Agile VC

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First Mover Fallacy

Agile VC

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.

Cloud 205
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The Consumerization of Business Software ? AGILEVC

Agile VC

One of the themes that we’ve been most interested in at NextView over the last 12+ months has been the impact of consumer web trends on business software. I’m not the first person to describe this trend, and my prior background has been primarily as a consumer web guy more than in B2B companies.

Software 100
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Revenue = Product Market Fit

Agile VC

Most consumer web/mobile companies focus on user growth and usage early in the company’s lifecycle before shifting to monetization. We invest in internet enabled companies at NextView and our portfolio is roughly equally split between consumer and B2B businesses. But B2B startups need to take a different tack.

Revenue 234
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Hardware, IoT, and the Long Arc of the Internet

Agile VC

I played around on BBS’s when I was growing up in the late ’80s and of course the foundations of the web were laid even before that by the military and academic institutions. The majority of the companies in NextView’s portfolio are fundamentally software-based, rather than being hardware related.

Internet 100
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Hardware, IoT, and the Long Arc of the Internet

Agile VC

I played around on BBS’s when I was growing up in the late ’80s and of course the foundations of the web were laid even before that by the military and academic institutions. The majority of the companies in NextView’s portfolio are fundamentally software-based, rather than being hardware related.

Internet 100
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Opportunistic & Thematic Investing ? AGILEVC

Agile VC

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.