David Teten

SEPTEMBER 23, 2017

Private equity and venture capital investors are copying our sisters in the hedge fund and mutual fund world: we’re trying to automate more of our job. Sebastian Soler recently launched Knowledge.vc , which uses software and machine learning to enhance deal sourcing and diligence for VC firms. But we’re doing it slowly.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Up and Running

AUGUST 12, 2014

In as much as a scheduled interview with an angel investor can be, talking with Boris about what it takes to spark the interest of a venture capital firm was a coincidence. ” At present, Version One Ventures portfolio includes startups from all over the United States and Canada. Here are your takeaways.

Venture Capital 90

Venture Capital Founder Angel Investor Portfolio 90

The Startup Magazine

FEBRUARY 11, 2022

On the other side of the spectrum, the idea of finding a unicorn has attracted many investors toward the much riskier venture capital and emerging technologies. Another frequent partner for Hauser Private Equity is the Santa Monica-based Clearlake Capital Group, L.P. Organic and Inorganic Growth.

Private Equity 129

Private Equity Equity Technical Review Software Review 129

Feld Thoughts

AUGUST 25, 2015

In January, Jerry Neumann wrote a long and detailed analysis of his view of the VC industry in the 1980’s titled Heat Death: Venture Capital in the 1980’s. Secondly, the driver of returns for the funds raised in 1978 – 1981 was not their underlying portfolios, at what stage, or in what industries they were built.

Venture Capital 70

Venture Capital SBIC Technical Review Silicon Valley 70

Both Sides of the Table

APRIL 28, 2010

Other players such as Obopay have set out to focus on mobile person-to-person cash transfers, mFoundry (a GRP portfolio company) has focused on mobile banking and a mobile wallet and one of my favorite companies m-via is focusing on mobile remittances (right now between the US and Mexico). Tags: This Week in Venture Capital.

Venture Capital 270

Venture Capital Cofounder Spain San Diego 270

Startup Professionals Musings

OCTOBER 17, 2022

Examples of some leaders in this space include Ron Conway in Silicon Valley and Jeff Bezos , CEO of Amazon, who each may have over 500 startups in their portfolio. Institutional venture capital dispensed in 2021 reached record highs of almost $330 billion, up significantly from the last few years.

Angel Investor 342

Angel Investor Venture Capital Silicon Valley Portfolio 342

Both Sides of the Table

DECEMBER 7, 2014

I had dinner this week with a top new customer at one of our enterprise software investments. I wish I did more enterprise software investing because when I attend meetings like this I realize that this is my core DNA – rolling out business software solutions to customers. The press don’t get your financials.

Software Review 341

Software Review Customer Technical Review LP 341

David Teten

MAY 20, 2016

My colleague Sebastian Soler, software engineer at ff Venture Capital, is leading the launch of a new Meetup with me. I asked him to write a guest post: Hi! I’ve just launched a new Meetup and online community I’m heading up with David. We posted on our site a more in-depth overview of ff’s Tech Platform.

Private Equity 113

Private Equity Equity Cap Table Venture Capital 113

Version One Ventures

DECEMBER 20, 2021

Over the past 18 months, the pandemic has reset these expectations, leading to huge increases in valuations for both public and private tech companies…not to mention venture capital returns that are far better than what we have traditionally seen! Read the post: Resetting venture capital expectations: is 10x the new 3x?

Venture Capital 60

Venture Capital Technical Review Software Review IPO 60

Steve Blank

JANUARY 22, 2014

Today it’s dominated by capital efficient software, web and mobile startups whereas 10 years ago it was dominated by semiconductor and hardware startups that consumed huge amounts of capital before their first dollar in revenue. With a portfolio of at least 20 investments, or you are at risk of the adverse selection problem.)

Early Stage 286

Early Stage Silicon Valley Oregon Technical Review 286

Version One Ventures

APRIL 30, 2013

As a result, most venture capitalists are reluctant to touch hardware projects, opting for the lower costs and smaller risks of software. While my portfolio is primarily centered around consumer internet as well as enterprise SaaS startups, I typically talk to two to three hardware startups each week. Patents versus traction.

Venture Capital 128

Venture Capital Software Review Incubator Startup 128

Both Sides of the Table

NOVEMBER 3, 2009

This is part of my ongoing series of posts and I need to file this one under both Raising Venture Capital and Startup Advice. portfolios. Many of these businesses were what First Round Capital called FNACs (features, not companies – this acronym has always stuck with me). Ditto for enterprise software companies.

