Both Sides of the Table

MARCH 1, 2016

At the Upfront Summit in early February, we had a chance to have many off-the-record conversations with Limited Partners (LPs) who fund Venture Capital (VC) funds about their views of the market. However, they have been sending VCs far more investment checks in the last ten years than they’ve gotten back as distributions.

Venture Capital 150

Venture Capital LP Silicon Valley Marketing 150

Both Sides of the Table

FEBRUARY 6, 2019

Yes, VC / Startup Funding is up Massively If you look at how much VC firms have raised from Limited Partners (LPs) over the past 2 decades you’ll see that we’ve returned to a level that we haven’t seen since 1999. Companies are raising billions of dollars in the private markets and the valuations are enormous PRIOR to the IPO.

Venture Capital 292

Venture Capital IPO Mezzanine Early Stage 292

David Teten

JANUARY 19, 2021

(co-written with Jamie Finney, Founding Partner at Greater Colorado Venture Fund. Similar to the explosion of seed funds in the past decade, we (and some limited partners too ) believe these Flexible VCs are on the forefront of what will become a major segment of the venture ecosystem. Of the Inc. 5000 companies, only 6.5% return cap.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

Both Sides of the Table

APRIL 15, 2010

In fact, their affiliate partners dissuaded them from doing so. They bought distribution and engineering talent. In the former case many people scoffed at paying up for Google at IPO. 6mm in Series A : RRE Ventures ( James Robinson, IV ), Village Ventures , Contour Venture Partners , and Lowercase Capital.

Venture Capital 271

Venture Capital Affiliate Valuation San Francisco 271

Both Sides of the Table

APRIL 13, 2011

If you are going to do the tour up and down Sandhill Road to try and raise your 1st round of financing you need a pitch deck because the vast majority of those meetings you are going to be sitting around a table and you will be presenting to one or more partners and that is going to be your first engagement.”. Distribution.

Technical Review 288

Technical Review Venture Capital Silicon Valley Software Review 288

Both Sides of the Table

MAY 4, 2010

Had a great chat with Jim Armstrong who is a General Partner at Clearstone Venture Partners today on TWiVC. They’ve had a total of 12 deals that have IPO’d. We also talked about Elevation Partners who invested in Palm and how this deal really salvaged their investment, which was a VERY big bet on Palm.

IPO 236

IPO .Net Venture Capital Strategic Investors 236

VC Adventure

SEPTEMBER 10, 2010

My partners and I have written extensively about this thematic approach on the Foundry Group blog: [link]. I’m extremely excited about the portfolio of companies my partners and I have put together at Foundry Group which includes some great ad tech companies which you list above.

Technical Review 60

Technical Review Due Diligence Venture Capital IPO 60

Steve Blank

AUGUST 5, 2010

In 1980 Genentech became the first IPO of a venture funded biotech company. Second, and full disclosure, I’ve invested in a few of these funds ; and third my teaching partner Ann Miura-Ko is a partner in one of these funds. But these VC’s aren’t Lean because they fund startups with web-based distribution models.

Lean 262

Lean Internet Silicon Valley Venture Capital 262

Both Sides of the Table

FEBRUARY 6, 2017

Yet as we enter February 2017 the VC funding markets are booming, Snap, Inc has filed for its IPO, AppDynamics was just purchased for $3.7 It was only a year ago that many in the Venture Capital industry were predicting that “winter was coming” and to be fair the author of this post was chief amongst them. Ok, Suster.

Venture Capital 150

Venture Capital Saudi Arabia Kuwait Burn Rate 150

Austin Startup

AUGUST 8, 2020

Over that time period, this newsletter has emerged as a must read for the city’s startup community because of its aggressive coverage of investments, IPOs, launches, Central Texas re-locations, mergers, founder-related events and (more recently) COVID-related layoffs. In fact, the Beat now counts more than 10,000 subscribers.

Austin 62

Austin Minnesota Silicon Valley Entrepreneur 62

Both Sides of the Table

APRIL 23, 2011

In the late 90’s he saw the internet boom and helped start IronPlanet.com, a construction equipment marketplace that is nearing an IPO. Yes an online video startup in ‘99 that helped large media companies encode and distribute their videos through portals. 5:00 – 5:55). Startup after Iron Planet? (6:00 6:00 – 7:30). 9:30 – 11:30).

Vertical 265

Vertical Curation Boston Burn Rate 265

Startup Lessons Learned

SEPTEMBER 7, 2008

► August (2) SXSW Case Study: SlideShare goes freemium ► July (4) Case Study: kaChing, Anatomy of a Pivot Some IPO speculation Founder personalities and the “first-class man&# th. How to get distribution advantage on the iPhone How to Usability Test your Site for Free The one line split-test, or how to A/B all the tim.

