Both Sides of the Table

MARCH 5, 2020

This is a message we have been delivering to our portfolio privately so we figured it made sense to make it more public broadly in case its of any help to others. Feel free to open source and use any information you find useful. I welcome any feedback.

Audio 314

Audio Open Source Portfolio Conversion 314

Version One Ventures

APRIL 8, 2020

Its benefits are too big: fairer rates via cutting out middlemen, global access via trustless smart contracts, and composability via open source, auditable code. Note: CryptoKitties (Dapper Labs), Nexus Mutual , and Opyn are all V1 portfolio companies. I just think this is going to take longer than I initially expected. .

Software Review 131

Software Review Venture Capital Open Source Portfolio 131

BeyondVC

JANUARY 6, 2018

6 portfolio companies raised Series A financings including Manifold , Hypr , and 4 unannounced, 1 raised a Series B (unannounced), and Security Scorecard raised a $28mm Series C. Expect this trend to continue and what this means is that CIOs will take a portfolio approach, make some bets, and double down on their winners.

Cloud 60

Cloud Cofounder Portfolio Advisory Board 60

VC Cafe

MARCH 21, 2022

Open metaverse: these are the decentralized platforms built on crypto, such as Manticore Games, Sandbox or Decentraland and many others. Toya’s Miraculous Ladybug RP game has garnered more than 335M plays (Source: Toya ). Crypto gaming can become the biggest onboarding platform to the crypto world and open up that world.

Startup 187

Startup Community Social Network Portfolio 187

YoungUpstarts

JULY 13, 2020

It is simple to add to your existing portfolio of products providing a broader spectrum of products and services for your customers. Their SIP trunks must work across all primary IP Gateways, IP PBX, and even open-source PBX projects that a client may be using. SIP Reselling Is a Win-Win. Compatibility.

Technical Review 147

Technical Review IP Internet Audio 147

Haystack

JUNE 5, 2018

This presents a big change for Microsoft , who in a different era would’ve have looked so favorably toward open source — they will sunset internal repository Codeplex in an effort to bring Microsoft tooling to a new cadre of developers.

Acquisition 71

Acquisition Azure Open Source Seattle 71

Both Sides of the Table

MARCH 8, 2018

We have decided to “open source” our language in the hopes that other VCs will use this clause and/or improve upon it so that as an industry we can proactively drive the change we want to see rather than just hoping it will happen. We see this as an open source inclusion clause. It is being launched today?—?International

Term Sheet 284

Term Sheet Los Angeles Open Source Portfolio 284

Both Sides of the Table

JULY 16, 2010

You’ll notice that Harvard lost 30% of the entire value of its portfolio. You don’t need to buy expensive software – there are free open source solutions for nearly everything. He then profiled his portfolio company FourSquare who started with a very small investment.

LP 311

LP Technical Review Early Stage Silicon Valley 311

Steve Blank

JANUARY 22, 2014

The cloud , open-source development tools and web 2.0 With a portfolio of at least 20 investments, or you are at risk of the adverse selection problem.) as a distribution channel have vastly reduced the amount of capital a startup needs at the early stage when the risk is greatest.

Early Stage 286

Early Stage Silicon Valley Oregon Technical Review 286

BeyondVC

JANUARY 3, 2019

This year was a banner year as boldstart portfolio cos raised over $150mm of follow on capital from some of the top Series A and B investors (highlights below). This means more collaboration with the Fortune 500 and more go-to-market experience as our portfolio companies navigate their path to first customers.

Stealth 79

Stealth Advisory Board Cloud Virginia 79

BeyondVC

JANUARY 5, 2022

With COVID raging at the beginning and end of the year, it is all the more amazing what our portfolio companies have accomplished the last twelve months. A number of open source projects will become a DAOs (decentralized autonomous organization) instead of pursuing the classic venture backed model. 2021 Recap.

Stealth 78

Stealth Cofounder SQL Open Source 78

Steve Blank

MARCH 31, 2014

Third, smart companies manage an innovation portfolio where they can pursue potential disruption in a variety of ways. Other smart companies are learning how to use Open Innovation pioneered by Henry Chesbrough who teaches here at EDADE. These will enable firms to embrace innovation by design not by exception.

