Agile VC

JULY 15, 2015

This company will remain in stealth mode for at least a little while and it isn’t my place to divulge their plans, but we’re very excited about the founding team, market opportunity, and syndicate we will be part of. But we will undoubtedly continue to add more hardware related businesses to our portfolio.

Internet 100

Internet Stealth Cofounder Seed Stage 100

Agile VC

JULY 15, 2015

This company will remain in stealth mode for at least a little while and it isn’t my place to divulge their plans, but we’re very excited about the founding team, market opportunity, and syndicate we will be part of. But we will undoubtedly continue to add more hardware related businesses to our portfolio.

Internet 100

Internet Stealth Cofounder Seed Stage 100

Agile VC

APRIL 27, 2012

We love meeting entrepreneurs who take this blank canvas approach when thinking about disrupting markets. This is how new markets get created.

Silicon Valley 124

Silicon Valley Seed Stage Syndicate Syndication 124

Agile VC

MAY 16, 2012

Thematic investing is where VCs research a macro trend or specific market, form a thesis around why this trend/market will serve as a good basis for building great startups, and then pursue as many exceptional investments in this theme as appropriate for the VC’s strategy.

Seed Stage 124

Seed Stage Silicon Valley B2B Syndicate 124

Agile VC

FEBRUARY 28, 2012

Startups in NextView’s portfolio frequently receive inbound interest from other VC investors who are intrigued about what they’re doing, and I often talk with other early-stage entrepreneurs how to approach similar situations. AGILEVC My idle thoughts on tech startups. February 28, 2012.

Early Stage 100

Early Stage Syndicate Syndication Silicon Valley 100

Agile VC

NOVEMBER 13, 2012

At Risk – Usually starts with a firm beginning to see challenges in large portions of its portfolio, or in keeping the partnership together, or in the viability of the firm’s core strategy as broader markets start to shift (e.g. Well first it’s worth understanding the distinct phases of exactly how a VC firm dies.

LP 154

LP Portfolio Venture Capital IRR 154

Agile VC

NOVEMBER 7, 2019

If you understand the premise of blitzscaling, it’s not truly growth at any and all cost… it’s a strategic mindset for building a company from scratch at previously unheard pace specifically where digital innovation enables capturing a large addressable market. On paper, VC portfolios perform well. Rowe Price, hedge funds, etc.

IPO 100

IPO Early Stage Cofounder B2C 100

Agile VC

JULY 24, 2013

The point is that unlike various consumer credit markets where subprime lending does indeed work, trying to apply a comparable model to VC is typically disastrous because startup outcomes follow a power-law distribution rather than a normal distribution. see Note 1 below re: subprime crisis of 2008-9].

Valuation 200

Valuation Early Stage Distribution LP 200

Agile VC

AUGUST 12, 2011

At NextView, we spend a substantial portion of our time trying to help our portfolio companies prepare for growth as “venture scale” businesses. 2) Demonstrable market size – Sometimes it’s obvious to potential investors your startup is pursuing a large market oppty (TAM measured in billions).

Seed Stage 113

Seed Stage Silicon Valley B2B Acquisition 113

Agile VC

FEBRUARY 9, 2012

In the modern age public market investors, whether they be focused on equities (stocks), fixed income (bonds), currencies, commodities, or derivatives of these, all have access to essentially the same investment choices and the same body of information. The VC industry is a competitive business.

Seed Stage 100

Seed Stage Framework Silicon Valley Early Stage 100