Customer Development 131

Customer Development Engineer San Francisco Developer 131

Reid Hoffman

MARCH 19, 2019

And from a financial perspective, any investor would be better off buying stock in Amazon than buying and share of a corner bookshop; if you invested $100 in Amazon’s 1997 initial public offering (IPO), those shares would have been worth about $120,000 in 2018. Blitzscaling is a strategic technique for moving faster, not a reckless gamble.

Cofounder 28

Cofounder Business Model IPO Non-Compete 28

www.geekwire.com

JULY 10, 2012

million of what partners hope will be a much larger fund. The company is hiring 300 employees in 2012, particularly software engineers with talent in key areas such as interactive analytics, mobile applications, internet scale distributed systems, high performance graphics, user experience and human oriented design. GeekWire Partners.

Venture Capital 42

Venture Capital Seattle Cofounder Software Engineering 42

Startup Lessons Learned

SEPTEMBER 12, 2008

You might get a bunch of inbound emails from other press and partners, and all of these things can contribute to a feeling that you’re on your way to getting tons of traffic. How to get distribution advantage on the iPhone How to Usability Test your Site for Free The one line split-test, or how to A/B all the tim.

Audience 119

Audience San Francisco Continuous Deployment Lean 119

View from Seed

JANUARY 24, 2018

For this reason, we’ve partnered with Guild members who have experience across different kinds of customers, business models, and distribution channels. This is an initiative that we will continue to refine in the coming years, but we are so excited to be partnering with these Guild members going forward. Back to Top).

Operations 176

Operations Cofounder Technical Review Angel Investor 176

Both Sides of the Table

JUNE 17, 2017

Is the revenue dependent on a concentrated set of distribution partners or platforms that put future revenue at risk? (This is called “revenue concentration” and the more concentrated your revenue the higher the risk that your revenue could decline in the future. For example, look at the following graph.

Stock Options 227

Stock Options Startup Dilution Venture Capital 227

Feld Thoughts

JULY 28, 2014

As a partner in one of the most visible VC firms in Colorado and an LP in many of the Colorado VC firms, I’ve never heard from Matthew or anyone from the SBIC. The booming IPO market proved the model of investing in new companies, as some SBICs cash out at attractive levels. The paperwork is silly and the overhead is non-trivial.

SBIC 142

SBIC Venture Capital Colorado SBA 142

Agile VC

MAY 23, 2012

In the wake of the undue frenzy leading up to and now ex post recriminations about Facebook’s IPO, the mainstream media and normal folks keep wondering if the non-existent “bubble” for internet companies has now popped. My partner @ LeeHower looks back: [link] 5 days ago Search. May 23, 2012. Silly stuff like this.

Internet 182

Internet Silicon Valley IPO Seed Stage 182

500hats.com

AUGUST 2, 2012

Mega VC has focused on the challenges of the post-SarbOx IPO market in the US, and has discovered opportunity in offering larger amounts of growth capital ($10-100M+) to private companies with reduced access to public markets. (note: apologies in advance for the west coast bias; i’m in silicon valley).

Silicon Valley 74

Silicon Valley Early Stage Venture Capital Valuation 74

Agile VC

JULY 11, 2012

Some disgruntled younger partners left to go start a new firm in 1965 called Greylock. Some disgruntled younger partners left in the 90s to form what is now Redpoint Ventures (IT team) and Versant Ventures (healthcare team). Big success was Digital Equipment Corporation (DEC), in which ARD invested about $2.1M

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240

Growthink Blog

MAY 23, 2011

Venture capital funds are usually 7 - 10 year partnerships whereby the general partners - the “VC” - manage the capital of the limited partners, usually institutions (endowments, pension funds, etc.). At the end of the period, all profits and proceeds are distributed to the various partners on a pre-determined split.

Angel Investor 112

Angel Investor Venture Capital Sweat Equity Cram Down 112

techcrunch.com

OCTOBER 13, 2012

He is on the board of the Angel Resource Institute, and is a partner with Montlake Capital (a late stage growth capital fund) and with Revenue Capital Management (a royalty based lender). as well as a more detailed description of the distribution of outcomes: Kauffman Foundation Angel Returns Study and NESTA Angel Investing Study.

Angel Investor 103

Angel Investor Venture Capital Seed Stage Silicon Valley 103

abovethecrowd.com

JULY 10, 2014

Because of the magical ordering system and the ability to efficiently organize a distributed set of drivers, Uber can operate effectively in markets where it simply didn’t make sense to have a dense supply of taxis. You would end up with dramatically more rides – and that is exactly what is happening. New Use Cases. Use in less urban areas.

San Francisco 111

San Francisco San Jose Marketing Technical Review 111

This is going to be BIG.

