Agile VC

MAY 16, 2012

IMO Bessemer is perhaps the most emblematic firm of thematic investing… all the investment professionals in the firm from senior partners to more junior staff team up in small groups to construct “ roadmaps ” of the themes in which they intend to pursue investments, which are then articulated more broadly within the firm.

Seed Stage 124

Seed Stage Silicon Valley B2B Syndicate 124

Agile VC

MARCH 8, 2012

Most companies in the IT sector are profitable at least on an operating or cashflow basis, though often not on a GAAP basis when non-cash expenses are taken into account. My partner @ LeeHower looks back: [link] 5 days ago Search. Our tools were once large and caused local change, now they fit in our pockets and cause.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

OCTOBER 29, 2014

Most of the dollars a VC firm invests come from outside limited partner investors (LPs). The actual partners of a VC firm (GPs) will typically invest a minimum of 1% of the total size of their fund,* though frequently this percentage is substantially higher (especially in many of the best funds). new buildings, etc).

Venture Capital 279

Venture Capital LP Private Equity Institutional Investors 279

Agile VC

NOVEMBER 7, 2019

Two of the three have gross margins <50% (AMZN is 40%, AAPL 38%, MSFT 67%) and one has operating profit margins <5% (AMZN 4%, AAPL 22%, MSFT 34%). Conventional wisdom is that hardware companies or low margin businesses aren’t that valuable.

IPO 100

IPO Early Stage Cofounder B2C 100

Agile VC

MAY 10, 2012

So it took me a minute to describe to my partners why SaaS for cows is incredibly exciting… Farmeron is a SaaS company focused on the data management challenges facing the agriculture sector. Thanks Andy, we’re excited to partner with and help the company. My partner @ LeeHower looks back: [link] 5 days ago Search.

Silicon Valley 223

Silicon Valley Cofounder Seed Stage Syndicate 223

Agile VC

DECEMBER 6, 2012

This person is an experienced CEO and a veteran of several startups, yet appreciating this nuance of how VC’s operate their business was relatively unfamiliar to him. 1) LP Bases Change Over Time – Most healthy VC firms tend to have stable relationships with the limited partners investing with them.

LP 178

LP Balance Sheet Differentiation Limited Partner 178

Agile VC

JUNE 12, 2012

They are fully fungible for hard currency through Safaricom’s network of retail partners for either the sender or recipient of an M-Pesa mobile payment. Canadian operator Rogers filed to become a bank last year. My partner @ LeeHower looks back: [link] 5 days ago Search. Previous Entries. Avatars by Sterling Adventures.

Mobile 250

Mobile Disintermediation SMS Government 250

Agile VC

FEBRUARY 9, 2012

That’s because intermediaries like bankers/brokers, and even internal cold-call sourcing operations, create more standardized access to and information about potential deals. Brand, both firm brand and individual partner brand, clearly matters. My partner @ LeeHower looks back: [link] 5 days ago Search. Previous Entries.

Seed Stage 100

Seed Stage Framework Silicon Valley Early Stage 100