Steve Blank

FEBRUARY 19, 2013

His reaction reminded me one more time why entrepreneurship is an art, why VC’s manage portfolios of companies and why new ideas come from those who don’t respect the status quo. The mentor tried his best to get the team to look at the actual operating data that exists for this kind of service and the likely regulatory hurdles they will find.

Customer Development 224

Customer Development Vertical Agile Lean 224

VC Adventure

AUGUST 31, 2017

So no surprise that when River Cities Capital released an overview of SaaS operating and valuation benchmarks, I hung on every juicy detail. They took the 92 public SaaS companies and analyzed their key operating metrics. And as a rule of thumb for businesses in our portfolio we target payback periods of 12 months or less.

IPO 113

IPO Vertical Balance Sheet Valuation 113

David Teten

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. If you have one, please contact me. 7) Negotiate .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

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). My favorite part about being an investor is working with our portfolio companies, as well as other investors and entrepreneurs. I never anticipated how helpful or relevant my research skills would be in VC.

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. – Portfolio company diversity. billion.

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. – Portfolio company diversity. billion.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

Version One Ventures

NOVEMBER 9, 2021

Their new payment platform allows companies to pay for these capital-intensive cleantech projects as operating expenses. By turning capital investments into operating expenses, the platform will unlock all sorts of creative financing solutions and increase the adoption of energy projects. That’s where EnPowered comes in.

Stealth 148

Stealth Vertical Portfolio Finance 148

Version One Ventures

APRIL 14, 2014

As a result, the tool can grab a large market share in a certain market segment or vertical. Think Mailchimp , Dropbox , Hightail or Unbounce for horizontal solutions or Clio , Jobber or Frontdesk for vertical products (disclosure some of those are portfolio companies). The post What type of market are you operating in?

Operations 140

Operations Marketing Vertical Networking 140

David Teten

AUGUST 19, 2019

We’re also regularly following-on for existing portfolio companies.”. The average monthly operating expenses is $70,335. 30% have been operated by females, 70% have been operated by males. 40% have been operated by “visible minorities”, 60% have been operated by “non-visible minorities”. ARR of $500K+.

Revenue 60

Revenue Technical Review Software Review Equity 60

VC Cafe

JUNE 30, 2022

shout out to our portfolio company Echo3D who’s working on this) Improved collaboration tools By default, both the Unity and Unreal level editors only support a single designer editing a level at a time. I love landscapes as they help organise the categories needed to define the vertical.

Cloud 200

Cloud Venture Capital Cofounder Non-Compete 200

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 investment thesis wasn’t wrong — it’s just that they bet on the wrong horse.

Harvest 60

Harvest Vertical IPO Early Stage 60

Haystack

DECEMBER 29, 2018

As more investors have more touch points with a “Softbank round” in their portfolio, a picture emerges — rounds here often take a long time to close. Governments blocking acquisitions, the curtailment of company expansion, more scrutiny on overseas operations of U.S. The fear of them investing in a competitor is real.

Technical Review 165

Technical Review Venture Capital Russia China 165

David Teten

JANUARY 21, 2021

With a portfolio that includes food, tech, and services, the fund is industry-agnostic and focused on the overlooked and underrepresented with high-margin business models. Of Indie.VC’s portfolio, 60% of investments are not in NY, CA, or MA. The INTRO tool is available to non-portfolio companies as well. Details here.

Equity 78

Equity Revenue Cofounder Colorado 78

Hunter Walker

SEPTEMBER 27, 2021

In some ways it’s ALWAYS to an investor’s benefit to suggest a potential new investment wouldn’t be competitive to an existing portfolio company, and it’s ALWAYS to the current portfolio company’s benefit to suggest it might be. Then rinse-wash-repeat. Why do I care about how investors at other firms get paid?

Early Stage 115

Early Stage Cofounder Vertical Portfolio 115

Hunter Walker

MAY 4, 2014

New VCs, especially those with an operating background, can see a company for what they want it to be rather than what it is. New VCs are vulnerable to fashionable verticals. Our strategy isn’t to necessarily be contrarian but we decided there were certain verticals that we weren’t going to pursue in 2013.

