Version One Ventures

JULY 21, 2020

No matter the vertical, geography, business model, macro or micro trends, entrepreneurs form the nucleus of a generational company. It’s this passion, even obsession, that can inspire, create, and lead strong teams through the ups and downs of building an iconic technology business. .

Founder 213

Founder Vertical Differentiation Portfolio 213

Version One Ventures

SEPTEMBER 8, 2023

In fact, a recommendation from a founder we passed on is one of our best performing portfolio companies! However, this is not to say that I don’t spend time on nor invest in AI, dev tools, vertical SaaS, marketplaces, etc. (as as our portfolio shows ). Be a generalist and a specialist.

Cofounder 182

Cofounder Portfolio Capital Gains Vertical 182

Steve Blank

NOVEMBER 16, 2009

They’re putting money into web services/business – most without early revenue. It’s an impressive portfolio. By the time the meeting was over I left wondering whether the Customer Development model would help or hinder their companies. What we concluded is that the Customer Development model needs an additional overlay.

Customer Development 219

Customer Development Web Developer Customer 219

View from Seed

JANUARY 11, 2018

We dove deep into how this investment thesis extends to major verticals of consumer spending like entertainment , clothing , and home. And in the entertainment category, our portfolio company TripleLift provides monetization for online publishers through native ad technology. Impact First, Business Models Second.

B2B 120

B2B B2C Vertical Portfolio 120

Version One Ventures

OCTOBER 1, 2020

As we do at the end of every quarter, we’ve summarized some of the key highlights and activities across our portfolio. . Patch helps businesses of all sizes automate their sustainability goals with just a few lines of code. Announcements. Patch , a platform for negative emissions, officially launched.

Portfolio 95

Portfolio Software Review Cofounder Canada 95

View from Seed

MARCH 29, 2018

For many years, NextView has looked at many health-related businesses but invested in relatively few. We wanted to learn more about the nuanced industry market forces before applying the same hands-on investing model we do with tech startups in other verticals. I should make clear that we are not life science investors.

Vertical 120

Vertical Stealth Portfolio Seed Capital 120

Hunter Walker

MAY 4, 2014

Second, we did an investment where we actually decided to own more than 10% because of the nature of the business model. New VCs are vulnerable to fashionable verticals. Our strategy isn’t to necessarily be contrarian but we decided there were certain verticals that we weren’t going to pursue in 2013.

Software Review 100

Software Review Vertical Seed Stage Portfolio 100

David Teten

AUGUST 19, 2019

I’ve been a traditional equity VC for 8 years, and I’m now researching new business models in venture capital. We’re also regularly following-on for existing portfolio companies.”. Feenix Venture Partners : Feenix Venture Partners has a unique investment model that couples investment capital with payment processing services.

Revenue 60

Revenue Technical Review Software Review Equity 60

Version One Ventures

OCTOBER 17, 2018

But a thesis centered around network effects isn’t static – and isn’t limited to any particular sector, business model, or platform. And we also look at companies that are creating the best product for a specific vertical – including bio/healthcare and other emerging tech. Acknowledgements and gratitude.

Silicon Valley 127

Silicon Valley North America San Francisco LP 127

Cracking the Code

MARCH 24, 2015

We were fortunate to host very talented speakers from our portfolio (Ilya Sukhar from FB/Parse, Steve Marx from Dropbox, Bill Ready from Braintree, Ali Rayl from Slack, Eric Wittman from Atlassian, Sam Mac Donnell from HotelTonight.)

API 48

API Fractional CTO CTO Hire San Francisco 48

View from Seed

MARCH 15, 2018

Often, these startups tend to fall in areas like home , food , apparel , transportation — but fitting squarely within a specific vertical isn’t a requirement. . One ramification, then, is that many of these or businesses may seem odd, and certainly outside of the mold of current mainstream VC-backed companies.

Technology 120

Technology Artificial Inteligence Marketing Portfolio 120

Agile VC

FEBRUARY 5, 2014

This is especially true for those with a media / ad based business model (e.g. We invest in internet enabled companies at NextView and our portfolio is roughly equally split between consumer and B2B businesses. But B2B startups need to take a different tack.

