Both Sides of the Table

JUNE 27, 2021

When you’ve been playing the game a bit longer or when you have responsibilities at the fund level you start thinking more about “portfolio construction.” So if you truly want to be great at investing you need all the right skills and access AND a diversified portfolio. You’re thinking about one bullet at a time.

Bankruptcy 294

Bankruptcy Bridge Financing Portfolio Angel Investor 294

Version One Ventures

JUNE 16, 2020

We recently wrote that B2B marketplaces need to nail four things : aggregate product catalogs, automate procurement processes, increase trust/social proof, and integrate with key services in the ecosystem. DemandStar is on a great path toward executing against all four of these opportunities. .

Government 125

Government Seattle Software Review Aggregator 125

Both Sides of the Table

JUNE 18, 2015

There’s too much PR and too many tech blogs and too many newsletters and aggregators and Twitter summarizers to even try to catch everything that’s going on and equally there’s so much noise that it becomes harder to be heard. I can’t do every deal. I can’t add value in each situation.

Software Review 150

Software Review Turkey Portfolio Syndicate 150

Both Sides of the Table

MARCH 22, 2012

I’m talking in aggregate. Usually it’s on behalf of a portfolio company. My belief – unless you know the VC really well (you’re a portfolio company of theirs, for example) I’d always ask for permission first. Lately I’ve seen some friends and colleagues go nuts with intros. I do this often.

Email 359

Email Portfolio Technical Review Aggregator 359

David Teten

JULY 14, 2014

The most pervasive has been the expansion of passively managed portfolios, such as index funds and ETFs, which allow both retail and institutional investors access to a broad spectrum of investment opportunities at a much lower cost. How are investors thinking and protecting against volatility in their portfolios?

Management 114

Management Portfolio Institutional Investors Government 114

Agile VC

OCTOBER 23, 2012

They matter in the sense that GPs only earn carried interest if they generate absolute gains on their portfolio, regardless of how their fund does relative to other VC funds or even other asset classes. Even if you’re top decile for your vintage year (e.g. 3.0x+ cash on cash) is profitable.

LP 176

LP Accredited Investor Carried Interest Portfolio 176

This is going to be BIG.

FEBRUARY 27, 2023

That’s what every VC is telling their portfolio companies these days. In other words, they’re telling companies that, in order to get next round funding, they’re somehow supposed to stay the same fast growers they were before the tech downturn, but just do that longer and get to higher aggregate revenue and performance numbers.

Lean 159

Lean Aggregator Portfolio Revenue 159

David Teten

SEPTEMBER 23, 2017

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. 8) Accelerate portfolio company value. 9% (1 / 12).

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

David Teten

JUNE 14, 2011

Although any given early-stage company is quite risky, when aggregated across a large portfolio, returns are very attractive. As part of my new role, my mandate is to continue the institutionalization of the Firm, accelerate the growth of our portfolio companies, and look for great entrepreneurs and companies with which we can work.

Venture Capital 122

Venture Capital Technical Review Early Stage Portfolio 122

YoungUpstarts

OCTOBER 23, 2017

Here digital intercepts of consumer activities are aggregated into large data sets, analysed, and assessed versus market expectations. PC and mobile interfaces dynamically display portfolio valuations and exposures, along with system-generated investment recommendations tailored to a specific client’s financial goals and risk appetite.

Technical Review 131

Technical Review Artificial Inteligence Software Review IPO 131

Version One Ventures

MAY 28, 2020

Here are two examples from e-commerce use cases – both are V1 portfolio companies: Shippo : developers can use this API to connect businesses to shipping carriers. First, you can aggregate the supply especially in antiquated industries where a lot of infrastructure needs to be built for the API-as-a-marketplace.

API 207

API Aggregator B2B Demand 207

View from Seed

MAY 11, 2016

A few years ago, a friend of mine who was coming off an EIR gig at a well-known venture fund in Boston ended up joining one of my portfolio companies part-time as a technical advisor / interim CTO. Repeat founders are often excited to “get the band back together” or aggregate talent.

Founder 159

Founder Cofounder CTO Hire Early Stage 159

Version One Ventures

NOVEMBER 29, 2021

are products that aggregate data. One example is our portfolio company Defined that is aggregating data on tokens across different exchanges and blockchains. . We are also seeing a bunch of start-ups that are trying to rebuild social platforms in Web 3.0, such as BitClout. And another approach to discovery in Web 3.0

Web 97

Web Aggregator Early Stage Portfolio 97

The Startup Magazine

NOVEMBER 17, 2021

While end-to-end IR solutions aggregate all your data in one place, a siloed approach separates each process into a distinct tool, isolating analytics from reporting, targeting, and surveillance. Unfortunately, many investors interested in adding ESG funds to their portfolios report concerns over the credibility of ESG reporting.