Private Equity 325

Private Equity Metrics China Intellectual Property 325

Both Sides of the Table

JULY 23, 2014

I highlighted how these tectonic technical shifts have altered the VC industry in this post: How Open-Source & Horizontal Computing Spawned the Micro VC Market. But the biggest changes in our industry have been driven by technical changes themselves to which we are just observers and fortunate beneficiaries.

Technical Review 398

Technical Review Venture Capital Valuation Pre-Money Valuation 398

YoungUpstarts

MAY 21, 2020

Do you want to add bitcoin to your portfolio, but you do not have money for investment? In addition, since it is a cryptocurrency based on the open source cryptographic protocol, it is independent of any government or bank. Bitcoin, the king of cryptocurrencies, is still the most desired cryptocurrency in the world.

Affiliate 246

Affiliate Open Source Framework Portfolio 246

ConversionXL

MAY 6, 2021

As founder Haradhan shares : “[WordPress is free and open-source software, and also every WordPress developer already make some functional themes and plugin which things make our some works effortless.”. Image source ). So Webflow is great for portfolios, agency websites, restaurants etc; sites with little functionality.

Software Review 91

Software Review Technical Review Hosting SEO 91

Version One Ventures

APRIL 26, 2021

The rapid transition to remote work also triggered dramatic changes across our portfolio and startups everywhere, most notably by collapsing geographic boundaries. Many of our portfolio companies were able to recruit incredible talent that they never would have had access to previously. . The entire world becomes your talent pool.

North America 126

North America Spain Seed Stage Distribution 126

The Startup Magazine

FEBRUARY 16, 2020

Your flexibility will be rewarded, and you can grow your graphic design business portfolio quickly. Create A Portfolio. Your portfolio might only have a few designs in it, but you should share these things with your clients. Also, your portfolio should be as diverse and flexible as your business. Keep Quality High.

Design 90

Design Intellectual Property Social Media Portfolio 90

Version One Ventures

JULY 1, 2020

And while these past three months have been far from typical, there was a lot of activity across our portfolio. Coinbase launched Rosetta, an open-source specification and set of tools that makes integrating with blockchains simpler, faster, and more reliable. At the end of every quarter, we publish a quick recap.

North Carolina 148

North Carolina Raleigh Stealth Seattle 148

Austin Startup

FEBRUARY 8, 2017

As started a few weeks ago with RackN, I am putting forward a Spotlight Series on the Lontra Ventures portfolio. Next up, Appbase — wow… Continue reading on Austin Startups ».

Global 48

Global Austin Portfolio Marketing 48

Version One Ventures

OCTOBER 15, 2020

Companies like Fold (and soon V1 portfolio company Lolli ) offer cashback rewards for shoppers via Lightning, a Trojan horse for many people to acquire their first bitcoin. Some early open source projects include Whatsatt and Juggernaut. Other businesses are pushing mainstream Lightning adoption for shopping.

Networking 168

Networking Global OTC Security 168

Version One Ventures

JULY 9, 2020

A project portfolio that leads to income. Apps like Fluent Forever are productizing research around spaced repetition (popularized by open source tool Anki ) to design personalized curricula for skills like language learning. What do people actually need to go from curious noob to gainfully employed hero.

Portfolio 134

Portfolio Curation Open Source Networking 134

crowdSPRING Blog

APRIL 13, 2011

Why Every Designer Should Have a Portfolio – [link]. This analysis on Facebook open sourcing data center/hardware seems to miss the point – [link]. Mobile Web Design: 10 Tips To Better Usability – [link]. 30 Collections of Creatively New Photoshop Tutorials – [link]. Vintage Label Designs – [link].

Social Media 91

Social Media Small Business Design Media 91

Version One Ventures

JUNE 24, 2020

Today, one of our newest portfolio companies, Cape Privacy , announced their seed fundraise in conjunction with the public launch of their privacy platform. The platform is flexible, adaptable, and open source. You can read more details about the launch here.

Artificial Inteligence 78

Artificial Inteligence Cofounder Open Source Portfolio 78

Cracking the Code

OCTOBER 1, 2020

Snyk was founded with the mission to help developers make their code secure, providing a platform to automatically assess and remediate open source vulnerabilities. We have two kinds of users at Snyk: the open source developers, who are never going to pay but will help build the community. in just 30 months.