FEBRUARY 21, 2021

It’s the “hook” that gets a team noticed in a partner meeting. Whenever I suspect that someone who isn’t a white male is sandbagging their pitch with the probable vs the possible , I’ll turn around and ask the question—is it possible this is an IPO? But wait—does that mean I’m saying there’s no bias in the process?

Venture Capital 190

Venture Capital Cofounder Deal Flow Later Stage 190

Both Sides of the Table

FEBRUARY 21, 2010

My firm, GRP Partners, invested in the company that innovated this entire category – Overture (formerly known as GoTo.com). Our publisher distribution network reaches in the tens of millions of unique users and is comprised of “head end&# stars as well as many “mid tier&# and “long tail&# publishers.

Advertising 284

Advertising Las Vegas Affiliate RSS 284

Austin Startup

MARCH 7, 2021

These are all potential customers and strategic partners for startups. In short, the first wave of internet companies were widely distributed and brought people online (AOL in Virginia, Microsoft in Albuquerque and Seattle, Dell in Austin, etc.) More than 50 Fortune 500 companies are headquartered in Texas and six of the Fortune 50.

Texas 90

Texas San Antonio Houston Dallas 90

Lightspeed Venture Partners

MAY 5, 2016

Over the years we’ve had the privilege of working with amazing founders and helping them grow from infancy to IPO or acquisition in many cases. Brian joins Lightspeed as our Partner in charge of executive level talent for Lightspeed and our portfolio of companies. We know the scrappiness and the elbow grease required.

Silicon Valley 60

Silicon Valley Advisory Board Flash Pennsylvania 60

Both Sides of the Table

MARCH 11, 2011

GoTo.com went on to ink huge distribution deals with Microsoft, AOL & Yahoo! Secondly, they had an owned & operated (O&O) website – Google.com – and Overture had shut down GoTo.com at the request of their very profitable and large distribution partners. – the biggest Internet portals of the day.

Product 350

Product Tuvalu Dilution Incubator 350

Startup Lessons Learned

MAY 31, 2019

Scott Kupor is the managing partner at Andreessen Horowitz, where he’s responsible for all operational aspects of running the firm. It’s meant to support and grow a business until an “exit” in the form of an IPO, a merger or acquisition, or in less than ideal scenarios, a company shutdown. What about in the public markets?

Lean 108

Lean Venture Capital Conversion IPO 108

abovethecrowd.com

APRIL 17, 2013

One company with an astonishingly high rake is recently IPOed Shutterstock, a photo-purchasing marketplace where the content owner receives only 30% of gross receipts. The distribution power of their pervasive platform proved a remarkable vehicle for many companies; particularly games companies. Let’s start with Facebook.

Europe 101

Europe Social Network Technical Review IPO 101

Hippoland

SEPTEMBER 28, 2018

We recently announced at Hustle Fund that we will start investing in Southeast Asian software startups, and my new business partner Shiyan Koh, who just moved back home to Singapore, will be leading the charge on that. But it’s arguably even harder in a place where there aren’t ready distribution channels.

Asia 48

Asia Indonesia B2B Singapore 48

Hippoland

SEPTEMBER 28, 2018

We recently announced at Hustle Fund that we will start investing in Southeast Asian software startups, and my new business partner Shiyan Koh, who just moved back home to Singapore, will be leading the charge on that. But it’s arguably even harder in a place where there aren’t ready distribution channels.

Asia 48

Asia Indonesia B2B Singapore 48

Duct Tape Marketing

JANUARY 25, 2023

Um, he and his partner took Red Hat to an IPO early days, and Bob found himself with a lot of time and a lot of money, and a lot of people wanted to hear his story. And again, for a lot of people, that's what they were concerned with was distribution. Most of your listeners probably know what it is.

Audience 87

Audience Revenue Distribution Differentiation 87

Steve Blank

MARCH 22, 2022

While most of the IPOs have been in Quantum Computing, Quantum technologies are used in three very different and distinct markets: Quantum Computing , Quantum Communications and Quantum Sensing and Metrology. A quantum network’s value comes from its ability to distribute entanglement. Quantum Cryptography/Quantum Key Distribution.

Technology 436

Technology Algorithm Stealth Distribution 436

Startup Professionals Musings

JANUARY 17, 2022

Too many choices confuse all customers, and make your job in marketing, distribution, and support much more difficult. For many companies, the long game is choosing the right strategic partners and acquisitions. A focus on looking good as an acquisition or IPO candidate has undermined many startups. Less is more.

Startup 361

Startup Social Media India Acquisition 361

The Startup Magazine

FEBRUARY 8, 2022

Most notably, the ground-breaking development and rapid global distribution of mRNA vaccines highlighted the speed and scale of technological advances to outsmart humanity’s most dire threats. — Sajan Pillai is the CEO and Managing Partner of Season Two Ventures, an early-stage venture fund based in Southern California.

Artificial Inteligence 167

Artificial Inteligence Technical Review Global Technology 167