Revenue 234

Revenue Product B2B Marketing 234

Steve Blank

AUGUST 31, 2009

Startups don’t fail because they lack a product; they fail because they lack customers and a profitable business model. Look at the Product Development model and you might wonder, “Where are the customers?” The fact is most successful startups abandon the product development model as soon as they encounter customers. ????: ??

Customer Development 238

Customer Development Developer Customer Silicon Valley 238

Steve Blank

SEPTEMBER 14, 2009

Over the same 30 years, Venture Capital firms have honed their skills and strategies to match Wall Streets needs to achieve liquidity for their portfolio companies. It may just be that the message of building companies that have predictable revenue and profit models hasn’t percolated through the VC business model.

Silicon Valley 217

Silicon Valley IPO Technical Review Venture Capital 217

Austin Startup

DECEMBER 3, 2019

Techstars provides their accelerator portfolio companies with access to financial, human and intellectual capital to fuel the success of their business. Techstars funds all types of startups, working across all verticals, applying all types of business models.

Austin 62

Austin Curation Startup Dallas 62

The Equity Kicker

AUGUST 28, 2012

First the trailblazers define a new category and initially they are viewed with extreme scepticism and many people are convinced they will fail because their business model is unsustainable and/or people won’t want their products. Ironically, social networks themselves were a much weaker investment theme.

Vertical 94

Vertical Acquisition eCommerce Flash 94

Austin Startup

FEBRUARY 21, 2020

Sisu is currently expanding its product portfolio and geographic scale to develop additional cutting-edge, patented, clinically proven medical devices, and to create a system for medical device commercialization in emerging markets. Our top goal is to break into new markets and add new products to our portfolio.

Baltimore 62

Baltimore Africa South Africa Michigan 62

Austin Startup

FEBRUARY 10, 2020

If you’re interested in sports betting (or adding a fresh element to your investment portfolio), Betmarkets thinks it knows how you can boost your profits. See Betmarkets talk about their business model in the category Innovative World Technology between 5 and 6 pm Saturday, March 14, before a live audience and a panel of expert judges.

Portugal 62

Portugal Investment Bankers United States Cofounder 62

Austin Startup

FEBRUARY 10, 2020

If you’re interested in sports betting (or adding a fresh element to your investment portfolio), Betmarkets thinks it knows how you can boost your profits. See Betmarkets talk about their business model in the category Innovative World Technology between 5 and 6 pm Saturday, March 14, before a live audience and a panel of expert judges.

Portugal 62

Portugal Investment Bankers United States Cofounder 62

Cracking the Code

NOVEMBER 13, 2008

A few days ago, Bessemer West Coast SaaS Practice - David Cowan , Byron Deeter and myself, hosted a CFO Dinner for our SaaS portfolio at John Bentleys in Redwood City. Fifteen CFOs participated - about half of them from Bessemer portfolio SaaS companies (Cornerstone On Demand, Intacct. Rethink vertical segmentation: Healthcare?

Software Review 48

Software Review Technical Review Valuation Portfolio 48

mashable.com

OCTOBER 27, 2010

You can also get great recommendations from your existing network; just be sure to research portfolios, websites and references thoroughly before making a decision to work with a particular developer. Here, developers and dev shops are organized by vertical so you can find a shop that has expertise in the kind of app you want to build.

Small Business 104

Small Business Technical Review Social Media Software Review 104

David Teten

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. If you have one, please contact me. 7) Negotiate .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

View from Seed

JUNE 23, 2022

Long-term: Influencers across the world with 10K+ followers and across all major verticals (e.g. DC: Leveraging the accelerator to refine Influencer Direct’s value proposition, business model, and positioning. RH: Close your eyes and imagine where your business will be in five years. What’s the same and what’s different?

DC 156

DC Cambodia eCommerce Social Media 156

David Teten

JANUARY 21, 2021

With a portfolio that includes food, tech, and services, the fund is industry-agnostic and focused on the overlooked and underrepresented with high-margin business models. Of Indie.VC’s portfolio, 60% of investments are not in NY, CA, or MA. The INTRO tool is available to non-portfolio companies as well.

Equity 78

Equity Revenue Cofounder Colorado 78

Cracking the Code

DECEMBER 2, 2006

The time they spend with customers is usually limited to transactional core products sales, generating lower margins – The resource allocation is not always matching the opportunity (geography, customer segment, vertical.) – The rules of engagement for technical resources (solution or product specialists) are not clear.

