View from Seed

JULY 31, 2014

We’ve been remarkably consistent on this dimension as well: five of the recent 13 investments were B2C, five were B2B, and three you could categorize as B2B2C. The internet continues the disintermediation of content creation. BUSINESS-FOCUSED (B2B). Network Effect B2B. Empowering Content Creators.

Seed Stage 272

Seed Stage B2C Technical Review Disintermediation 272

Version One Ventures

JULY 19, 2018

We love their network effects and continue to invest in them. With Amazon capturing nearly 50% of US e-commerce market , it may seem that there isn’t much room for a new marketplace focused on products. B2B marketplaces. Here’s a question that we have been getting a lot lately: Do you still invest in marketplaces? .

Disintermediation 110

Disintermediation B2B Differentiation Aggregator 110

Agile VC

JUNE 12, 2012

Swipely is focused on payment marketing, namely unifying loyalty programs and payments for main street merchants. They are fully fungible for hard currency through Safaricom’s network of retail partners for either the sender or recipient of an M-Pesa mobile payment. But again the store of value in prepaid minutes was the key.

Mobile 250

Mobile Disintermediation SMS Government 250