Government 145

Government Aggregator IPO Portfolio 145

YoungUpstarts

OCTOBER 28, 2015

Patent trolls purchase portfolios containing patents and sue companies for infringing them. Although the data is public, the startup may not have been able to manually aggregate that data on its own, or the owner of the website may expressly prohibit use of the data outside of the services the owner offers. Patent Trolls.

Convertible Security 100

Convertible Security IP Technical Review Software Review 100

Both Sides of the Table

MARCH 12, 2016

And they also are great for sports events (I watch the Eagles pregame videos from fans aggregated in one place, for example). We’ve seen portfolio companies like GumGum become enormous by riding this trend. Authenticity / Endemic. Ultimately advertisers want to be remembered and to do that they need to stand out.

Advertising 150

Advertising Iowa Campaign Media 150

Duct Tape Marketing

MARCH 24, 2022

And to your question specifically, once you start to say, okay, well, where am I in my, I roll on the S curve overall, everything that's required of me, but it very much is a portfolio of curves that you are going to have a number of different curves that you're on within your work. So you're putting together that portfolio.

Leadership 81

Leadership Technical Review Fractional CTO Utah 81

Duct Tape Marketing

AUGUST 18, 2022

And to your question specifically, once you start to say, okay, well, where am I in my role on the S curve overall, everything that's required of me, but it very much is a portfolio of curves that you are going to have a number of different curves that you're on within your work. So you're putting together that portfolio.

Leadership 76

Leadership Utah Portfolio Technical Review 76

VC Adventure

AUGUST 15, 2018

It was a benefit to employees and a slight value transfer from equity holders to option holders (generally speaking in M&A transactions the value of the aggregate option exercise ends up allocated across the rest of the cap table). I thought it would be worth taking a look at the data across the Foundry portfolio.

Valuation 48

Valuation Common Stock Cap Table Software Review 48

Lightspeed Venture Partners

DECEMBER 8, 2010

The aggregation of such high-intent traffic is what makes Google a formidable force on the Internet. A Lightspeed Portfolio company. Social Media based Discovery Traffic Breaks Out. In the traditional marketing parlance, Google directed web traffic represents bottom-of-the-funnel users who are ready to take an action now.

Internet 108

Internet Media Social Media Advertising 108

David Teten

FEBRUARY 26, 2012

The company aggregates a tremendous amount of medical news and research and personalizes it into a user friendly experience. Lakewood-Amedex ( www.lakewoodamedex.com ) is a development stage biopharmaceutical company that is developing a diverse portfolio of broad-spectrum anti-bacterials, anti-virals, and targeted therapeutics.

Technical Review 128

Technical Review New York Accredited Investor IP 128

The Startup Magazine

JULY 26, 2021

Working directly with a manufacturer or wholesaler means that you’re hiring a business partner to develop your store’s product portfolio. Work Directly With A Manufacturer Or Wholesaler . On the other hand, drop shipping commonly gives a lower profit margin, so bear in mind that you’ll need to sell many products before making a good profit.

Product 157

Product Aggregator Hiring Audience 157

SVPG

JUNE 16, 2012

I have literally hundreds that I've aggregated and curated. I also have favorite quotes around portfolio management, product development, process, optimization, roles and leadership. Very hard for me to pick just ten. And my favorites change over time and depending on the company.

Silicon Valley 69

Silicon Valley Aggregator Curation Agile 69

Gust

APRIL 30, 2014

Having now invested in over 85 startups, and finding that my personal metrics are very similar to aggregated industry ones, it is clear that (a) there is little to no correlation between my home runs and my personal favorites, and (b) angel investing done correctly really *can* produce a consistent IRR in the 25%-30% range.

Angel Investor 148

Angel Investor IRR Due Diligence Aggregator 148

View from Seed

DECEMBER 11, 2019

But even at the Partner-level, the amount of transition in Venture Capital is much more than you perhaps would expect… especially in a business which should have a long term orientation with portfolio investment-hold periods and Partnerships lasting more than a decade. So why is there so much turnover in Venture Capital?

