Version One Ventures

NOVEMBER 9, 2021

Their new payment platform allows companies to pay for these capital-intensive cleantech projects as operating expenses. By turning capital investments into operating expenses, the platform will unlock all sorts of creative financing solutions and increase the adoption of energy projects. That’s where EnPowered comes in.

Stealth 148

Stealth Vertical Portfolio Finance 148

Version One Ventures

APRIL 14, 2014

As a result, the tool can grab a large market share in a certain market segment or vertical. Think Mailchimp , Dropbox , Hightail or Unbounce for horizontal solutions or Clio , Jobber or Frontdesk for vertical products (disclosure some of those are portfolio companies). The post What type of market are you operating in?

Operations 140

Operations Marketing Vertical Networking 140

David Teten

AUGUST 19, 2019

We’re also regularly following-on for existing portfolio companies.”. The average monthly operating expenses is $70,335. 30% have been operated by females, 70% have been operated by males. 40% have been operated by “visible minorities”, 60% have been operated by “non-visible minorities”. ARR of $500K+.

Revenue 60

Revenue Technical Review Software Review Equity 60

Mucker Lab

OCTOBER 12, 2016

Vertical integration of different funding risks. I also believe that the ebb and flow of the venture investment cycle has been exacerbated by the recent vertical integration of early, growth, and even late stage venture funds. The investment thesis wasn’t wrong — it’s just that they bet on the wrong horse.

Harvest 60

Harvest Vertical IPO Early Stage 60

Haystack

DECEMBER 29, 2018

As more investors have more touch points with a “Softbank round” in their portfolio, a picture emerges — rounds here often take a long time to close. Governments blocking acquisitions, the curtailment of company expansion, more scrutiny on overseas operations of U.S. The fear of them investing in a competitor is real.

Technical Review 165

Technical Review Venture Capital Russia China 165

Hunter Walker

MAY 4, 2014

New VCs, especially those with an operating background, can see a company for what they want it to be rather than what it is. New VCs are vulnerable to fashionable verticals. Our strategy isn’t to necessarily be contrarian but we decided there were certain verticals that we weren’t going to pursue in 2013.

Software Review 100

Software Review Vertical Seed Stage Portfolio 100

Version One Ventures

SEPTEMBER 3, 2014

Each month, we pick an up-and-coming vertical or theme and do a deep dive (with the help of Mattermark – portfolio plug). My favorite part about being an investor is working with our portfolio companies, as well as other investors and entrepreneurs. At Version One, we aim to be as thesis-driven as possible.

Venture Capital 60

Venture Capital Portfolio Vertical Technical Review 60

David Teten

SEPTEMBER 23, 2017

In venture capital in particular, early-stage companies are often operating in frontier industries, where the rules are unpredictable and conventional analytic frameworks may be misleading. EShares is an increasingly popular tool in our portfolio for tracking private company cap tables. 8) Accelerate portfolio company value.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

View from Seed

AUGUST 13, 2014

Pros of taking their angel money include the feeder system to venture financing of the next round and the vast network of portfolio CEOs which can be tapped into for connections and help. Cons of an investment from a Super Angel include potential lack of “value-add” because his or her time is spread so thin amongst many portfolio companies.

Angel Investor 334

Angel Investor Syndicate Syndication Early Stage 334

Version One Ventures

OCTOBER 17, 2018

And we also look at companies that are creating the best product for a specific vertical – including bio/healthcare and other emerging tech. and Canada, offering portfolio companies strong networks and resources on both sides of the border. Having run our own companies, we try to pass on as much of our operations knowledge as possible.

Silicon Valley 127

Silicon Valley North America San Francisco LP 127

Version One Ventures

MARCH 4, 2014

For key positions, they should jump in and pitch a candidate to join a portfolio company. Making important early introductions to follow-on investors is one of the best ways to make sure that a portfolio company will be in a good position to rase the next round of financing. Do I have the right people on the team? Related articles.

Portfolio 154

Portfolio Vertical Operations Hiring 154

Hunter Walker

JULY 20, 2019

While this hasn’t happened to any of our portfolio CEOs in a while, there’s one reason for a VC passing on a funding round that just sets me off: “I wanted to do the deal but couldn’t convince my partners.” ” That’s all part of building trust and visibility for a CEO into the way you operate. .”

Partner 92

Partner Cap Table Vertical Portfolio 92

View from Seed

AUGUST 30, 2017

We think it’s inevitable that this vertical will undergo the same digital transformation as every other major commerce category and we’ve made two investments behind this thesis ( Paintzen and Renoviso ) and will be expecting to do more around the construction and renovation space in the years to come. Source: Google Finance).

