Haystack

DECEMBER 29, 2018

It’s that time of year, time to look back and reflect on the most significant storylines in the tech, startup, and VC world. And, with that warning, I offer to you, the big stories in the startup and investing ecosystem of 2018, written in ascending order of importance and magnitude…. 6/ Venture Capital In Expansion Phase.

Technical Review 165

Technical Review Venture Capital Russia China 165

Version One Ventures

FEBRUARY 20, 2020

We recently invested in a startup that creates a continuum of evidence-based care, integrating previously fragmented resources to treat substance use disorder (in hopes of preventing relapses). I’m interested in startups that are disrupting insurance with the hope of making healthcare more affordable and accessible to everyone.

Social Network 100

Social Network Vertical Cofounder Software Improvement 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). And being thesis-driven makes us more efficient when filtering through all the startups we see. I never anticipated how helpful or relevant my research skills would be in VC. Compassion.

Venture Capital 162

Venture Capital Portfolio Vertical Technical Review 162

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. – Portfolio company diversity.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. – Portfolio company diversity.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

VC Adventure

AUGUST 31, 2017

And as a rule of thumb for businesses in our portfolio we target payback periods of 12 months or less. Verticalization. Sales efficiency was not as good as I expected it to be. I generally prefer CAC payback (vs LTV to CAC ratio) – especially for earlier stage businesses.

IPO 113

IPO Vertical Balance Sheet Valuation 113

Both Sides of the Table

OCTOBER 21, 2009

It is also worth noting that the rate of attrition of startup companies once they’ve reached the three year mark is an astonishingly low 1.4% Buyers aren’t oblivious to the fact that funds need to sell older portfolio companies and an oversupply relative to demand means that prices should still be challenged going forward.

Technical Review 241

Technical Review IPO Southern California Venture Capital 241

Lightspeed Venture Partners

FEBRUARY 3, 2012

Shoedazzle*, Bonobos*, J Hilburn, Warby Parker, IndoChino etc) are vertically integrated. Vertically integrated companies can take a lot of the costs out of the system and provide a much more compelling value to the consumer while still making an attractive margin. Lightspeed portfolio companies. apparel Ecommerce'

Vertical 114

Vertical eCommerce Portfolio Channel 114

Mucker Lab

OCTOBER 12, 2016

Just six months ago, VCs were publishing white papers extolling the virtue of non-bank lending startups, but now no one will touch them with a 10-foot pole. Vertical integration of different funding risks. Whatever happened to IoT after Nest? The average (or even above average) horse never wins. The road ahead for entrepreneurs.

Harvest 60

Harvest Vertical IPO Early Stage 60

Steve Blank

NOVEMBER 16, 2009

However the Customer Development Model and the Lean Startup work equally well for startups on the web. It’s an impressive portfolio. I gave my boilerplate answer, “I’m a product guy and I tend to invest and look at deals that have measurable revenue metrics.

Customer Development 228

Customer Development Web Developer Customer 228

Version One Ventures

NOVEMBER 9, 2021

It’s similar to how Stripe removed friction from taking payments for many verticals. EnPowered joins our growing portfolio of energy and climate startups. By turning capital investments into operating expenses, the platform will unlock all sorts of creative financing solutions and increase the adoption of energy projects.

Stealth 148

Stealth Vertical Portfolio Finance 148

Cracking the Code

FEBRUARY 12, 2019

Chainalysis is the clear market leader in their vertical and sits at the nexus between crypto exchanges, financial institutions, regulatory bodies, and law enforcement agencies. important pillars towards the inevitable maturation of the cryptocurrency space.

Web 48

Web Silicon Valley Technical Review Artificial Inteligence 48

Version One Ventures

JULY 21, 2020

The startup market evolves, and so do we as VCs. No matter the vertical, geography, business model, macro or micro trends, entrepreneurs form the nucleus of a generational company. Amazing, mission-driven founders are found throughout our portfolio. Technology changes. We’ve quietly made changes to our website.

