Agile VC

APRIL 27, 2012

As many of you may know, we have a section on the NextView website called “Ethos” where we describe five key principles to how we operate. Ethos: What ‘Blank Canvas’ Means to NextView. April 27, 2012. My partners and I have blogged about some of these including Invited Guest , Golazo , Authentic , and Tribe.

Silicon Valley 124

Silicon Valley Seed Stage Syndicate Syndication 124

Agile VC

MAY 16, 2012

And we invest in US-based startups, primarily on the US east coast though we’ll consider other parts of country on a selective basis (roughly 15-20% of our portfolio is in the SF Bay area). We also invest only in software & internet enabled businesses.

Seed Stage 124

Seed Stage Silicon Valley B2B Syndicate 124

Agile VC

OCTOBER 29, 2014

Some VC firms have eschewed taking direct investments from public pension funds, as state laws now sometimes require these pension funds to publicly disclose information about their investments that VCs consider sensitive, confidential info, like fund-level returns or individual companies in the portfolio. Endowments. new buildings, etc).

Venture Capital 279

Venture Capital LP Private Equity Institutional Investors 279

Agile VC

NOVEMBER 7, 2019

On paper, VC portfolios perform well. 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%). Secondary transaction liquidity also starts to become a reality for founders and early investors. 2017-2018: Rediscovery of Unit Economics.

IPO 100

IPO Early Stage Cofounder B2C 100

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. I was talking with an entrepreneur recently about this phenomenon. If Acme Ventures III, LP invests in Startup X then typically Acme Ventures IV, LP would not.

LP 178

LP Balance Sheet Differentiation Limited Partner 178

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. Also these are typically more mature assets that can be analyzed and understood in broader ways than a de novo startup.

Seed Stage 100

Seed Stage Framework Silicon Valley Early Stage 100