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.

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116

David Teten

DECEMBER 12, 2017

(written by Philipp von dem Knesebeck , Managing Partner, Blue Future Partners (bluefp.com, @bluefutureteam ), and David Teten ). Based on this paper, Blue Future Partners and PEVCTech recently completed a large-scale survey to find out which tools are most commonly used by venture capital firms.

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

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

View from Seed

DECEMBER 11, 2019

“I’m thrilled to announce that I’m joining [New Firm] as a Partner where I will continue to invest in great Founders across the industries I care about.”. “I In any professional service industry, there is natural shuffling in the junior roles, as the race up the pyramid towards a Partner title is like musical chairs.

Venture Capital 204

Venture Capital Cap Table Partner LP 204

This is going to be BIG.

MARCH 14, 2019

It started out with initial investment size, pricing, and outcome behavior for each deal and then it made a prediction around the distribution of outcomes. If you’re not actually modeling this out with a spreadsheet, I don’t know how you can look an LP in the face and say this. How long is your partner meeting going to be?

LP 97

LP Due Diligence Portfolio Distribution 97

Both Sides of the Table

APRIL 21, 2020

Biggest Advice I Give to Portfolio Founders? Food production and distribution, group collaboration, remote training or education, sensor technology (tracking people movement, temperatures, etc), certain biotech deals. But when a fund writes checks into a portfolio company it typically “reserves” money to invest in future rounds.

Marketing 263

Marketing Valuation Churn Rate Balance Sheet 263

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. If you want the whole deck you can find it on SlideShare but I’ve written up a short summary with commentary below.

Venture Capital 292

Venture Capital IPO Mezzanine Early Stage 292

David Teten

SEPTEMBER 2, 2017

It’s hard enough to get a job at a venture capital or private equity firm; it’s even more complex to join as a Partner. So I would start by sharing with the fund an institutional LP due diligence checklist , and ask them to share their data room with you. Contact : to existing portfolio, to internal team resources, to LPs.

Private Equity 60

Private Equity Venture Capital Equity Partner 60

Feld Thoughts

JULY 28, 2014

On paper, only one is in positive return territory as a fund, but the SBIC leverage is a substantial negative factor for the LP investors in that particular fund. 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.

SBIC 142

SBIC Venture Capital Colorado SBA 142

Hunter Walker

MAY 18, 2015

Over the first two funds we’ve ended up with just that – a group of LPs representing college endowments, foundations and fund of funds who are committed to us and the early stage venture segment. . The James Irvine Foundation joined us in Fund I and has been a great partner since. in nonprofit grants to that extent.

LP 48

LP Portfolio Early Stage Institutional Investors 48

Professor VC

DECEMBER 8, 2015

Often times those involve trading within a venture capital portfolio or between two venture firms portfolios. I was a Limited Partner in Angel Investors II (Ron Conway's angel fund) that was an investor in Confinity. Both companies offered home security and automation services through partners. At the IPO, Musk held a 14.2%

Merger 28

Merger LP IPO Redemption 28

This is going to be BIG.

JULY 30, 2015

One of the first things I did when I joined the venture asset class as a lowly institutional LP analyst in 2001 was to build the VC fund cashflow model. And those exits would be roughly 10% of the portfolio--about 3 out of every 30ish deals. Just about every analyst who looks at fund investing has built one. It's what you'd expect.

Venture Capital 60

Venture Capital Pre-Money Valuation IRR Valuation 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. LIMITED PARTNERS (LPS). Achieving profitability is the most liberating action a startup can accomplish.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40