Feld Thoughts

MARCH 24, 2017

We know many firms that build portfolios with great logos by buying into companies at later stages and higher valuations. FC’s portfolio is made up exclusively of seed stage investments at seed valuations. But they didn’t take advantage of that demand.

Founder 75

Founder LP Technical Review Seed Stage 75

This is going to be BIG.

MAY 9, 2022

Even after the worst period for VC in history—VC funds were back to market in 2004, no more than four years after the crash, right in line with the historical pace to get back at the game of investing. VCs need to invest to make their returns—and eventually, they’ll want to raise the next fund to layer more fees upon more fees.

Stock 97

Stock Marketing Valuation Later Stage 97

This is going to be BIG.

MARCH 30, 2015

Would you be surprised to know that almost half of the dot com companies founded when the boom started in 1996 were still around in 2004--four years after the peak of the NASDAQ? Retention, referral and growth hacking experts would be in high demand, asked to squeeze blood from a stone in order to grow a userbase without paid acquisition.

Hockey Stick 60

Hockey Stick Valuation Startup Maryland 60

This is going to be BIG.

DECEMBER 26, 2011

2004 gave us widespread blogging and Meetups, and 2008 showed how the web could be a community organizing and fundraising tool. I think you're going to see a major shift towards getting youth across the board interested in math and science, on accessible learning on demand, and the positive encouragement of innovation. Reader beware.).

Technology 116

Technology Valuation Community Restful 116