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Praying to the God of Valuation

Both Sides of the Table

There were startups and a software industry but barely. I started my first company in 1999 and was admittedly swept up in all of this: Magazine covers, fancy conferences, artificial valuations and easy money. During this era, from 2009–2015, most founders I knew were in it for building great & sustainable companies.

Valuation 466
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Back In The Filtering Game: Entrepreneur Drawn by The Siren Call Of The Startup

YoungUpstarts

by Shane Kenny, founder of Filtersnap. In 1999, my brother Aaron and I started InternetSafety.com. In a flash of brilliance, we took our dial-up filter technology and built a software product that would run on any computer regardless of its Internet connection type. The best part was that it was a blind review.

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How Pertino is reinventing the future of business networking

Lightspeed Venture Partners

Over a coffee in a small office in Cupertino (yes, their name is related to their founding hometown), we talked about how it was the right time to build a new networking company due to the confluence of three major trends: cloud, software defined networking (SDN), and the consumerization of IT. The discussion struck a chord with us.

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What is the Right Burn Rate at a Startup Company?

Both Sides of the Table

by Michael Woolf that is worth any startup founder reading to get a sense of perspective on the reality warp that is startup world during a frothy market such as 1997-1999, 2005-2007 or 2012-2014. But software companies often take longer to scale top-line revenue than retailers so it takes a while to cover your nut.

Burn Rate 383
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Brad Feld Drops Knowledge. Here’s What He Said …

Both Sides of the Table

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. If you are outside internet software we are not going to invest. and one of the founders of Oblong, John Underkoffler, was an MIT Medialab PHd.,

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Start-ups are all Naked in the Mirror

Both Sides of the Table

I started my first company in 1999 in London at the height of the dot com craze. We went through the euphoria of massive exposure at the time of our launch due to an article that ran in the Financial Times. Our software wasn’t fully baked. We had one of the largest US software companies talk about buying us.

PR 331
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A Venture Capital History Perspective From Jack Tankersley

Feld Thoughts

Jack Tankersley, a long time mentor of mine, co-founder of Centennial Funds, and co-founder of Meritage Funds, wrote me a very long response. As dollars flowed into the industry, cooperation was replaced by competition, to the detriment of deal flow, due diligence, ability to add value and, of course, returns.