Software Review 100

Software Review Vertical Seed Stage Portfolio 100

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). My favorite part about being an investor is working with our portfolio companies, as well as other investors and entrepreneurs. At Version One, we aim to be as thesis-driven as possible.

Venture Capital 60

Venture Capital Portfolio Vertical Technical Review 60

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. EShares is an increasingly popular tool in our portfolio for tracking private company cap tables. 8) Accelerate portfolio company value.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

View from Seed

AUGUST 13, 2014

Pros of taking their angel money include the feeder system to venture financing of the next round and the vast network of portfolio CEOs which can be tapped into for connections and help. Cons of an investment from a Super Angel include potential lack of “value-add” because his or her time is spread so thin amongst many portfolio companies.

Angel Investor 334

Angel Investor Syndicate Syndication Early Stage 334

Version One Ventures

OCTOBER 17, 2018

And we also look at companies that are creating the best product for a specific vertical – including bio/healthcare and other emerging tech. and Canada, offering portfolio companies strong networks and resources on both sides of the border. Having run our own companies, we try to pass on as much of our operations knowledge as possible.

Silicon Valley 127

Silicon Valley North America San Francisco LP 127

Version One Ventures

MARCH 4, 2014

For key positions, they should jump in and pitch a candidate to join a portfolio company. Making important early introductions to follow-on investors is one of the best ways to make sure that a portfolio company will be in a good position to rase the next round of financing. Do I have the right people on the team? Related articles.

Portfolio 154

Portfolio Vertical Operations Hiring 154

Hearpreneur

JUNE 26, 2016

What makes my particular business operation unique is that we market, tailor, and provide our clinical counseling and treatment services to traditionally over-looked segments of the wider community that typically do not access and/or obtain counseling and treatment services; specifically, many immigrant and newer immigrant populations.

Entrepreneur 92

Entrepreneur Technical Review Harvest Portfolio 92

Hunter Walker

JULY 20, 2019

While this hasn’t happened to any of our portfolio CEOs in a while, there’s one reason for a VC passing on a funding round that just sets me off: “I wanted to do the deal but couldn’t convince my partners.” ” That’s all part of building trust and visibility for a CEO into the way you operate. .”

Partner 92

Partner Cap Table Vertical Portfolio 92

View from Seed

AUGUST 30, 2017

We think it’s inevitable that this vertical will undergo the same digital transformation as every other major commerce category and we’ve made two investments behind this thesis ( Paintzen and Renoviso ) and will be expecting to do more around the construction and renovation space in the years to come. Source: Google Finance).

Denmark 244

Denmark Vertical eCommerce Internet 244

Genuine VC

FEBRUARY 12, 2012

PROs of taking his angel money are the feeder system to venture financing of the next round and the vast network of portfolio CEOs which can be tapped into for connections and help. CONS of an investment from a Super Angel include potential lack of “value add” because his time is spread so thin amongst many portfolio companies.

Angel Investor 257

Angel Investor Syndicate Syndication Early Stage 257

This is going to be BIG.

MAY 5, 2023

You can stop making new investments, but it will take years to actually work through your active portfolio companies. If you’ve been following along, I’m not always happy about how the industry operates and I plan to be even more forthright about my takes given the benefit of some distance going forward. Consider this.

Later Stage 218

Later Stage Venture Capital Term Sheet Limited Partner 218

Reid Hoffman

MARCH 2, 2021

Khosrowshahi, who previously served as CEO of Expedia before taking the reins at Uber in 2017, sat down with Greylock general partner Reid Hoffman to discuss the past, present and future of the mobility and delivery business that now operates in 71 countries around the world and employs around 20,000 people globally.

Iran 39

Iran Technical Review Non-Compete Lean 39

Version One Ventures

APRIL 8, 2014

The net effect is powerful: it empowers all of us (no matter who we are or where we are) to learn more quickly, make better decisions, and operate more efficiently. But with Mattermark, we can now leverage the vast amounts of publicly available data to identify the rising stars and compare them to other companies in their vertical.

