VC Cafe

MARCH 6, 2024

You may have noticed that the fundraising market for startups has slowed down. Whether it’s text, images, audio, video or even music, new tools are democratising creativity, enabling new opportunities for startups. Are you building in this space? Not for us. Drop us a line or slide into our DMs – we’re all ears!

Artificial Inteligence 141

Artificial Inteligence Generative AI Startup Vertical 141

Hunter Walker

OCTOBER 31, 2020

Qualification #1: You know how to do something specific that is valuable and needed often in pursuing a deal or servicing the portfolio. Maybe it’s statistical analysis, growth marketing, or deck making. Highlighted Homebrew Portfolio Jobs. You’ve got some operational superpower. Climate sustainability. Things I’m Enjoying.

North Carolina 90

North Carolina Hiring Angel Investor Technical Review 90

Where to Play

AUGUST 18, 2020

The post Finding new Market Opportunities in Food Business: A Case Study of GOPA Pakistan appeared first on Where to Play. Here is the case of a local catering business from Pakistan, applying the Market Opportunity Navigator to find new market opportunities in light of a changing environment. Step 1: Market Opportunity Set.

Pakistan 62

Pakistan Sales Cycle Marketing Technical Review 62

View from Seed

OCTOBER 14, 2021

It showcases our personality, while simultaneously showcasing the accomplishments of our portfolio. It’s easy to focus on the accolades and accomplishments of today, but what did the NextView portfolio companies look like when they first started their journeys with us? The new website is colorful, it’s exuberant.

Seed Stage 296

Seed Stage Portfolio Curation Vertical 296

VC Adventure

AUGUST 31, 2017

Not surprisingly companies raised well above their revenue level in the earlier stages as they built product and sales and marketing. And as a rule of thumb for businesses in our portfolio we target payback periods of 12 months or less. Verticalization. The River Cities study measured the ratio of revenue to money raised.

IPO 113

IPO Vertical Balance Sheet Valuation 113

Version One Ventures

FEBRUARY 20, 2020

The impact of patient care management is obviously huge, but there are lots of challenges to overcome, including the go-to-market strategy (i.e. This could be similar to Hint, as an example, where people buy memberships for standardized services in a particular vertical (i.e. need to align payers, providers, patients), and scale (i.e.

Social Network 102

Social Network Vertical Cofounder Software Improvement 102

Version One Ventures

SEPTEMBER 3, 2014

Each month, we pick an up-and-coming vertical or theme and do a deep dive (with the help of Mattermark … portfolio plug). We create a market map to identify where there are opportunities for disruption and ask ourselves: if we were to build a company in this particular space, what would it look like?

Venture Capital 162

Venture Capital Portfolio Vertical Technical Review 162

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. What VCs most typically talk about are: – Industry expertise.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. What VCs most typically talk about are: – Industry expertise.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

Agile VC

FEBRUARY 5, 2014

We invest in internet enabled companies at NextView and our portfolio is roughly equally split between consumer and B2B businesses. Arguably revenue is the best signal of product-market fit for B2B startups. Business facing companies typically provide software or an online service for which their customers pay a fee.

Revenue 234

Revenue Product B2B Marketing 234

View from Seed

MARCH 15, 2018

Often, these startups tend to fall in areas like home , food , apparel , transportation — but fitting squarely within a specific vertical isn’t a requirement. . Instead, we look for large market opportunities first , and very often those come about because of some technology-enabled shift.

Technology 120

Technology Artificial Inteligence Marketing Vertical 120

Mucker Lab

OCTOBER 12, 2016

Vertical integration of different funding risks. I also believe that the ebb and flow of the venture investment cycle has been exacerbated by the recent vertical integration of early, growth, and even late stage venture funds. The average (or even above average) horse never wins. Start building your company and fundraise right away.

Harvest 60

Harvest Vertical IPO Early Stage 60

Both Sides of the Table

OCTOBER 21, 2009

Fred Wilson supports Montgomery’s view in this thoughtful post on the return of the tech IPO market. More interestingly Montgomery expect the M&A market to grow to 600 in 2011 and 750 in 2012. As a result the bigger buyers will look to fill gaps in their vertically integrated offerings.

