Genuine VC

SEPTEMBER 7, 2010

Just like beer drinkers in the 90’s, the best entrepreneurs will have an increasing amount of real choice for their seed-stage funding options. beer market is due to other forces like distribution laws and global consolidation, neither of which have much to do with the venture industry.)

Seed Stage 191

Seed Stage Belgium Differentiation LP 191

View from Seed

SEPTEMBER 14, 2021

That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. Both early- and late-stage startup valuations are currently elevated. The answer is likely a mix of both.

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

Startup Professionals Musings

MARCH 14, 2020

Marketing programs and distribution channels are required for even the best solutions, with an appropriate and viable rollout and growth strategy. They are not interested in research and development, or funding at the idea stage. Undefined business model or very low gross margins. Solution development undefined or incomplete.

Due Diligence 308

Due Diligence Intellectual Property Preferred Stock Seed Stage 308

Both Sides of the Table

MARCH 1, 2016

LPs have been feeling great about venture capital due to holding valuable paper positions in companies like Uber, Lyft, Airbnb, Dropbox, all of which they feel confident will drive large cash distributions in the future. Another Area of Concern is in the Seed Investor Class. But there’s no doubt, some will make money.

Venture Capital 150

Venture Capital LP Silicon Valley Marketing 150

View from Seed

SEPTEMBER 14, 2021

That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. Both early- and late-stage startup valuations are currently elevated. The answer is likely a mix of both.

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

Rob Go

SEPTEMBER 4, 2018

Most of these rhyme with what we’ve said in the past, but some have also evolved to fit the changing landscape and our own convictions about what really matters for founders and their investors at the seed stage. However, our overall goal is to invest in the full spectrum of seed. Belief #1: The best time to invest is early.

North America 36

North America Seed Stage Early Stage Lead Investor 36

Version One Ventures

APRIL 26, 2021

We still look for pre-seed & seed stage opportunities, as we believe this is the stage where we can add the most value. You’ve probably heard the phrase “Talent is equally distributed. Even though our geographic focus is expanding, a few things aren’t changing. Opportunity is not.”

North America 126

North America Spain Seed Stage Distribution 126

Mucker Lab

AUGUST 27, 2014

My partner Erik Rannala has had a similar experience, having worked as a VC at Harrison Metal before moving down to LA to co-found our seed stage venture firm. Much of this is due to the lack of venture capital – seed-stage venture capital, in particular – to get companies off the ground here in Los Angeles.

Los Angeles 138

Los Angeles Southern California Silicon Valley Technical Review 138

BeyondVC

JANUARY 3, 2019

While developers can now spin up applications faster than ever before, one of the downsides is the complexity of managing these distributed applications and technologies. Year of HQ2 and Distributed Teams: It was a banner year for non-Silicon Valley cities as NYC and Northern Virginia were selected as Amazon’s HQ2.

Stealth 79

Stealth Advisory Board Cloud Virginia 79

Hunter Walker

SEPTEMBER 8, 2019

Some of my favorites from the post: So much capital is coming into the seed stage. There’s no capital gap structurally at the seed stage. All companies at this stage really have to do three things well. They have to build a product, distribute that product, and build a team. Maybe there was 15 years ago.

Seed Stage 105

Seed Stage Syndicate Syndication Incubator 105

K9 Ventures

APRIL 28, 2010

– a seed-stage fund. is a $6.25M fund that is designed to do concept and seed-stage investments in technology companies. Capital Efficient : Companies that need a Seed round, probably a Series A, but potentially may not need a Series B or Series C. No distributed teams, and no outsourced product development.

Seed Stage 61

Seed Stage San Francisco IP Portfolio 61

Agile VC

APRIL 17, 2011

Distribution revenue is CPC and CPA. . Historically more revenue came from distribution/lead-gen (57% in 2007), but this tipped in 2008 though appears to be steady from 2009 to 2010 at about 58% advertising and 42% distribution. Kayak generates both distribution (i.e. Expedia accounted for 24.5% Author howerl.

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

View from Seed

SEPTEMBER 14, 2021

That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. Both early- and late-stage startup valuations are currently elevated. The answer is likely a mix of both.