Software Review 48

Software Review Technical Review Europe Software 48

Steve Blank

NOVEMBER 4, 2021

Modern entrepreneurship began at the turn of the 21 st century with the observation that startups aren’t smaller versions of large companies – large companies at their core execute known business models, while startups search for scalable business models.

Customer 420

Customer Marketing Lean Vertical 420

Hippoland

AUGUST 8, 2018

In other words, if you can get 1000 people to come to your website consistently for under $5, then this business model works for you. Or second time founders focus on lucrative verticals that pay more per eyeball or focus on ad formats that pay more (such as email newsletter sponsorships). Marketing first. Product second.

Founder 48

Founder Sales Cycle Affiliate Retention 48

Hippoland

AUGUST 8, 2018

In other words, if you can get 1000 people to come to your website consistently for under $5, then this business model works for you. Or second time founders focus on lucrative verticals that pay more per eyeball or focus on ad formats that pay more (such as email newsletter sponsorships). Marketing first. Product second.

Founder 48

Founder Sales Cycle Affiliate Retention 48

Duct Tape Marketing

APRIL 14, 2022

If I can build a partner program using software with a thousand different partners, with a thousand different tactics, I, I have inherently a, a diversified portfolio. This will work for any kind of business. Or do you think that this just every business now? They are the partner and the supplier are all in one.

Marketing 90

Marketing Affiliate Channel Software Review 90

Steve Blank

JULY 2, 2009

The CDROM content business in the early 1990’s was one of the many of the long line of venture capital fads. Reply steveblank , on July 2, 2009 at 12:22 pm Said: Aamir, The game business is different from the tech business in some obvious and non obvious ways. - Make game, market, sell, profit?

Silicon Valley 120

Silicon Valley Technical Review RSS Software Review 120

View from Seed

AUGUST 2, 2017

Others take bets on certain verticals or business models, such as marketplaces, SaaS, or enterprise technology. For example, Upserve , a NextView portfolio company, is an all-in-one tech platform (POS, payments, CRM/loyalty, BI) to help restaurants better serve their customers. We’re Excited for What’s Next.

Seed Stage 273

Seed Stage Portfolio Cofounder B2B 273

Rob Go

JULY 11, 2013

As a seed fund, we tend to layer in “ capital efficient beginnings ” to the mix given our investing model and belief about the best way to build internet and software businesses. As a vertical community, the business of GrabCAD was never going to look like that of a social network or social media company.

Distribution 66

Distribution Vertical Viral B2B 66

Hunter Walker

JULY 2, 2014

“LinkedIn for (vertical X)” -> turns out there are competitors that have backed into variations of this – I’m thinking Behance/Dribble in the design space – but if you start out mimicking LinkedIn you lose.

Non-Compete 100

Non-Compete API Vertical Mobile 100

www.chubbybrain.com

SEPTEMBER 28, 2011

For four years we have offered the synchronization service for no charge, predicated on the hypothesis that a business model would emerge to support the free service. We had the wrong business model. Dave Jones made a virtue of having no business model for APB. Company: Home Portfolio. Author : Todd.

Software Review 79

Software Review Startup Technical Review Vesting 79

Venture Chronicles

AUGUST 28, 2012

Freemium is not magical pixel dust, it is a way to deliver a multi-channel business model that intersects customer segments regardless of size, complexity, and revenue opportunity. It does require you to rethink your business from top to bottom, beginning with how you meter your pricing model and ending with how you use your website.

Software 43

Software Vertical Acquisition Channel 43

Steve Blank

OCTOBER 26, 2020

The JAIC is a tiny team, yet we have a product directorate with 32 products that we’re building across six verticals – all the way from warfighter health to Joint warfighting to Business Process automation, humanitarian assistance, disaster relief, cybersecurity and predictive maintenance. Nand Mulchandani. Lessons Learned.

Artificial Inteligence 388

Artificial Inteligence Fractional CTO Technology CTO 388

techcrunch.com

FEBRUARY 19, 2010

Researchers divided the portfolio companies into six stages and startups are still operating a loss in each of the first four. Those categories represent roughly 84% of all portfolio companies. That means the vast majority of privately held companies are still very dependent on venture money to stay in business.

Venture Capital 62

Venture Capital Technical Review Sweat Equity Valuation 62