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How is the VC Asset Class Doing?

View from Seed

One of the things I pointed out in my prior post was that even though the 2007 vintage was 10 years old, the vast majority of the value was still unrealized. If we compare the 2007 vintage data today vs. what we looked at 2 years ago, it gives us a sense of how much liquidity that vintage has enjoyed in the last couple years.

LP 256
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State of VC 2.0

View from Seed

Building off Rob’s original post, let’s continue to look at the 2007 vintage. That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. What Does the VC Performance Data Tell Us?

Valuation 319
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State of VC 2.0

View from Seed

Building off Rob’s original post, let’s continue to look at the 2007 vintage. That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. What Does the VC Performance Data Tell Us?

Valuation 295
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Finding an Investor Who is in Love with You

Both Sides of the Table

As I reflect upon the journey’s I’ve taken as a VC since 2007 I realize that the ones I was best at – and that I enjoyed the most – are ones that began by falling in love. Whenever somebody has a car startup I send it straight his way. I haven’t met any VC better connected and more thoughtful in this space.

Video 373
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Finding a Technical Cofounder

bizthoughts.mikelee.org

Mint & finances #distribution #andalsoproduct # 19 hours ago @davemcclure Idea 3: Build brand buzz to epic proportions, aka a Purple Cow, ie. iPhone & iPad #distribution #ormaybemarketing # 19 hours ago @davemcclure Idea 2: Partner with someone with an established distribution channel, ie. startupcto

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

Distribution revenue is CPC and CPA. . Historically more revenue came from distribution/lead-gen (57% in 2007), but this tipped in 2008 though appears to be steady from 2009 to 2010 at about 58% advertising and 42% distribution. Kayak generates both distribution (i.e. 166M round closed Dec 2007.

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State of VC 2.0

View from Seed

Building off Rob’s original post, let’s continue to look at the 2007 vintage. That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. What Does the VC Performance Data Tell Us?

Valuation 156