Valuation 156

Valuation Pre-Money Valuation Distribution Early Stage 156

Hunter Walker

NOVEMBER 20, 2020

tldr: instead of choosing between in-person or remote, your seed stage company (or team) should be more hybrid, tied to the type/phase of project going on. While we all agree that ‘apart’ is best right now for reasons of safety, the discussion around what a post-COVID world seems to be largely bifurcated into Office vs WFH/Distributed.

Early Stage 146

Early Stage Seed Stage Startup Software 146

This is going to be BIG.

AUGUST 22, 2012

It’s basically working with potential outside partners to reach your business goals--which could be revenue, distribution, financing, product development, awareness, etc. Plus, in such a connected world, at the seed stage, the "outside" bar is low--a good article, review, demo can be a difference maker and get you on the right radars.

PR 144

PR Technical Review Seed Stage Design 144

Mucker Lab

JANUARY 1, 2014

VC’s start investing in technology-enabled “offline” businesses (distribution, services etc) – most of whom would never have gotten venture money 3 years ago. Google finally fixes the problem with mobile (discovery, search, distribution, tracking, monetization, a/b testing) and races ahead while Apple waxes nostalgically for 2010.

Seed Stage 84

Seed Stage Early Stage Distribution Bootstrapping 84

Both Sides of the Table

FEBRUARY 6, 2017

In case you’re keeping score at home — that’s approximately the size of 65 US seed-stage funds managed by one company. Those two investments represent the equivalent of another 32 US seed-stage funds just in two deals. WeWork raised $690 million from Chinese investors, NextVR $80 million and Meta AR $50 million.

Venture Capital 150

Venture Capital Saudi Arabia Kuwait Burn Rate 150

Genuine VC

JANUARY 3, 2013

According to all of the blogosphere chatter over the past month, seed-funded internet startups are entering this year gearing up for the now-near-infamous Series A Crunch. to become not just ramen-profitable, but sustainably profitable. In the end, just as always: startups are risky and a majority of them do not survive.

Seed Stage 166

Seed Stage Venture Capital Audience New York 166

View from Seed

DECEMBER 7, 2017

But in addition to their inherent benefit as incentive mechanisms for distributed projects, they appear to be a useful new approach for certain types of organizations to raise funds — just as crowdfunding has been effective for everything from video game developers to hardware startups. Financing Life’s Big Tickets.

Finance 185

Finance Distribution Seed Stage Government 185

Mucker Lab

JANUARY 1, 2014

VC’s accelerate investments in “internet of things” except sometime in Q4, wake up and realize it’s no different than “consumer electronics” – and that we still need to innovate around the manufacturing infrastructure, distribution economics, and consumer liability of the consumer goods business to really make this a venture fundable category.

Seed Stage 60

Seed Stage Early Stage Distribution Bootstrapping 60

VC Adventure

MAY 5, 2022

If you abstract this across the venture industry or asset class (seed stage venture in this particular case) you run the risk of having a few outlier valuations driving what appears to be spectacular IRR. Some of those companies will be successful. Many will not. We’ll know eventually. But not now.

IRR 116

IRR Metrics Valuation LP 116

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

Gust

OCTOBER 17, 2012

Angel investors often act differently than VCs, and the fact that VCs abandoned seed-stage investing doesn’t necessarily mean they did so because seed investments are inherently less compelling. (A The distribution of returns from the different U.S. Let’s take a look at the actual data. and the U.K.,

Angel Investor 152

Angel Investor Venture Capital Seed Stage Silicon Valley 152

Both Sides of the Table

JULY 15, 2010

Can you please expand on your post about distributed teams? It was a verbal discussion on my post on distributed teams. - Yes, that was the value that we actually returned as opposed to the value of Ulta. Great exit. - I spoke about the need of the CEO, CTO and head of Products to be in the same location.

Southern California 210

Southern California Venture Capital Seed Stage Angel Investor 210

Startup Professionals Musings

AUGUST 1, 2016

Marketing programs and distribution channels are required for even the best solutions, with an appropriate and viable rollout and growth strategy. They are not interested in research and development, or funding at the idea stage. Undefined business model or very low gross margins. Solution development undefined or incomplete.