Technical Review 241

Technical Review IPO Southern California Venture Capital 241

Version One Ventures

NOVEMBER 9, 2021

EnPowered Payments links business customers (such as large electricity users like manufacturing facilities, hospitals, hotels, and greenhouses) to a market of lenders. It’s similar to how Stripe removed friction from taking payments for many verticals. EnPowered joins our growing portfolio of energy and climate startups.

Stealth 148

Stealth Vertical Portfolio Finance 148

View from Seed

OCTOBER 14, 2021

It showcases our personality, while simultaneously showcasing the accomplishments of our portfolio. It’s easy to focus on the accolades and accomplishments of today, but what did the NextView portfolio companies look like when they first started their journeys with us? The new website is colorful, it’s exuberant.

Seed Stage 194

Seed Stage Portfolio Curation Vertical 194

Duct Tape Marketing

NOVEMBER 23, 2023

She combines her experience in Marketing, with her education (and obsession) with Group Dynamics and Psychology, to help leaders create engaging everyday experiences – that are so contagious they scale across teams, functions and regions. So vertical, you're the expert. Click on over and give us a review on iTunes, please!

Framework 70

Framework Campaign Audience Vertical 70

Version One Ventures

SEPTEMBER 8, 2023

We believe that it’s good to be contrarian to the rest of the market and other investors, but not to be conflicted in a partnership where alignment should be more important. In fact, a recommendation from a founder we passed on is one of our best performing portfolio companies! as our portfolio shows ).

Cofounder 182

Cofounder Portfolio Capital Gains Vertical 182

Version One Ventures

APRIL 14, 2014

When we look at investment opportunities, we need to consider the type of market that the potential investment is in. How much room is there for a market leader or leaders? These markets are driven by network effects and only one company will win in the space. Today this type of market is mainly in commerce and enterprise IT.

Operations 140

Operations Marketing Vertical Networking 140

Version One Ventures

JULY 21, 2020

The startup market evolves, and so do we as VCs. No matter the vertical, geography, business model, macro or micro trends, entrepreneurs form the nucleus of a generational company. Amazing, mission-driven founders are found throughout our portfolio. Technology changes. We’ve quietly made changes to our website.

Founder 213

Founder Vertical Differentiation Portfolio 213

Haystack

DECEMBER 29, 2018

Hundreds of new micro funds somehow keep getting into the market. If every sector is to be transformed by technology, and if private markets keep growing, it makes today’s conditions understandable. More and more angels will be minted as the 2019 IPO class emerges. 5/ Early Effects Of The Softbank Effect.

Technical Review 165

Technical Review Venture Capital Russia China 165

Feld Thoughts

MAY 26, 2014

Hint – count the vertical lines carefully. Growth Hacker Marketing: A Primer on the Future of PR, Marketing, and Advertising (APenguin Special from Portfolio) : I figured I’d read the cannon on Holiday so this was next. For example, here’s me painting a horse. Red Bang : I wanted to love this book.

Dallas 113

Dallas Technical Review Vertical PR 113

David Teten

SEPTEMBER 23, 2017

The extreme example of this are algorithmic investors in the public markets, who design algorithms which trade on the designer’s behalf, as opposed to making trading decisions directly. High-frequency trading, algorithmic by its nature, is estimated to account for at least 50% of US equity markets trading volume. . 1) Market fund.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

David Teten

AUGUST 19, 2019

We’re also regularly following-on for existing portfolio companies.”. The mode purpose for funding is (in order of frequency) Sales, Marketing, Market Expansion, Product Development, and Hiring Employees. 10% of Feenix’s portfolio companies have received VC equity prior to their financing. ARR of $500K+.

Revenue 60

Revenue Technical Review Software Review Equity 60

Hunter Walker

MAY 4, 2014

There are good opportunities on your plate which don’t exactly fit in the markets you thought you’d be focused. Obviously too early to understand whether our changes made sense but we felt like they were appropriate based on market feedback and our goals in working with the best entrepreneurs. Chasing Hot Markets.

Software Review 100

Software Review Vertical Seed Stage Portfolio 100

View from Seed

MARCH 29, 2018

We wanted to learn more about the nuanced industry market forces before applying the same hands-on investing model we do with tech startups in other verticals. The venture capital market in this category is fairly concentrated among series A and expansion-stage funds that prefer to invest in companies with substantial revenue.

