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

David Teten

Some notable metrics are revenue growth rates, free cashflow, leverage ratios, historical financing amounts, returns on marketing spend, customer acquisition costs, lifetime value of customers, customer churn rates, and team social scores. 645 Ventures released a cap table simulator to help level the playing field.

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How Private Equity and Venture Capital Investors Are Eating Their Own Dogfood

David Teten

Advances in machine learning, specifically natural language processing, have made generating these baseline, aggregate datasets possible, at scale, with high accuracy. EShares is an increasingly popular tool in our portfolio for tracking private company cap tables. Most of our companies will need to raise further rounds.

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Out of the Crisis #7, Brian Chesky Part 1: running Airbnb in crisis mode, being multi-stakeholder, and re-founding the company

Startup Lessons Learned

A complete collapse of revenue that simultaneously affects your employees and your customers, your partners, your investors, everyone all at once and all the news is bad. And the good thing is, was it included people that were already in our cap table. So then what? I have known Brian Chesky for a long time.

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On the Road to Recap:

abovethecrowd.com

Many have noted that the aggregate shareholder value created by all of the Unicorns will vastly overshadow the losses from the inevitable failed unicorns. A high performing, high-growth SAAS company that may have been worth 10 or more times revenue was suddenly worth 4-7 times revenue.

IPO 40
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Customers Love Free Stuff … But That’s Not Your Problem

abovethecrowd.com

Also, take a look at this critically important data point , also aggregated by Professor Jay Ritter. These are the parties on the cap table prior to the transaction. I am a member of this group, and I have developed these perspectives over many years of watching from the inside and being equally gullible.

IPO 82