thebarefootvc

MAY 8, 2012

The best VCs are the ones that balance their optimism, vision and enthusiasm for startups with realism based on very real constraints (the primary one being his/her own time, but also includes market development and exit timing). As an entrepreneur at heart, I often innately grasp the potential of entrepreneurs and ideas that I meet with.

Venture Capital 78

Venture Capital Syndicate Syndication Bandwidth 78

Agile VC

APRIL 17, 2011

AGILEVC My idle thoughts on tech startups. Founding Date: 2004. round closed in June 2004. 1.65M extension round closed Nov 2004. How to Evaluate Firms for a Seed VC. How To Think About The Future. Cliff Notes S-1: Kayak. April 17, 2011. I thought it was time to revisit my series of “Cliff Notes” S-1s.

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

MAY 26, 2011

AGILEVC My idle thoughts on tech startups. Google is still a private company (their IPO was Aug 2004). Salesforce.com is a startup with 76,000 subscribers (over 2.1M conference happened at the end of 2004). How to Evaluate Firms for a Seed VC. How To Think About The Future. LinkedIn: The Series A Fundraising Story.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

MARCH 13, 2012

AGILEVC My idle thoughts on tech startups. I have some limited experience in dealing with patents though, both from my time as a VC and also back in my own startup days. How to Evaluate Firms for a Seed VC. How To Think About The Future. vs Facebook: Lame Lawsuit, Good Timing. March 13, 2012. Yesterday Yahoo!

IP 100

IP IPO Social Network Silicon Valley 100

View from Seed

JANUARY 26, 2016

It’s become increasingly common for startups to raise several seed rounds, and this has led to a bifurcation in the seed stage between what are known as “pre-seed” (or “genesis”) and institutional seed rounds. The entire funding progression of startups pushed out to the right.

Seed Stage 120

Seed Stage Early Stage Cofounder Finance 120

Agile VC

FEBRUARY 2, 2012

AGILEVC My idle thoughts on tech startups. I recently wrote a post noting that while the growth cycle of startups has clearly accelerated in the last 5 years, the number of truly monster new businesses (a company ultimately worth $75-100B) remains about the same … it’s a once in a decade sort of thing. February 2, 2012.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

MARCH 8, 2012

AGILEVC My idle thoughts on tech startups. But even during the macroeconomic boom of 2004 to early 2008 (inflated by various credit bubbles – housing, sovereign debt, LBOs) tech IPOs were extremely rare and then the global economic crisis of late 2008 – 2010 only further dampened hopes for a recovery. March 8, 2012.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100