Venture Capital 204

Venture Capital Cap Table Partner LP 204

Both Sides of the Table

APRIL 4, 2011

One of the things I discuss the most with the portfolio companies I’m involved with is that “you manage what you measure.”. How many social networks, picture sharing sites, new aggregators or blogs can we really spend time on? You Manage What you Measure. Sure, but will they still be using it in a year? In 6 months? In 3 months?

Metrics 346

Metrics Startup Acquisition SEM 346

Feld Thoughts

MARCH 31, 2011

A bunch of our portfolio companies are hiring. But the growth is everywhere – Zynga (throughout the US), AdMeld (NY, London, Berlin), Fitbit (Bay Area), Gnip (Boulder), Oblong (LA), Trada (Boulder), and – well – most of our other portfolio companies.

Seattle 132

Seattle Aggregator Portfolio Email 132

Hunter Walker

OCTOBER 25, 2020

The “absolutely yes” category was dominated by creators who had branched beyond their initial piece of content and created some persistent space for the community to aggregate. Highlighted Homebrew Portfolio Jobs. The other night I was wondering which ones I’d likely still be subscribing to a year or two from now. Things I’m Enjoying.

North Carolina 112

North Carolina Community Media Video 112

Gust

JANUARY 4, 2012

How much is it worth investing in cultivating and enforcing an IP portfolio ? How much risk do IP issues in the aggregate pose to our business ? The questions that arise most with respect to any category of IP at the earliest stages include: How will this affect our chances of getting funded on favorable terms ? Barriers to entry ?

Intellectual Property 143

Intellectual Property IP Startup United States 143

OnlyOnce

DECEMBER 8, 2020

By aggregating and anonymizing thousands of data points across hundreds of private companies, we hope to (for the first time ever) provide CEOs with a very real, in-the-moment look at how their board today stacks up against others in similar cohorts. VC partners will be able to see patterns across the entire portfolio. .

Aggregator 71

Aggregator Portfolio Networking Design 71

This is going to be BIG.

FEBRUARY 22, 2010

We realized that there were certain open positions in our portfolio we wanted to call extra attention to. A week or so ago, we launched the Key Hire Wire at First Round. Over 1,000 senior professionals have since signed up for the mailer, which goes out on Fridays. I tried to make it a little more entertaining than your average job RSS feed.

Part-Time VPE 92

Part-Time VPE CTO Hire Engineer Sales 92

Genuine VC

MAY 5, 2015

Today, I’m thrilled to publicly announce NextView’s Talent Exchange, a program helping both top talent and NextView-backed startups connect with each other more easily, beginning with Boston companies (which make up just over half our portfolio). Below, I’ll quickly explain the genesis of this initiative and share a few more key details.

Portfolio 100

Portfolio Startup Boston Seed Stage 100

David Teten

SEPTEMBER 11, 2019

Buyside members generally draw from Portfolio Management, Research, Trading, Data Science, Risk and Innovation roles. billion, and 12 have been acquired for more than $6 billion in aggregate since presenting at the AIR Summit. John Klick , Credit Suisse – VP, Program Innovations Program Lead.

Private Equity 60

Private Equity Cofounder Aggregator Equity 60

ConversionXL

OCTOBER 6, 2020

choosing an investment portfolio mix, whether to change tax rates, inventory planning for next year, etc.). The foundation of the model is the aggregate of the known information. Assumptions prevent inaction but can lead to poor decision-making when the processing gaps are large (e.g., Four prerequisites for using a model.

.Net 69

.Net Net Present Value Cost Metrics 69

David Teten

FEBRUARY 7, 2012

Although any given early-stage company is quite risky, when aggregated across a large portfolio, returns are very attractive. From the point of view of a limited partner, the great challenge is scaling the business. . - Providing standardized operational support for portfolio companies. They’re also inflation-hedged.

Early Stage 148

Early Stage Private Equity Portfolio Aggregator 148

Genuine VC

JULY 10, 2012

Additional systematic value-add after investment – Strategic venture investors can add a unique set of benefits, firms with large portfolios have network effects where many institute systematic sharing among the companies, some larger VCs offer a range of “full-service” including PR and recruiting and other functions.

Syndicate 207

Syndicate Syndication Seed Stage Portfolio 207

Hunter Walker

AUGUST 26, 2022

I’m an Ashley Mayer superfan so beyond the affinity, have been fortunate enough to also bring her into Homebrew as an advisor to our portfolio companies, and invest in Coalition , a venture firm she founded along with three other amazing female operators. We had overlapping circles and then became friends.

IPO 91

IPO Cofounder Early Stage Portfolio 91