Business Plan 334

Business Plan AJAX Venture Capital Technical Review 334

View from Seed

APRIL 2, 2024

VC’s across the board have generally upped their game and are much more involved in the startup ecosystem and with their portfolios. While this comparison within the craft beer industry and early-stage venture has been fun, I’m somewhat surprised as how closely the two industries have tracked over the past 12 years.

Merger 343

Merger Non-Compete Early Stage Venture Capital 343

Both Sides of the Table

APRIL 13, 2011

Yeah, that was when I changed for me…” “…there was so much positive feedback on demystifying this one element of venture capital. A deep dive into the Foundry Group investment philosophy including an interesting discussion of their investing Themes. “… our lens is: Internet Software Companies anywhere in the U.S. was starting.

Technical Review 288

Technical Review Venture Capital Silicon Valley Software Review 288

Austin Startup

MAY 11, 2017

645 Ventures 645 Ventures makes deeply-researched investments in institutional Seed to Series A rounds for exceptional companies who demonstrate stellar early results in the areas of market validation, product differentiation, team strength, and brand narrative.

Private Equity 48

Private Equity Venture Capital Technical Review Seed Stage 48

Startup Professionals Musings

JANUARY 19, 2020

Examples of some leaders in this space include Ron Conway in Silicon Valley and Jeff Bezos , CEO of Amazon, who each may have over 500 startups in their portfolio. Institutional venture capital dispensed in 2019 was down a bit from record highs the previous year, but up significantly over the last few years.

Angel Investor 314

Angel Investor Venture Capital Silicon Valley Startup 314

www.xconomy.com

JUNE 9, 2012

New San Diego VC Firm Emerges as ‘The Moneyball of Venture Capital’. Here’s some big news for San Diego’s innovation economy: There’s a new venture capital firm in town—and its investment methodology represents a fundamentally different approach to the conventional business model for venture investing. Hacker News.

San Diego 40

San Diego Venture Capital Technical Review San Francisco 40

Feld Thoughts

APRIL 13, 2015

All the articles about how capital efficient businesses were a result of AWS, better software development tools, easier starting points, better scaling technologies, and lots of other things. Do you remember when it was “all software, all the time?” The Most Capital Efficient U.S. Oh how things change.

Venture Capital 70

Venture Capital Software Developers Software Development Equity 70

This is going to be BIG.

AUGUST 21, 2014

Plus, from the advisor side, it might be a good way to build up a little portfolio of startup equity without having to put up angel cash. Plus, it gives you some street cred if at least one software developer thinks that what you are building should and could be built. Venture Capital & Technology'

Founder 120

Founder Software Developers Software Development Venture Capital 120

This is going to be BIG.

APRIL 14, 2014

Brooklyn Bridge Ventures came in first, with a whopping 61%. Lerer Ventures was second, with just under 20%. So, clearly, I''m making some kind of a portfolio-wide bet there, right? Most companies don''t ever raise venture capital and they do just fine. Venture Capital & Technology'

Founder 143

Founder Venture Capital Cofounder Software Developers 143

Both Sides of the Table

MAY 23, 2012

Many observers of the venture capital industry have questioned whether its best days are behind it. Looking ahead at the next decade I am excited by what I believe will be viewed as one of the best and most rational investment periods for venture capital due to seven discrete factors: 1.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Feld Thoughts

JULY 28, 2014

The SBIC was instrumental in the creation of the venture capital business. If you want to see a fun quote on it, read A History of Silicon Valley which quotes: “ …many venture capital pioneers think the SBIC program did little to advance the art and practice of venture investing.

SBIC 142

SBIC Venture Capital Colorado SBA 142

ReadWriteStart

JUNE 1, 2020

Any custom manufactured IoT device would require software development as well as hardware customization. Under this category, you have the angel investors who would invest their own money and Venture Capital or VC firms, who manage funds aimed towards specific startup sectors and stages. Equity investors. Debt investors.

Startup 150

Startup Entrepreneur Elevator Pitch Seed Stage 150

SoCal CTO

JUNE 9, 2010

Kathy Sierra at Business of Software 2009 - Business of Software Blog , May 4, 2010 "In the old days, getting customers was easy. Draw Your Ideas - A VC : Venture Capital and Technology , May 16, 2010 I saw Jack Dorsey give this talk at The 99% Conference last month. You could just outspend. Tesla is not.