Founder 213

Founder Vertical Differentiation Portfolio 213

techcrunch.com

AUGUST 12, 2012

Zachary Bogue And Matt Ocko Launch Data Collective, An Early Stage Fund For Big Data Startups. Zachary Bogue And Matt Ocko Launch Data Collective, An Early Stage Fund For Big Data Startups. The fund views its portfolio startups as fulfilling one of the three layers of the “Big Data stack”: 1. Enterprise.

Early Stage 70

Early Stage San Francisco Los Angeles Southern California 70

Version One Ventures

SEPTEMBER 8, 2023

In fact, a recommendation from a founder we passed on is one of our best performing portfolio companies! However, this is not to say that I don’t spend time on nor invest in AI, dev tools, vertical SaaS, marketplaces, etc. (as as our portfolio shows ). Be a generalist and a specialist.

Cofounder 180

Cofounder Portfolio Capital Gains Vertical 180

Version One Ventures

OCTOBER 1, 2020

As we do at the end of every quarter, we’ve summarized some of the key highlights and activities across our portfolio. . The Globe and Mail included three of our portfolio companies Ada (#11), Jobber (#87), and Top Hat (#230) on its list of the 400 top growing companies in Canada. . Announcements. Version One updates.

Portfolio 94

Portfolio Software Review Cofounder Canada 94

View from Seed

MARCH 29, 2018

We wanted to learn more about the nuanced industry market forces before applying the same hands-on investing model we do with tech startups in other verticals. Many of these companies, however, exhibit similar characteristics to the things we invest in outside of the health vertical. They can be surprisingly capital efficient.

Vertical 120

Vertical Stealth Portfolio Seed Capital 120

View from Seed

JANUARY 11, 2018

We dove deep into how this investment thesis extends to major verticals of consumer spending like entertainment , clothing , and home. Through all of those posts, we’ve received one common question from founders: Are all Everyday Economy startups consumer-facing? The answer is no. Let me explain. 1) Enabling Layers.

B2B 120

B2B B2C Vertical Portfolio 120

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). And being thesis-driven makes us more efficient when filtering through all the startups we see. I never anticipated how helpful or relevant my research skills would be in VC. Compassion.

Venture Capital 60

Venture Capital Portfolio Vertical Technical Review 60

David Teten

SEPTEMBER 23, 2017

The only problem that faces startup investors now is how to mine this new data layer efficiently to increase returns.”. For the broader use case of helping startups execute their legal paperwork, Clerky is a focused solution. EShares is an increasingly popular tool in our portfolio for tracking private company cap tables.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

David Teten

AUGUST 19, 2019

We’re also regularly following-on for existing portfolio companies.”. Each of Feenix’s portfolio companies receives an investment in debt or equity and utilizes a subsidiary of Feenix as its credit card payment processor (“Feenix Payment Systems”). 10% of Feenix’s portfolio companies have received VC equity prior to their financing.

Revenue 60

Revenue Technical Review Software Review Equity 60

Hunter Walker

MAY 4, 2014

We think of Homebrew as our startup, just one which writes checks instead of code. 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. Not Understanding Portfolio Management.

Software Review 100

Software Review Vertical Seed Stage Portfolio 100

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

Austin Startup

DECEMBER 3, 2019

Techstars, the worldwide network that helps entrepreneurs succeed, announced the 10 startups selected for the 2020 class of Techstars Austin. Techstars provides their accelerator portfolio companies with access to financial, human and intellectual capital to fuel the success of their business.

Austin 62

Austin Curation Startup Dallas 62

Version One Ventures

MARCH 25, 2014

At version one, we are big believers in the vertical SaaS opportunity. A mobile-first approach, combined with a laser-like focus on a specific vertical, can create the right toolset to help SMBs achieve huge productivity gains ( I wrote about this nearly a year ago for TechCrunch).

Vertical 153

Vertical Cloud Mobile Partner 153

Genuine VC

JANUARY 23, 2012

At NextView Ventures, we have a number of companies in our portfolio which are “marketplace” businesses, where buyers and sellers meet to exchange a good or service. And along the way we’ve met with or observed a larger number of seed-stage startups attempting to start them. Piggyback off an existing marketplace.

