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. Im a former Silicon Valley entrepreneur turned East Coast VC. Author howerl. Filed under Uncategorized. Read More ».

Silicon Valley 124

Silicon Valley Seed Stage Syndicate Syndication 124

Agile VC

DECEMBER 5, 2011

There’re lots of reasons why we’re pleased to be involved, from the market opportunity and product and beyond, but of course team is central for all startup investments. Im a former Silicon Valley entrepreneur turned East Coast VC. Objective Logistics just closed a $1.5M Author howerl. Filed under Uncategorized.

Silicon Valley 100

Silicon Valley Seed Stage Syndicate Syndication 100

Agile VC

JANUARY 18, 2012

2) The Pyramid Scheme of Startup Equity - Just like multi-level marketing schemes, in startups it pays to get in on the ground floor. Nearly all founders though are seeking to fix a market or industry that’s broken, and occasionally create whole new industries in the process. Author howerl. Filed under Uncategorized.

Entrepreneur 100

Entrepreneur Cofounder Silicon Valley Seed Stage 100

Agile VC

JANUARY 27, 2012

There’s one school of thought that the paradigm has changed, and startups that achieve a market value of tens of billions or more will be more frequent than in decades past. Im a former Silicon Valley entrepreneur turned East Coast VC. Multi-billion dollar valuations for late stage startups like Dropbox, et al.

Hockey Stick 113

Hockey Stick Seed Stage Silicon Valley Syndicate 113

Agile VC

SEPTEMBER 19, 2011

But for more urban markets with fast broadband, most Netflix subscribers will only want DVD/Blu-Ray for recent movie releases (if at all). And presumably pay TV providers may step up their marketing efforts along these exact lines as they seek to avoid the “dumb pipe” fate. older movies) and TV shows. Author howerl.

Silicon Valley 100

Silicon Valley Private Equity Seed Stage Syndicate 100

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. Author howerl. Filed under Uncategorized. Read More ».

Seed Stage 124

Seed Stage Silicon Valley B2B Syndicate 124

Agile VC

MARCH 18, 2012

Most mass market usage of Twitter is by and for the media and celebrities. Those of us in the tech ecosystem think of and use Twitter in slightly different ways, but the mass market usage of the product is consumers seeking exposure to news, celebrities, and sports stars. It’s probably not a huge market though.

Media 113

Media Advertising Silicon Valley Revenue 113

Agile VC

MARCH 8, 2012

It’s taken more than a decade since the tech bubble’s inflation and bursting but to me all of this is part of a long-term normalization of the tech IPO market. What are the implications for other late-stage private companies thinking of making the transition to public markets in the near to midterm future?

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

APRIL 13, 2012

I spent some time with some startups in San Francisco proper, as opposed to the heart of Silicon Valley (see Note 1). “Silicon Valley” (see Note 2) is hardly alone in this urbanization of startups trend. April 13, 2012. I was back in the SF Bay Area last week for a bit of work and a bit of fun.

Silicon Valley 185

Silicon Valley San Francisco San Jose Startup 185

Agile VC

FEBRUARY 28, 2012

If you’re contacted by an associate at a firm you’ve wanted on your own radar (based on their knowledge of your market, the firm’s reputation, whatever), then by all means speak to them. Im a former Silicon Valley entrepreneur turned East Coast VC. Author howerl. Filed under Uncategorized. Read More ».

Early Stage 100

Early Stage Syndicate Syndication Silicon Valley 100

Agile VC

FEBRUARY 2, 2012

But it’ll be interesting to see how public market investors react when Facebook files an amended S-1 pre-IPO with Q1 2012 numbers, particularly if there’s similar Q1 slowdown in ad revenue. Im a former Silicon Valley entrepreneur turned East Coast VC. Read More ».

IPO 100

IPO South Korea Venezuela Revenue 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. there’s a heck of a lot fewer pure-play cleantech VCs today than 5 years ago).

LP 154

LP Portfolio Venture Capital IRR 154

Agile VC

AUGUST 12, 2011

2) Demonstrable market size – Sometimes it’s obvious to potential investors your startup is pursuing a large market oppty (TAM measured in billions). If a tiny startup can get a few dozen paying customers in one small segment of a larger market, then there probably is a larger market. Author howerl.

Seed Stage 113

Seed Stage Silicon Valley B2B Acquisition 113

Agile VC

MAY 10, 2012

wheat, corn, etc) but livestock alone represents a massive market opportunity for the company. Im a former Silicon Valley entrepreneur turned East Coast VC. In time Farmeron will likely expand into crops farms (e.g. this is a smart investment. Good stuff Lee. link] leehower. Read More ».

Silicon Valley 223

Silicon Valley Cofounder Seed Stage Syndicate 223

Agile VC

JUNE 25, 2012

So in addition to our enthusiasm about the product & market opportunity, we were thrilled to support an experienced pair of co-founders who really executed from Day 0. Im a former Silicon Valley entrepreneur turned East Coast VC. I hope you’ll have an opportunity to check out Cloze’s product. Overall, great find!

Cofounder 140

Cofounder Stealth Silicon Valley Mobile 140

Agile VC

JUNE 12, 2012

Swipely is focused on payment marketing, namely unifying loyalty programs and payments for main street merchants. food trucks, farmers market vendors, small retailers, event organizers, etc), most of whom previously didn’t accept credit cards. Im a former Silicon Valley entrepreneur turned East Coast VC.

Mobile 250

Mobile Disintermediation SMS Government 250

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. Im a former Silicon Valley entrepreneur turned East Coast VC. Read More ».

Seed Stage 100

Seed Stage Framework Silicon Valley Early Stage 100