Agile VC

Trending Sources

Where Do Venture Capital Dollars Actually Come From? This Visual Explains

Agile VC

Most folks reading this will know that many startups were built in part with the help of venture capital. Click the image to view a larger version.).

Playing Startup

Agile VC

I’ve observed what may be an emerging trend, at least in some startups, that I find somewhat unsettling. It motivated me to do the same.

Not Everyone Is “Killing” It: How & When to Admit It

Agile VC

Note: This post also published at NextView’s blog for seed stage companies The View From Seed. The Power of Perception . billion. Do No Harm.

Seduced By Growth, But Terminal Scale Still Matters

Agile VC

We’re off to a fresh start here at the beginning of 2016. What happened? A realignment of valuations by late stage investors?

Square IPO: Is Square A Good Payments Business?

Agile VC

Square filed its S-1 several weeks ago and is now in the middle of its IPO road show process. This was clickbait at best or bad journalism at worst.

IPO 75

Introducing Growth Guides – Practical Help for the Seed Stage

Agile VC

We’re launching a series of platform initiatives here at NextView in 2014. Today we’re pleased to announce the first in a series of Growth Guides. What’s a Growth Guide? Well our focus here at NextView is helping exceptional seed stage companies get things off to the best possible start.

Alibaba S-1: Sizing Up A Giant

Agile VC

As I’m sure you’ve heard, Alibaba officially filed to go public yesterday. Just How Big Is Alibaba? the UPS, FedEx, DHL equivalents).

China 78

Alibaba S-1: How Well Do They Monetize?

Agile VC

Today I’m going to analyze monetization across Alibaba’s various businesses. stocks inventory) and is really more analogous to Amazon.

China 70

What TAM Really Means

Agile VC

It’s well known VC’s love markets that are huge in size, but what’s sufficiently big for a market to be attractive to VCs? It starts with an honest appraisal of TAM. TAM = ”Truly” Addressable Market –> Wikipedia would have you believe that TAM stands for total addressable market. Uber, AirBnB).

Autonomous Vehicles: Can You Get There From Here? (Part 2)

Agile VC

This is the 2nd post in a series about self-driving vehicles and it explores how autonomous cars could become a reality. and more. Ch-Ch-Ch-Changes.

Angel Investing: Know (What Motivates) Thyself

Agile VC

I was recently talking with another member of LinkedIn’s founding team. It’s been awhile since we worked together on a daily basis so a lot was just general catch up, but one of the primary reasons for our chat was that this person was starting to become a more active angel investor and was just looking for feedback.

The Rise & Fall of Great Venture Firms [Part 1] ? AGILEVC

Agile VC

NextView's still in its infancy

Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

Agile VC

Mobile payments are the trillion dollar industry that everybody's been waiting for but has never materialized.

Should Apple Buy Hungary?

Agile VC

increasing dividends or issuing preferred stock). But in all seriousness, what should Apple do with a massive and growing pile of cash?

The End of ?Internet? Companies ? AGILEVC

Agile VC

Change Collective: Helping Create A Better You

Agile VC

Change Collective announced their seed round today , in conjunction with their broader launch of the company. I thought I’d share a little of what makes us enthusiastic to partner with Ben, Derek, and their team to help them as they build their business. I first met Ben about 5-6 years ago.

The Difference Between Apple & Facebook ? AGILEVC

Agile VC

In 2011 Facebook paid out $1.4 billion to developers and

Java 57

Farmeron ? Why SaaS for Cows is Incredibly Exciting ? AGILEVC

Agile VC

Farmeron announced the closing of its $1.4M seed round today.

First Mover Fallacy

Agile VC

When we meet with entrepreneurs and ask about their competitive advantage or special sauce, one of the common responses is first mover advantage. ”We’re the first company to do X in an rapidly growing market” or similar. First Movers. Atari (home video game consoles). Twitter (microblogging). Amazon (e-commerce).

Cloud 42

Running a Startup Board Meeting

Agile VC

There’s a lot of good suggestions out there for how early stage startups can approach (or improve) board meetings. Some of my favorites are from Brad Feld (also this one from him ), Andy Payne , and Steve Blank. All three have perspective as both entrepreneurs and as investors / advisors in the startup board room. single slide board mtgs).

Microsoft, Near Death, & Enterprise Cloud

Agile VC

browsers). And Microsoft’s Azure strategy has given it a strong position in public and private cloud computing. Want names?