Due Diligence 120

Due Diligence Intellectual Property Preferred Stock Seed Stage 120

Genuine VC

AUGUST 3, 2012

The company’s familiarity is along what we consider to be the three most important criteria for an investment in a seed-stage startup – team, market, and product: Team – Two of the co-founders were well-known to the NextView partnership years before a line of code was even written.

Seed Stage 199

Seed Stage Cofounder Portfolio Curation 199

K9 Ventures

APRIL 9, 2014

Instead, it was more of a result of over-funding at the seed stage. There was simply too much money coming in to the seed stage, which increased the supply of companies at the seed stage. Top engineering talent today has a bimodal distribution. Series C/D is the new Mezzanine.

Mezzanine 134

Mezzanine Seed Stage Early Stage IPO 134

Startup Lessons Learned

AUGUST 24, 2009

One is explaining the world as it used to work: the importance of gatekeepers, the scarcity implied by limited distribution, and the resulting quality bar that the industry is so proud of. Mostly it is the time and expense required to create the means of distribution for that industry. It’s just taking some longer than others.

San Francisco 113

San Francisco Lean Technical Review Distribution 113

K9 Ventures

JULY 19, 2012

which was a $6.25M fund designed to be deployed over 3-4 years, making initial investments between $100K – $250K in concept and seed stage technology companies located in the San Francisco Bay Area. No distributed teams, no overseas teams, and definitely no companies that rely on “outsourcing” to build their core technology.

Technology 132

Technology Seed Stage San Francisco Limited Partner 132

K9 Ventures

JULY 19, 2012

which was a $6.25M fund designed to be deployed over 3-4 years, making initial investments between $100K – $250K in concept and seed stage technology companies located in the San Francisco Bay Area. No distributed teams, no overseas teams, and definitely no companies that rely on “outsourcing” to build their core technology.

Technology 132

Technology Seed Stage San Francisco Limited Partner 132

VC Cafe

SEPTEMBER 9, 2020

Copyright, or the lack thereof – it’s hard for creators to prevent illegal distribution of their IP. As a VC, this is an area we’re actively look at Remagine Ventures – If you’re building one of these at the pre-seed stage, I’d love to get in touch.

Aggregator 207

Aggregator Vertical Audience Seed Stage 207

Startup Professionals Musings

AUGUST 3, 2015

The right investor will have specific feedback on pricing models, distribution and market positioning to improve scalability. For new entrepreneurs looking for seed-stage help, concentrate on investors who know you or organizations with a vested interest. Use initial feedback wisely to improve your case.

Cost 120

Cost Angel Groups Due Diligence Silicon Valley 120

Hunter Walker

NOVEMBER 29, 2017

The notion that tremendous value is created by a very small percentage of startups, and the financiers behind this businesses are counting on a few of these companies to make up for all the nonperforming investments is called a power law distribution.

Seed Stage 101

Seed Stage Warrant Framework Vertical 101

techcrunch.com

OCTOBER 13, 2012

Angel investors often act differently than VCs, and the fact that VCs abandoned seed-stage investing doesn’t necessarily mean they did so because seed investments are inherently less compelling. (A The distribution of returns from the different U.S. Let’s take a look at the actual data. and the U.K.,

Angel Investor 103

Angel Investor Venture Capital Seed Stage Silicon Valley 103

Startup Company Lawyer

MARCH 14, 2010

I think that there are certain situations where the Series Seed and other stripped down equity financing documents might be appropriate, but I know that there are lots of situations where early-stage investors probably wouldn’t agree to the Series Seed terms. Series Seed. Series Seed. Registration rights.

Finance 70

Finance Software Review Term Sheet Liquidation Preference 70

Agile VC

JUNE 17, 2015

We’re hearing more about people new to startups asking their seed stage company how many months of severance is included in their package. Because while lots of startups will fail in spite of the hard work and zealous commitment of the whole team, pretty much none succeed without it.

Startup 188

Startup Cofounder Seed Stage IPO 188

Steve Blank

AUGUST 27, 2009

We’ll look at the model stage-by-stage. Concept and Seed Stage In the Concept and Seed Stage, founders capture their passion and vision for the new company and turn them into a set of key ideas, which quickly becomes a business plan, sometimes on the back of the proverbial napkin.

Silicon Valley 260

Silicon Valley Product Startup Product Development 260