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The Coming Brick Wall in Venture Capital & Why This is Good for US Innovation

Both Sides of the Table

With more competition in early-stage many VCs are investing smaller amounts at earlier stages. Some are going later stage to not miss out on hot deals. I call this “stage drift.&#. We all know the result of the over-funding of the asset class – poor returns in aggregate for the industry.

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On Funding?—?Shots on Goal

Both Sides of the Table

Shots on Goal Being great as a startup technology investor of course requires a lot of things to come together: You need to have strong insights into where technology markets are heading and where value in the future will be created and sustained You need be perfect with your market timing. I’ve definitely been wrong on market value.

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

David Teten

The extreme example of this are algorithmic investors in the public markets, who design algorithms which trade on the designer’s behalf, as opposed to making trading decisions directly. High-frequency trading, algorithmic by its nature, is estimated to account for at least 50% of US equity markets trading volume. . 1) Market fund.

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How to Scale Support of Portfolio Companies

David Teten

the “TOPSCAN” framework from my research study on value creation by VCs ): T eam-Building – We aggregate openings across our portfolio on our jobs page. Most importantly, we have regular meetings with later-stage VCs and enterprise clients both in the US and internationally to discuss our companies which fit their investment mandates.

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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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Intellectual Property for Startups in the Real World

Gust

Later stage companies have some additional concerns: What favorable impact could IP have for PR, marketing and investor relations purposes, or as an attraction to potential acquirors? How much risk do IP issues in the aggregate pose to our business ? Easier said than done!)

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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.