Cloud 36

The Future of Internet & Cars

Agile VC

Ferdinand Porsche’s electric car, circa early 1900s. But to me infotainment is really just a small part of the internet connected car story.

There Is No Subprime Model for VC

Agile VC

I was having breakfast this morning from someone I know from the LP world. payday lending). see Note 1 below re: subprime crisis of 2008-9].

Our Investment in SkyVu / Battle Bears – Taking Mobile Games Into New Territory

Agile VC

We’re pleased to announced NextView’s investment in SkyVu Entertainment, along with Lightbank and angel investors.

The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

For the last 5-7 years the universe of potential acquirers web-based businesses has been fairly concentrated.

Small Tablets Are Further Atomizing Ubiquitous Computing

Agile VC

I’ve been enjoying my iPad Mini for a couple months month now. So what are the distinctions? quick emails), etc.

Why VC’s Don’t “Crossover” Invest

Agile VC

I was talking with an entrepreneur recently about this phenomenon. Why is this? Why wouldn’t Fund IV invest at this stage?

LP 36

Putting Twitter’s IPO in Perspective

Agile VC

As many of you know, in the past I’ve done a series of posts deconstructing the S-1s of VC-backed internet startups going public.

IPO 30

Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

i*Pad [eye- pad ] noun – a $700 version of Words With Friends. First the enthusiasm. So what about the skepticism? So what about consumers?

Why Average VC Returns Don’t Really Matter

Agile VC

The VC industry (both the GP part and the LP part) pays attention to the sector’s returns, but the broader tech ecosystem only occasionally tunes in. And to be fair, the sector overall has done poorly in terms of returns in the last 10-12 years despite the fact that some funds (both established and new) have done very well.

LP 33

Great Companies and the Teams IN FRONT of Them

Agile VC

It occurred to me that we usually refer to entrepreneurs associated with a startup as being “behind” the company or phenomenon. As in Mark Zuckerberg, the Harvard drop-out behind Facebook or so-and-so, the folks behind startup X. I mean this not simply as a paean for entrepreneurs.

The VC Shakeout: Are We There Yet?

Agile VC

[ This also appears as a guest post at PandoDaily ]. Over the weekend, I read Sarah Lacy’s PandoDaily article that the VC shakeout is taking too long. It’s rather thoughtful and definitely worth reading if you haven’t had a chance to yet. So what’s actually happening? Are there a bunch more shoes to drop?

LP 31

When Does Zynga Become a Value Stock?

Agile VC

Draw something… other than this painful chart. Zynga’s faced a lot of pressure in the public markets recently. That much we all know.

Stock 31

The Unbundled Mobile Software Stack

Agile VC

I’ve been using Google’s Chrome browser on my iPad Mini for about a month now. There are several things I prefer over Apple’s Safari, including the bookmark and search history sync with my other Chrome usage (on laptop) and some small UI touches. As we all know the mobile ecosystems have remained mostly walled gardens to date.

Facebook Paid

Agile VC

Like most folks in the tech ecosystem, I’m still slightly slack-jawed this morning by the announcement late yesterday that Facebook is buying WhatsApp for approximately $19 billion in total consideration. As a thought exercise though I thought I’d try to put the valuation in perspective. This works out to $5.25 billion for it.

The Imperceptible, But Very Real Boom

Agile VC

I believe we’re going to look back in 2-5 years and realize that we’ve been in a once a decade boom for internet & software startups. It doesn’t feel much like a boom actually. In the tech sphere, a good bit of air was let out of the tires when the hype around some consumer-facing internet companies proved transitory.

IPO 23

Tacking Towards Founder

Agile VC

I had the pleasure of giving a talk on entrepreneurship at UPenn last week, which happens to be my alma mater. Non-profits and public policy (e.g.

Making Good Decisions Still Means You're Sometimes Wrong.

Agile VC

Making Good Decisions Still Means You're Sometimes Wrong. December 13, 2011. One of the hardest things for me as a VC remains telling entrepreneurs I like and respect that we're passing on their investment round. I often tell these

Our Investment in Cloze ? AGILEVC

Agile VC

Today Cloze has started to talk more publicly about their funding and also is starting to open their product more broadly.

Boston Startup Talent: Leaky Bucket or Everlasting Spring?

Agile VC

In fact I introduced Plastiq CEO Eliot Buchanan to my former PayPal colleague Keith Rabois at Khosla.