Denmark 244

Denmark Vertical eCommerce Internet 244

Genuine VC

FEBRUARY 12, 2012

PROs of taking his angel money are the feeder system to venture financing of the next round and the vast network of portfolio CEOs which can be tapped into for connections and help. CONS of an investment from a Super Angel include potential lack of “value add” because his time is spread so thin amongst many portfolio companies.

Angel Investor 257

Angel Investor Syndicate Syndication Early Stage 257

This is going to be BIG.

MAY 5, 2023

You can stop making new investments, but it will take years to actually work through your active portfolio companies. If you’ve been following along, I’m not always happy about how the industry operates and I plan to be even more forthright about my takes given the benefit of some distance going forward. Consider this.

Later Stage 218

Later Stage Venture Capital Term Sheet Limited Partner 218

Version One Ventures

APRIL 8, 2014

The net effect is powerful: it empowers all of us (no matter who we are or where we are) to learn more quickly, make better decisions, and operate more efficiently. But with Mattermark, we can now leverage the vast amounts of publicly available data to identify the rising stars and compare them to other companies in their vertical.

Venture Capital 160

Venture Capital Vertical Curation SEC 160

Steve Blank

FEBRUARY 23, 2009

Both venture firms sought my advice for their portfolio companies. No one was actually quite that good, but some VCs had “golden guts” for these kinds of operating issues. It was a long way from Ellis Island.) Surprisingly, I enjoyed seeing other startups from an outsider’s perspective. Oh yes, company X, they’re having problem 343.

Silicon Valley 125

Silicon Valley RSS Venture Capital Customer Development 125

Haystack

JANUARY 18, 2020

To me, it makes sense, because “tech” is no longer a vertical – it’s seeping into every sector horizontally. This impacts portfolio construction and possibly returns, though on the flip side, end-markets are larger and outcomes can be greater — look at Datadog, for instance.

Seattle 130

Seattle Seed Stage Deal Flow Vertical 130

Ben's Blog

JULY 24, 2011

Platforms upon which their community of users continually expands into new verticals. And they have been ably managing the operations amidst simply explosive growth. Providing economic opportunity and empowerment to their sellers/hosts, enabling them to earn meaningful income. Helping to make inefficient commerce efficient.

Rhode Island 78

Rhode Island Portfolio Liechtenstein San Francisco 78

Austin Startup

DECEMBER 3, 2019

Techstars provides their accelerator portfolio companies with access to financial, human and intellectual capital to fuel the success of their business. Techstars funds all types of startups, working across all verticals, applying all types of business models.

Austin 62

Austin Curation Startup Dallas 62

Hunter Walker

JUNE 14, 2018

“Vertical Expertise” – More hands and minds around the industry maze they’re traversing. Founders articulate a certain support they’d like in figuring out operational decisions and growth challenges. The answers I receive typically fall across four categories: 1.

Cap Table 81

Cap Table Portfolio Vertical Reputation 81

Pascal's View

NOVEMBER 1, 2008

42in;text-align:left;direction:ltr;unicode-bidi:embed; vertical-align:baseline;mso-line-break-override:none;punctuation-wrap:hanging"> SOME COMMON EXAMPLES OF BOARD MISALIGNMENT.42in;text-indent:-.42in;text-align:left;direction:ltr;unicode-bidi:embed; about your operating forecasts and be prepared to revise them – up or down. -.38in;text-align:left;direction:ltr;unicode-bidi:embed;vertical-align:baseline;

Vertical 28

Vertical Syndicate Syndication Forecast 28

Steve Blank

SEPTEMBER 14, 2009

Over the same 30 years, Venture Capital firms have honed their skills and strategies to match Wall Streets needs to achieve liquidity for their portfolio companies. You have to wonder: does the VC you have on your board today have the right skill set to help you succeed in today’s economic environment? What Do VC’s Do?

Silicon Valley 217

Silicon Valley IPO Technical Review Venture Capital 217

Genuine VC

FEBRUARY 12, 2012

PROs of taking his angel money are the feeder system to venture financing of the next round and the vast network of portfolio CEOs which can be tapped into for connections and help. CONS of an investment from a Super Angel include potential lack of “value add” because his time is spread so thin amongst many portfolio companies.

