Remove Aggregator Remove Cap Table Remove Finance Remove Marketing
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What’s a Fair 409A Discount?

VC Adventure

As is true today, there was a requirement that options be priced at or above the “fair market value” of the underlying stock (otherwise there would be tax consequences to the optionee and sometimes to the company as well). Similarly I assumed that later stage companies would also show a smaller gap. I was wrong.

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VC Optimism Returning But More Pain Ahead In Their Portfolios

Hunter Walker

At the time, this is last quarter and the stock market has trended upwards nicely since then (a potential leading indicator of private tech valuations), we all agreed venture portfolios were probably still 25-40% overvalued. Soft Acquisition Market. Valuations. Whatever gets reported is just the tip of the iceberg.

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Why Is There So Much Turnover In Venture Capital?

View from Seed

Yes, there are intermittent points of feedback along the way, like valuation marks from subsequent rounds of financing. Building a venture capital firm isn’t about continuing to scale talent aggregation over time like most businesses, rather it’s about having a consistent right amount of talent and scaling AUM over time.

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“I guess we’ll know we’ve made it when a woman can get away with behaving like Elon Musk.” Talking With VC Ashley Mayer About Finding Your Career, Taking Box Public, And Why She’s Not Interested In Reading Yet Another Female CEO Takedown

Hunter Walker

Our timing was brutal: the Box S-1 coincided with the start of a major market correction for SaaS stocks, and our newly revealed financials made us a natural poster company for that change in sentiment. In the process of investing, we became rather obsessed with helping founders build more diverse and impactful cap tables.

IPO 91
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VCs eating our own dog food: Using technology and analytics to make better investments

David Teten

In liquid markets, most of the calories expended on technology and analytics are focused on trade selection, or “ origination ”. I use another live Google doc to maintain my database of companies I’m marketing to other VCs. 2) Market . Many tools designed for B2B marketing in general are also relevant to investors.

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On the Road to Recap:

abovethecrowd.com

Why the Unicorn Financing Market Just Became Dangerous…For All Involved. Many have noted that the aggregate shareholder value created by all of the Unicorns will vastly overshadow the losses from the inevitable failed unicorns. With the public markets down, these groups began writing down Unicorn valuations.

IPO 40
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Out of the Crisis #26: Brian Armstrong of Coinbase on cryptocurrency, being mission-oriented, and institution building

Startup Lessons Learned

The company's market cap at the time of their entry into the public markets topped $100 billion dollars. It kind of aggregates technology content, I suppose. And of course, I wasn't really interested in the finance side of it to me. You just keep doing that until you find product market fit. I'm curious.

IPO 113