View from Seed

SEPTEMBER 14, 2021

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. For context, seed-stage pre-money valuations are up 24% from H1 2020 to H1 2021. Source: AngelList. during this time.

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

View from Seed

SEPTEMBER 14, 2021

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. For context, seed-stage pre-money valuations are up 24% from H1 2020 to H1 2021. Source: AngelList. during this time.

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

Mucker Lab

OCTOBER 12, 2016

Combined with the usual summer slowdown, some are already raising the spectre of 2001 or 2008. Normal distributions do not exist; standard deviations are meaningless. Vertical integration of different funding risks. The “venture recession” of 2016 is in full swing. Betting on the wrong horse. The road ahead for entrepreneurs.

Harvest 60

Harvest Vertical IPO Early Stage 60

View from Seed

SEPTEMBER 14, 2021

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. For context, seed-stage pre-money valuations are up 24% from H1 2020 to H1 2021. Source: AngelList. during this time.

Valuation 156

Valuation Pre-Money Valuation Distribution Early Stage 156

Both Sides of the Table

JUNE 18, 2010

We spent the first 45 minutes or so talking about industry trends (in this order): The history and background of True Ventures, one of my favorite early-stage VC’s (and the one with whom Om is a venture partner). Founded in November 2008 by Jack Moffitt and Patrick Mahoney; CEO is Gerry Campbell (ex-AOL, ex-Reuters/OpenCalais).

Venture Capital 225

Venture Capital Non-Compete Vertical Europe 225

VC Cafe

JUNE 30, 2022

I love landscapes as they help organise the categories needed to define the vertical. From my vantage point, today’s negative financial sentiment most closely resembles 2008. It’s going to take time for the technology to reach a stage that is 1) widely distributed 2) ready for prime time.

Cloud 200

Cloud Venture Capital Cofounder Non-Compete 200