Early Stage 62

Early Stage Open Source Development Team Review Security 62

David Teten

JANUARY 19, 2021

Seed-stage compatible: Like traditional equity VC investors, Flexible VCs accomodate early-stage investment risk within their portfolios better than a traditional RBI funder. has open-sourced their investment structure , now on version 3.0, A similar, open-source, highly visual tool focused on VC is Venture Dealr.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

Feld Thoughts

JULY 25, 2013

Pantheon is one of the Silent Killers in our portfolio – and I’m immensely proud of the progress they are making and excited about their future. Pantheon is building “A big badass platform that will run 30% of the Internet.” ” They are making it easy for professionals to build, launch, and run websites.

Vermont 165

Vermont Startup Campaign Virginia 165

BeyondVC

JULY 7, 2010

We also leveraged the open source database platform PostgreSQL as the initial foundation for our technology. Tags: Entrepreneurship Open Source. After all these years, I am glad to see that EMC and others have caught on to both of these facts.

Portfolio 109

Portfolio Open Source Architecture Database 109

BeyondVC

JANUARY 29, 2017

Great blog post by CockroachDB on open source business models and their plans to make money: If you’re serious about building a company around open source software, you must walk a narrow path: introduce paid features too soon, and risk curtailing adoption. Without the developers, you have no customers.

Revenue 60

Revenue Developer Open Source Seed Stage 60

Genuine VC

JULY 19, 2010

Portfolio construction favors early-round capital allocation vs. company life-cycle allocation. Of course CapEx has been transformed into OpEx via changes in the tech infrastructure layer (open source, virtualization & cloud computing, offshoring, etc.). That’s no secret.

Seed Stage 175

Seed Stage Technical Review Dilution Offshore 175

Steve Blank

JUNE 26, 2015

And we can use Lean Metrics ( Investment Readiness Level and Technology Readiness Levels ) and Lean Portfolio management tools to provide rigor to go/no go funding decisions.

Lean 120

Lean Management Business Model Incubator 120

Feld Thoughts

MARCH 12, 2018

We’ve come to the conclusion that they should be excluded from agreements, and are encouraging our portfolio companies and the funds we invest in to do so as well. In addition, the Company will encourage portfolio companies and funds to adopt a similar practice. Please view this policy as open source.

Open Source 70

Open Source Portfolio Email Employee 70

crowdSPRING Blog

SEPTEMBER 11, 2015

Open source typeface “Hack” brings design to source code crowdspring.co/1JPW7C3. IdN Motion Gallery on Pratt Portfolios crowdspring.co/1OaQlOL. Stylish Geometric Clutches Are Made From Folded Paper crowdspring.co/1KsIoXE. Every Music Video Should Feature A Light Painting Machine crowdspring.co/1LVxRBo. 1hWZqjy.

Small Business 48

Small Business Design Syria Social Media 48

BeyondVC

JULY 7, 2010

We also leveraged the open source database platform PostgreSQL as the initial foundation for our technology. The great news is that we leveraged two strong trends early on - the era of big data and the need for cheaper and better solutions and the fact that hardware is a commodity and the value is in the software.

Portfolio 109

Portfolio Architecture Open Source Database 109

YoungUpstarts

MARCH 7, 2013

Hadoop , an open source framework for storing and processing large volumes of diverse data on a scalable cluster of servers that has pretty much emerged as the preferred platform for managing big data, itself promises to be able to keep pace with big data’s rapid evolution, so it’s no surprise to see Intel leap onto the bandwagon.

Distribution 154

Distribution Software Open Source Framework 154

VC Adventure

APRIL 22, 2021

Today, Bolster released their Board Benchmarking survey analyzing the diversity, composition, and compensation of 250 private company boards (including over 50 Foundry portfolio companies who participated) and 650+ individual board members. The data show just how much work we still have to do in diversifying our boards.

Portfolio 54

Portfolio Early Stage Open Source Networking 54

Hearpreneur

FEBRUARY 13, 2022

Our industry is definitely moving to an all-encompassing travel and business aids model in which the entire network of services related to it are part of a larger portfolio that includes deliveries, coordination with fulfillment companies, and app-based platforms that assist both the vacationer and business person. Photo Credit: Cody Candee.

Artificial Inteligence 104

Artificial Inteligence Software Review Technical Review Entrepreneur 104

BeyondVC

MARCH 17, 2004

.” It is still early days for XORP and the platform still needs to address performance and security issues, but the point is that any software product with a large enough installed base can be vulnerable to open source competition. One other open opportunity for attack in the database market is the reporting and analytics end.

Open Source 60

Open Source Database Analytics Portfolio 60