Venture Capital 160

Venture Capital Vertical Curation SEC 160

Steve Blank

FEBRUARY 23, 2009

Both venture firms sought my advice for their portfolio companies. No one was actually quite that good, but some VCs had “golden guts” for these kinds of operating issues. It was a long way from Ellis Island.) Surprisingly, I enjoyed seeing other startups from an outsider’s perspective. Oh yes, company X, they’re having problem 343.

Silicon Valley 126

Silicon Valley RSS Venture Capital Customer Development 126

Haystack

JANUARY 18, 2020

To me, it makes sense, because “tech” is no longer a vertical – it’s seeping into every sector horizontally. This impacts portfolio construction and possibly returns, though on the flip side, end-markets are larger and outcomes can be greater — look at Datadog, for instance.

Seattle 130

Seattle Seed Stage Deal Flow Vertical 130

Version One Ventures

MARCH 29, 2017

Others are looking for baseline information on operational expenses (i.e. Mission : To provide answers to those questions that founders/operators frequently ask their investors and peers, and to replace anecdotes with data-supported answers. 2: Privately held operational. 4: Publicly available operational.

Aggregator 60

Aggregator Startup Vertical SEC 60

Hunter Walker

OCTOBER 13, 2019

At its root was they didn’t want to violate a commitment they’d made to another CEO in the portfolio. I didn’t know Ben at the time – and we’ve really only met casually a few times since – but it was one of those moments of operational clarity that gave him evergreen cred in my mind.

Portfolio 57

Portfolio Term Sheet Seed Stage Vertical 57

Ben's Blog

JULY 24, 2011

Platforms upon which their community of users continually expands into new verticals. And they have been ably managing the operations amidst simply explosive growth. Providing economic opportunity and empowerment to their sellers/hosts, enabling them to earn meaningful income. Helping to make inefficient commerce efficient.

Rhode Island 78

Rhode Island Portfolio Liechtenstein San Francisco 78

Austin Startup

DECEMBER 3, 2019

Techstars provides their accelerator portfolio companies with access to financial, human and intellectual capital to fuel the success of their business. Techstars funds all types of startups, working across all verticals, applying all types of business models.

Austin 62

Austin Curation Startup Dallas 62

Hunter Walker

JUNE 14, 2018

“Vertical Expertise” – More hands and minds around the industry maze they’re traversing. Founders articulate a certain support they’d like in figuring out operational decisions and growth challenges. The answers I receive typically fall across four categories: 1.

Cap Table 81

Cap Table Portfolio Vertical Reputation 81

Pascal's View

NOVEMBER 1, 2008

42in;text-align:left;direction:ltr;unicode-bidi:embed; vertical-align:baseline;mso-line-break-override:none;punctuation-wrap:hanging"> SOME COMMON EXAMPLES OF BOARD MISALIGNMENT.42in;text-indent:-.42in;text-align:left;direction:ltr;unicode-bidi:embed; about your operating forecasts and be prepared to revise them – up or down. -.38in;text-align:left;direction:ltr;unicode-bidi:embed;vertical-align:baseline;

Vertical 28

Vertical Syndicate Syndication Forecast 28

Both Sides of the Table

FEBRUARY 13, 2011

Both AOL and Time Warner had existing VC operations. When the companies merged, those operations also merged. A contemporary analog to this type of vertical integration is Comcast/NBC-U. Let’s talk about Revolution’s operation. Zip car operates as a club and if you are a member you can rent a car by the hour.

Cofounder 277

Cofounder Merger Founder Venture Capital 277

Steve Blank

SEPTEMBER 14, 2009

Over the same 30 years, Venture Capital firms have honed their skills and strategies to match Wall Streets needs to achieve liquidity for their portfolio companies. You have to wonder: does the VC you have on your board today have the right skill set to help you succeed in today’s economic environment? What Do VC’s Do?

Silicon Valley 223

Silicon Valley IPO Technical Review Venture Capital 223