Agile VC

MAY 13, 2013

While our portfolio at NextView is roughly equally weighted to consumer facing and B2B companies, it seems that for consumer companies in particular being first mover confers little benefit and the drawbacks probably outweigh whatever weak advantage might exist. Google (search… lots of predecessors). Dropbox (cloud storage).

Cloud 205

Cloud B2B Software Review Technical Review 205

Agile VC

OCTOBER 23, 2012

They matter in the sense that GPs only earn carried interest if they generate absolute gains on their portfolio, regardless of how their fund does relative to other VC funds or even other asset classes. But these long-term LPs are by definition using active managers in search of alpha (i.e. 3.0x+ cash on cash) is profitable.

LP 176

LP Accredited Investor Carried Interest Portfolio 176

Agile VC

DECEMBER 13, 2011

I’ve always respected Bessemer for publishing their “ Anti-Portfolio ” on their website. My partner @ LeeHower looks back: [link] 5 days ago Search. It’s only one half of the decision ledger… understandably they don’t shout from the rooftops the stuff they did invest in but later blew up.

Seed Stage 185

Seed Stage Silicon Valley Cofounder Technical Review 185

Agile VC

JANUARY 4, 2012

Today one of our portfolio companies, GrabCAD, announced it’s Series A funding led by Matrix. My partner @ LeeHower looks back: [link] 5 days ago Search. How to Evaluate Firms for a Seed VC. How To Think About The Future. AGILEVC My idle thoughts on tech startups. GrabCAD & Professional Communities. January 4, 2012.

Community 100

Community Estonia Syndicate Syndication 100

Agile VC

SEPTEMBER 15, 2011

Also portfolio management strategy has shifted a bit in recent years, and many large investors now evaluate at all risky assets together (US tech IPOs, Brazilian bonds, Chinese private equity, etc) rather than making discrete allocations to each bucket. My partner @ LeeHower looks back: [link] 5 days ago Search. Previous Entries.

IPO 100

IPO Marketing Silicon Valley Technical Review 100

Agile VC

OCTOBER 27, 2011

GrabCAD has used search optimization to drive the bulk of it’s user acquisition, very similar to the way Yelp and others did. I hate indulging in wanton portfolio self-promotion, but my partners & I are incredibly excited about these companies and will undoubtedly continue to make more investments in this vein.

Software 100

Software B2B Silicon Valley Acquisition 100

Agile VC

APRIL 27, 2012

I wouldn’t say we’re radically reinventing venture capital and there are many firms we respect who have been innovating recently in connecting a portfolio of startups into a network , taking a different approach to how to staff a VC firm , and even the pace of VC investing. Previous Entries. Avatars by Sterling Adventures.

Silicon Valley 124

Silicon Valley Seed Stage Syndicate Syndication 124