Engineer 201

Engineer Vertical Portfolio Seed Stage 201

View from Seed

MARCH 15, 2018

Our philosophy is about backing technology-enabled startups that have the potential to touch millions of end-users, become ingrained in users’ daily lives, or some combination of the two. You can look to our portfolio for some examples.

Technology 120

Technology Artificial Inteligence Marketing Portfolio 120

Where to Play

AUGUST 18, 2020

In 2000, they included tentage into their portfolio and since then they have established themself as a premium brand in marriage event management. Most of their business growth was vertical by focusing on food, tentage, and decoration for marrying couples and their families. Opportunity Nr.

Pakistan 62

Pakistan Sales Cycle Marketing Technical Review 62

Austin Startup

FEBRUARY 21, 2011

Interested in being part of the entrepreneurial and startup ecosystem in Austin? ATI has served the entrepreneur community for over twenty years and focuses on the IT, Wireless, Clean Energy and Bioscience verticals. Here are two awesome-sounding jobs that will remain posted till Wednesday, so please check them out promptly.

Technical Review 70

Technical Review Intellectual Property Incubator Due Diligence 70

Agile VC

FEBRUARY 5, 2014

But B2B startups need to take a different tack. We invest in internet enabled companies at NextView and our portfolio is roughly equally split between consumer and B2B businesses. Arguably revenue is the best signal of product-market fit for B2B startups.

Revenue 234

Revenue Product B2B Marketing 234

Steve Blank

FEBRUARY 23, 2009

I was between my 7th and 8th and final startup; licking my wounds from Rocket Science, the company I had cratered as my first and last attempt as a startup CEO. I was consulting for the two venture capital firms who between them put $12 million into my last failed startup. (My It was a long way from Ellis Island.)

Silicon Valley 131

Silicon Valley RSS Venture Capital Customer Development 131

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 235

Silicon Valley IPO Technical Review Venture Capital 235

ConversionXL

MARCH 9, 2016

Typically, when people think of false bottoms, they think of vertical scrolling. Since vertical scrolling is more familiar to most people, let’s start there. This case is perhaps the most common of all, especially among tech startups. Personal Portfolios. This has been an issue for well over a decade. Image Source.

Cost 48

Cost Vertical Portfolio Design 48

Both Sides of the Table

APRIL 23, 2011

Startup after Iron Planet? (6:00 Yes an online video startup in ‘99 that helped large media companies encode and distribute their videos through portals. What gets you interested in a startup? (16:35-19:35). The entrepreneur’s story and what brought them to their startup business. 6:00 – 7:30). 16:35-19:35). 22:00-33:00).

Vertical 265

Vertical Curation Boston Burn Rate 265

Version One Ventures

OCTOBER 23, 2018

When we consider SaaS products in virtually every vertical, we realize how much potential there still is to re-invent the user experience. Note, this is something our portfolio company Ada is actually starting to address very successfully). And across the board in every vertical, why is a/b testing still so manual? For example….

Artificial Inteligence 93

Artificial Inteligence Vertical API Bootstrapping 93

Version One Ventures

JANUARY 2, 2019

Each week we like share our thoughts on a range of topics from vertical markets to general startup advice and our reflections on investing. Running a Startup. Among our Silicon Valley-based portfolio companies, every company past “A” has a distributed team. The risks of scaling too fast too soon”. So you just raised a….”

Silicon Valley 144

Silicon Valley Venture Capital Distribution Artificial Inteligence 144

Hunter Walker

MAY 10, 2015

In 2013 BigVC was putting small checks to work in lots of companies for a variety of strategic motivations (marketing, first looks at promising startups). From where I sit on the front lines, more large funds are playing lead/co-lead roles in seed rounds these days (or pushing the startups Straight to A Round ).

Portfolio 48

Portfolio Early Stage Cofounder Vertical 48