David Teten

MARCH 14, 2018

. – Build out low-cost force multipliers such as scouts , Advisors, Entrepreneurs in Residence, Venture Partners, and so on. Typically these outside resources are paid only on a success basis, so the marginal cost is low. . All of the strategies above have very modest fixed cost. – Go public.

Private Equity 60

Private Equity Venture Capital Equity Cofounder 60

Both Sides of the Table

JULY 16, 2010

The VC industry grew dramatically as a result of the Internet bubble - Before the Internet bubble the people who invested in VC funds (called LPs or Limited Partners) put about $50 billion into the industry and by 2001 this had grown precipitously to around $250 billion. Team must be purely technical.

LP 311

LP Technical Review Early Stage Silicon Valley 311

Growthink Blog

MAY 14, 2014

These high fees obviously eat away at returns, and more profoundly are in contrast to the “disintermediation spirit” so at the heart of modern technology investing. Little discussed in most venture fund models are the high costs of deal sourcing, diligence, and oversight. This all costs money. So what to do?

Venture Capital 101

Venture Capital Disintermediation Technical Review Term Sheet 101

David Teten

JULY 25, 2017

For each of these, there is a human element (non-scaleable) and the possibility of a tech layer (which any one VC will only have implemented to varying extents). I’m very interested in additional ways to use technology to extend each of these! – A database of accurate costs for financial models: salary, rent, IT, etc.

Portfolio 60

Portfolio Technical Review Private Equity Database 60

Steve Blank

JULY 2, 2009

As Peter began to speak extemporaneously our mouths slowly fell open as he described the video game market, its size, its demographics, the state of the technology, and the state of games. Thanks for sharing the lessons you’ve learned, especially the ones where the cost is measured in years.

Silicon Valley 120

Silicon Valley Technical Review RSS Software Review 120

David Teten

AUGUST 19, 2019

Feenix Venture Partners has a unique investment model that couples investment capital with payment processing services. I asked Michael Hoffman, Partner and General Counsel of Feenix, how he compared his firm with tech-enabled Merchant Cash Advance companies, e.g., Clearbanc , C2FO , Shopify Capital , etc. He said, . “[W]e

Revenue 60

Revenue Term Sheet Founder Technical Review 60

David Teten

SEPTEMBER 6, 2015

Access to the corporate investor’s ecosystem can open up great opportunities from technology validation to customer and partner development. Says Rohit Bodas, Partner at American Express Ventures , “Our investment strategy does not assume that Amex will want to be the acquirer for any of our portfolio companies.

Venture Capital 60

Venture Capital Balance Sheet Technical Review Portfolio 60

Growthink Blog

JUNE 28, 2010

Quite simply, investing in just one or a handful of private companies is way, way too risky for most investors and should be avoided at all costs. Famed technology investors like Vinod Khosla and Ron Conway have taken this approach, with personal investment positions in literally dozens (if not more) of companies.

Private Equity 63

Private Equity Technical Review Silicon Valley Los Angeles 63

Growthink Blog

JUNE 28, 2010

Quite simply, investing in just one or a handful of private companies is way, way too risky for most investors and should be avoided at all costs. Famed technology investors like Vinod Khosla and Ron Conway have taken this approach, with personal investment positions in literally dozens (if not more) of companies.

Private Equity 63

Private Equity Technical Review Silicon Valley Los Angeles 63

David Teten

JANUARY 9, 2018

a “Bitcoin Fund”, a “Social Media Fund”, a “Nanotech Fund”), you’re going to raise capital from Limited Partners who are very focused on Theme X. Amar Bhide, my former professor, wrote in Harvard Business Review, “ Strategy is Bunk.” – Technology stack. – Network. . – Execution.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

David Teten

JANUARY 9, 2018

a “Bitcoin Fund”, a “Social Media Fund”, a “Nanotech Fund”), you’re going to raise capital from Limited Partners who are very focused on Theme X. Amar Bhide, my former professor, wrote in Harvard Business Review, “ Strategy is Bunk.” – Technology stack. – Network. . – Execution.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

abovethecrowd.com

APRIL 20, 2016

All Unicorn participants — founders, company employees, venture investors and their limited partners (LPs) — are seeing their fortunes put at risk from the very nature of the Unicorn phenomenon itself. In Q1 of 2016 there were zero VC-backed technology IPOs. LIMITED PARTNERS (LPS).

IPO 40

IPO Term Sheet Silicon Valley Valuation 40