View from Seed

DECEMBER 4, 2019

The top quartile has distributed 2.03x (vs. 1.68) and the median fund now has distributed 1.27X (vs. One or two of the best companies may continue to appreciate, but most of a VC’s portfolio has probably been realized, written off, or has maxed out its value. DPI looks a bit better. 2 years ago). So, is this good or bad?

LP 256

LP IRR Distribution Portfolio 256

YoungUpstarts

OCTOBER 23, 2017

by Joe Duncan, founder of Duncan Capital LP. 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. At least for investment banks the answer is not so clear cut. Transaction Processing.

Technical Review 154

Technical Review Artificial Inteligence Software Review IPO 154

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.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Haystack

JULY 20, 2018

This is a post I’ve wanted to write for a long time, but I needed the time to digest all the other great posts on the topics by other investors, and to analyze specific portfolio data from Haystack over the last five years. Haystack Portfolio Data. Well, that time has finally come. These questions have been rattling around my brain.

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116

David Teten

MARCH 18, 2021

Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was. Foundry Group, investing primarily in “ Software and Internet ”, follows six major themes, e.g., Human Computer Interaction (HCI) or Distribution. Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78

David Teten

JANUARY 19, 2021

Seed-stage compatible: Like traditional equity VC investors, Flexible VCs accomodate early-stage investment risk within their portfolios better than a traditional RBI funder. Flexible VC creates early liquidity which can be either reinvested or distributed to LPs. Early liquidity. Equity VC is a “get rich slow” business.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

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. Venture is a field with a power-law distribution of outcomes.

Venture Capital 204

Venture Capital Cap Table Partner LP 204