Vertical 120

Vertical Stealth Portfolio Seed Capital 120

Cracking the Code

FEBRUARY 12, 2019

Chainalysis is the clear market leader in their vertical and sits at the nexus between crypto exchanges, financial institutions, regulatory bodies, and law enforcement agencies. important pillars towards the inevitable maturation of the cryptocurrency space.

Web 48

Web Silicon Valley Technical Review Artificial Inteligence 48

Hearpreneur

FEBRUARY 1, 2019

#2- Following my passion where there was no market. While the events happened in 1979 the lessons for entrepreneurs are timeless:I had a passion for coaching senior executives and quietly conducted market research to confirm that there was a need for this service.On Thanks to Rafe Gomez, Vertical Cloud Inc. ! . #4-

Entrepreneur 55

Entrepreneur Delaware Hiring Social Media 55

Hearpreneur

FEBRUARY 1, 2019

#2- Following my passion where there was no market. While the events happened in 1979 the lessons for entrepreneurs are timeless:I had a passion for coaching senior executives and quietly conducted market research to confirm that there was a need for this service.On Thanks to Rafe Gomez, Vertical Cloud Inc. ! #4-

Entrepreneur 54

Entrepreneur Delaware Hiring Social Media 54

Version One Ventures

SEPTEMBER 3, 2014

Each month, we pick an up-and-coming vertical or theme and do a deep dive (with the help of Mattermark – portfolio plug). We create a market map to identify where there are opportunities for disruption and ask ourselves: if we were to build a company in this particular space, what would it look like?

Venture Capital 60

Venture Capital Portfolio Vertical Technical Review 60

Version One Ventures

APRIL 25, 2017

The same thing happens in the market: good companies can have a lower stock price due to public sentiment and market factors outside of their control. Not every start-up can play in a vertical that’s an investor darling. For example, you may be in a crowded market. It’s like swimming upstream.

Customer 130

Customer Vertical Stock Portfolio 130

Cracking the Code

MARCH 24, 2015

The objective of the conference was to understand how APIs will power the next great web and mobile companies and share some best practises in understanding when to use APIs or not and how can API company best market to developers.

API 48

API Fractional CTO CTO Hire San Francisco 48

View from Seed

SEPTEMBER 14, 2021

Will Quist did a great job of explaining this market rhetoric in this thread. The three-question framework goes as such: Q: How much tech-related market cap will be created in the next 10-20 years? So, on one hand, the market see ms like a total frenzy these days. However, I am not sure that is the case with VC.

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

Version One Ventures

MARCH 25, 2014

At version one, we are big believers in the vertical SaaS opportunity. A mobile-first approach, combined with a laser-like focus on a specific vertical, can create the right toolset to help SMBs achieve huge productivity gains ( I wrote about this nearly a year ago for TechCrunch).

Vertical 153

Vertical Cloud Mobile Partner 153

View from Seed

SEPTEMBER 14, 2021

Will Quist did a great job of explaining this market rhetoric in this thread. The three-question framework goes as such: Q: How much tech-related market cap will be created in the next 10-20 years? So, on one hand, the market see ms like a total frenzy these days. However, I am not sure that is the case with VC.

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

deal architect

NOVEMBER 17, 2020

I must admit I did a double take when I read this from Bob Evans "On top of that, Ellison mapped out Oracle’s desire to offer a massive portfolio of industry-specific solutions that fuse (no pun intended) the broad capabilities.

Portfolio 243

Portfolio Vertical Global Software 243

View from Seed

JANUARY 11, 2018

We dove deep into how this investment thesis extends to major verticals of consumer spending like entertainment , clothing , and home. And in the entertainment category, our portfolio company TripleLift provides monetization for online publishers through native ad technology. BookBub ), hybrid B2C/B2B2C models (e.g.

B2B 120

B2B B2C Vertical Portfolio 120

Genuine VC

JANUARY 23, 2012

At NextView Ventures, we have a number of companies in our portfolio which are “marketplace” businesses, where buyers and sellers meet to exchange a good or service. Brute force a mini-market and expand. Often this focus can be on a specific geography or vertical. Piggyback off an existing marketplace.

Engineer 201

Engineer Vertical Portfolio Seed Stage 201