David Teten

SEPTEMBER 23, 2017

In venture capital in particular, early-stage companies are often operating in frontier industries, where the rules are unpredictable and conventional analytic frameworks may be misleading. Totem is an operating system that makes investors smarter by helping them leverage their knowledge, relationships & insights.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Both Sides of the Table

MAY 23, 2012

Thomson Reuters data shows that around $10 billion of LP money went into VCs per year pre bubble. By 2000 the total LP commitments had mushroomed to more than $100 billion. LP contributions to VC firms shrunk from 2000 and by 2005-2008 had stabilized to around $30 billion per year. The Funding Problem.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

David Teten

DECEMBER 3, 2019

I walk through below how progressive investors are using technology and analytics throughout all of their operations. Tim Friedman, Founder, PE Stack , said, “If I could offer one piece of advice to today’s managers, it would be to take the time to understand the demands of the modern institutional LP. 1) Manage the firm .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

K9 Ventures

OCTOBER 10, 2017

The first time I used the words “pre-seed” (yes, the initial use was in all lower-case, but then became upper-case over time) was on June 27, 2013, at the K9 Ventures LP Meeting. Seed is the new Series A. (~$2M used get for building product, establishing product-market fit and early revenue). Where did the term Pre-Seed come from?

Seed Stage 82

Seed Stage Finance Later Stage Equity 82

Both Sides of the Table

JUNE 29, 2011

Open cloud led by Amazon with their AWS services drove total operating costs down by 90%. The LP Community Hasn’t Yet Caught Up. As I’ve started to get to know the other side of the VC industry lately (the people who invest in VC funds or “LPs&# ) one thing has occurred to me. I think some will do this.

Venture Capital 296

Venture Capital Software LP Early Stage 296

VC Cafe

APRIL 29, 2020

Many of these businesses operate in the digital realm and have seen limited impact on revenues – some have even seen their revenues explode VC Backed Startups and PPP: Do You Really Need It? Israel – 500M NIS to cash strapped startups. On the health front, there are signs of recovery.

SBA 124

SBA Technical Review Startup 124

Austin Startup

JUNE 26, 2019

You might notice what’s not on that list above: revenue, investors. No revenue isn’t always a problem for venture-style businesses; no investors + no revenue = challenges for most founders without tremendous self-funding. However, we also discovered key challenges we could not overcome with the capital and window of our team.

Silicon Valley 54

Silicon Valley Startup B2C Sweat Equity 54

Hunter Walker

FEBRUARY 25, 2018

One consistent LP complaint I hear about new’ish fund managers is that they forget a bunch of fund construction and portfolio modeling decisions are connected. We’re long term greedy – for us the economic rewards of success come after our founders and LPs get paid, but that’s a feature not a bug. That’s a great question!

Product 82

Product IRR LP Seed Stage 82

abovethecrowd.com

APRIL 20, 2016

A high performing, high-growth SAAS company that may have been worth 10 or more times revenue was suddenly worth 4-7 times revenue. One response from the LP community might be to demand commitments from new funds that prohibit inside-led rounds and cross-fund investing. The same thing happened to many Internet stocks.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

K9 Ventures

NOVEMBER 30, 2008

The General Partners (GPs) are the operating guys. The money that the GPs and other employees of the firm invest comes from Limited Partners (LPs) — typically the big university endowments, retirement funds, charitable organizations, family offices and high net-worth individuals. The LP perspective. Background.

IRR 48

IRR Venture Capital LP Early Stage 48

David Teten

MARCH 18, 2021

Thirty-four VC firms in OpenVC call themselves “early-stage” Yet, 30% of those don’t actually invest in pre-revenue startups. Revenue-Based Finance and Flexible VC investors invest using “alternative VC” structures, as opposed to conventional preferred equity and convertible notes. The phrase is quite ambiguous.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78

Start Up Blog

APRIL 29, 2013

The art of activating idle assets to bring in new revenue is occurring for both the service provider and the service creator. Especially when the brand normally operate in an invisible category like washing powder. Maybe it is the soft crackle of an LP record that has enabled vinyl LP sales to increase year on year for the past 19.

Uruguay 123

Uruguay Technical Review Vertical Las Vegas 123

David Teten

NOVEMBER 23, 2020

In its first full year of operation, VCAP attracted 159 applicants. In an article you wrote for Techcrunch in 2019 about Revenue Based Investing you mentioned that “ traditional equity VC is biased structurally against some women and underrepresented founders”. Firm revenues. Why is that? It’s far safer to just get a job. .

Venture Capital 60

Venture Capital Partner Technical Review Cofounder 60