Angel Investor 128

Angel Investor Syndicate Syndication Early Stage 128

OnlyOnce

OCTOBER 4, 2012

A couple other things I’ve written on this specific topic recently include: The Peter Principle Applied to Management , which focuses on keeping people as individual contributors when they’re not able to move vertically into a management role within their function or department, and. Moves like this don’t always work.

Vertical 91

Vertical Portfolio Management Engineer 91

Both Sides of the Table

JUNE 18, 2010

We talked about the negative effect of Apple’s closed system attitude but how that will be a gift to the market because Apple’s cracking of the operator hegemony has forced the industry to innovate. Network of vertical focused sites: BeachMint, BeachMint, WineMint, etc.; first vertical to launch by 2010 Holiday Season.

Venture Capital 225

Venture Capital Non-Compete Vertical Europe 225

David Teten

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. If you have one, please contact me. 7) Negotiate .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Cracking the Code

NOVEMBER 13, 2008

A few days ago, Bessemer West Coast SaaS Practice - David Cowan , Byron Deeter and myself, hosted a CFO Dinner for our SaaS portfolio at John Bentleys in Redwood City. Fifteen CFOs participated - about half of them from Bessemer portfolio SaaS companies (Cornerstone On Demand, Intacct. Rethink vertical segmentation: Healthcare?

Software Review 48

Software Review Technical Review Valuation Portfolio 48

Austin Startup

FEBRUARY 21, 2020

Sisu is currently expanding its product portfolio and geographic scale to develop additional cutting-edge, patented, clinically proven medical devices, and to create a system for medical device commercialization in emerging markets. She is the primary inventor of a modular centrifuge that operates with or without electricity.

Baltimore 62

Baltimore Africa South Africa Michigan 62

Venture Chronicles

SEPTEMBER 26, 2011

Android is, today, a remarkably mature mobile platform and ecosystem and benefits greatly from hardware innovation and a highly extensible core operating system. On the software side the portfolio of Android apps is deep and broad, the only application that I would like to have which is not available is Instagram.

Metadata 28

Metadata Software Review Vertical Software 28

Version One Ventures

DECEMBER 3, 2019

Bessemer started the idea of the “anti-portfolio” – the companies that you passed on, but ended up doing very, very well. . After Honey was acquired by PayPal for $4B a few weeks ago, we thought it was a good time to share the Version One anti-portfolio: Honey. We had a chance to invest in a $500K round at a $12M valuation in 2015.

Portfolio 202

Portfolio Cap Table Early Stage Valuation 202

Cracking the Code

JANUARY 19, 2016

What’s the n°1 startup that you wish you had in your portfolio? Do you consider yourself as competing with US VCs for SaaS startups? We are a global VC, therefore we’re competing — and at the same time partnering! — with with VCs everywhere in the world. Zendesk — the 1st SaaS EU company to be listed on the Nasdaq.

API 48

API Silicon Valley Europe Differentiation 48

Steve Blank

NOVEMBER 16, 2009

It’s an impressive portfolio. I don’t think you need operational experience to be a good VC but Mark Suster’s great new post illustrates the difference. [.] Bill and his partner Fred Wilson have invested in ~30 or so companies with 27 still active.

Customer Development 219

Customer Development Web Developer Customer 219

YoungUpstarts

MAY 12, 2014

In the letter, Buffett advised, “Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.” Masterful execution makes up one of the triangle’s two vertical sides. (I You can have the best operations. He cares about longevity. Think Wang.

Stock 157

Stock Memphis Balance Sheet Analytics 157

View from Seed

JUNE 23, 2022

Automating their end-to-end eCommerce operations (from managing inventory to order fulfillment to customer service). Long-term: Influencers across the world with 10K+ followers and across all major verticals (e.g. We are cash flow positive and can operate indefinitely without external funding. RH: Who are your customers?

DC 156

DC Cambodia eCommerce Social Media 156

ConversionXL

OCTOBER 25, 2018

Bogdanovich, who’s worked with dozens of companies on Salesforce integration and marketing automation, sketched an order of operations for data acquisition and deployment in demand gen campaigns: Bring clean data into the CRM. Tom Tunguz offers a framework that uses a scale from 1 to 10 to assess demand generation portfolios: 1.

Demand 132

Demand Vertical Campaign Channel 132

Austin Startup

JUNE 27, 2017

A strategy for meeting these investors in Austin is to figure out the board schedule of their portfolio companies, as they they will likely travel here for those meeting. In his career, Stephen has started, operated, and successfully sold two companies and also spent nine years at Austin Ventures, where he was a General Partner.

Venture Capital 54

Venture Capital Austin Texas Private Equity 54