Fractional CTO 248

Fractional CTO Startup Venture Capital Cofounder 248

ReadWriteStart

JULY 19, 2023

In the fast-paced world of technology and venture capital, a new player has emerged, poised to significantly impact the startup ecosystem. Big Sky Capital, an early-stage venture capital firm , has recently announced the launch of its inaugural fund, with $20 million in capital commitments.

Kazakhstan 92

Kazakhstan Montana Venture Capital Miami 92

This is going to be BIG.

OCTOBER 1, 2014

We all have our inherent biases and what I am not arguing here is that the venture capital world is a fair playing field for anyone. I repeat: I AM NOT ARGUING THAT VENTURE CAPITAL IS FAIR TO ANYONE. billion went to women-led ventures.". billion went to women-led ventures.". Sounds awful, right?

Venture Capital 115

Venture Capital Founder Portfolio Conversion 115

Seeing Both Sides

SEPTEMBER 19, 2010

The post is a great one, and it raises something I've been thinking a bit about lately, which is whether the lean start-up approach to building start-ups can be applied to industries beyond Internet/software. The case studies will go beyond Internet/software start-ups in exploring how other sectors can apply lean start-up theory.

Venture Capital 37

Venture Capital Lean Technical Review Software Review 37

Up and Running

SEPTEMBER 10, 2014

According to the Angel Capital Association: Angels (private money) invest in 55,000 startups each year versus 1,500 companies by VC (venture capital) funding. Your dentist may want to invest in your new software, but she doesn’t know what SaaS is, and Software as a Service doesn’t help her, either.

Angel Investor 159

Angel Investor Technical Review Software Review Accredited Investor 159

Both Sides of the Table

JULY 16, 2010

You’ll notice that Harvard lost 30% of the entire value of its portfolio. After all, most people don’t understand that “venture capital is a get rich slowly&# scheme. You don’t need to buy expensive software – there are free open source solutions for nearly everything.

LP 311

LP Technical Review Early Stage Silicon Valley 311

VC Cafe

AUGUST 2, 2022

On the infrastructure side, Epic owns ‘Unreal Engine’ the second most popular 3D graphic engine, and creator of MetaHumans, a digital twin rendering software that can be used to create hyper realistic characters to ‘populate’ the Metaverse. Fortnite generated $5.8

IP 206

IP Cofounder Valuation Acquisition 206

Both Sides of the Table

SEPTEMBER 28, 2014

This is why investors really like SaaS software companies where you have recurring revenue and your largest customer accounts for < 5% of your revenue and your renewals rates are > 90%. Many software companies have > 80% gross margins which is why they are more valuable than say traditional retailers or consumer product companies.

Burn Rate 383

Burn Rate Balance Sheet .Net Valuation 383

ReadWriteStart

JANUARY 20, 2020

All while the majority of the economy is driven greatly by boring industries often owned by private equity, not venture capital. That was before we even discussed the required software development. Why We Shouldn’t Be In Love With Startups. What Startups Should Do. If you’re a business owner looking to target startups: don’t.

Sweat Equity 107

Sweat Equity Non-Compete Startup Azure 107

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. — BOLDstart Ventures (@Boldstartvc) June 16, 2017. 2 exits including yhat (sold to Alteryx?

Cloud 60

Cloud Cofounder Portfolio Advisory Board 60

David Teten

NOVEMBER 26, 2019

So here’s the solution I have recommended to some of my portfolio companies: “ agile budgeting ”, i.e., monitoring a few key variables while giving managers significant flexibility. Disclosure: Graphite Financial is a spinoff of ff Venture Capital , where I was formerly a Partner. Guest contributed to Techcrunch.

Agile 60

Agile Management Forecast Silicon Valley 60

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

Both Sides of the Table

JANUARY 22, 2014

Traditional software vs. SaaS. I would call their portfolio companies and ask how helpful or not they’ve been. And so is venture capital. look at their portfolio list. Think of web vs. mobile. SEO marketing vs. social marketing. I’ve seen other VCs who seem to never have time to get their hands dirty.

Portfolio 364

Portfolio Chicago Sales Incubator 364

Austin Startup

MARCH 4, 2019

He does this all round for the Capital Factory portfolio but this week he’ll be in high gear making hundreds of introductions and arranging hundreds of in-person meetings at Capital Factory. Yet female founders received only 2% of venture capital dollars in 2017. Vanessa Dawson, Integris Software C.E.O,

Silicon Valley 50

Silicon Valley Technical Review Texas Venture Capital 50