A Short Guide To Investment Portfolios

YoungUpstarts

An investment portfolio will help your money work harder for you and is often designed to spread this risk (although it should be noted, it is not without risk). . How do I create an Investment Portfolio? An investment portfolio provides the possibility of greater returns.

Meet Summer: Our Portfolio Company Changing The Student Loan Landscape

View from Seed

The post Meet Summer: Our Portfolio Company Changing The Student Loan Landscape appeared first on NextView Ventures. Blog PortfolioStudent loan is a generational crisis – there are 45 million borrowers in the U.S. on the hook for $1.6 trillion in student loan debt, tripled in the last 10 years. When we think about money in the context of everyday living for the next generation of consumers, it’s impossible to ignore the weight of the student loan burden. .

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How Covid-19 Has Impacted VC Portfolios

View from Seed

One topic of conversation among VC’s over the last few months is how their portfolios are faring during the Covid pandemic. So I thought I’d share my observations, informed by what’s going on in our portfolio and from what I can gather from others in the ecosystem. VC’s invest in dozens of companies in any given fund, and so the impact of the pandemic gets spread out across that portfolio. These tend to vacillate a lot early on, but converge as portfolios mature.

Protecting Your Portfolio

YoungUpstarts

Yet, as long as you do it the right way, you can end up being a wise investor, and one of the most important factors to take into account is your portfolio. Starting with a solid and manageable portfolio can help to set the pace so that the rest of your financial investments stay in check. Here are some of the basics in terms of establishing and handling your portfolio: Rate of Returns. Others financial management investment managing your portfolio portfolio management

Managing Innovation Portfolios – Principles Before Tools

Grasshopper Herder

Don’t get buried in the tools and platforms -- know how your resources, time frames, risks, and options work together to create a viable innovation portfolio map. The post Managing Innovation Portfolios – Principles Before Tools appeared first on GrasshopperHerder.com. Corporate Startup Innovation Ecosystem Innovation Innovation Accounting Metrics Metrics & Innovation Accounting Startup Tool

Your New Venture IP Portfolio Sets Investment Value

Startup Professionals Musings

A large portion of your competitive advantage and your potential value to investors is the size of your intellectual property portfolio. In reality, patents are only one of at least eight items that should be in your IP portfolio. business valuation intellectual property new venture portfolioWhen someone says Intellectual Property (IP), most entrepreneurs think only of patents. You need all these before you start looking for funding.

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Investment Planning: How Gold Helps Balance Equity Risks In Your Portfolio

YoungUpstarts

Not all investors have it in them to handle the roller coaster ride provided by equities, which is why they try their luck at creating a balanced portfolio of low and high risk equities. Interestingly, investment advisors and portfolio management firms barely allocate it in investments.

Time Diversity In VC Portfolios

Haystack

There’s more about this topic all over the web, but the basic gist is — when building a VC portfolio, many investors prefer to have some “time diversity” baked into the mix because 1) prices can fluctuate and a longer time period can increase the odds that a portfolio is built when prices are lower and 2) it can help the investors “pace” their initial capital deployment and reduce the risk of investing too quickly and too loosely.

Lessons from a Diverse Venture Capital Portfolio

This is going to be BIG.

Creating this community doesn’t only mean backing diverse founders, but also surrounding yourself with a community of other diverse professionals to help your portfolio. Brooklyn Bridge Ventures , the pre-seed and seed stage VC fund I run in NYC, has invested in 64 companies in the last six and a half years. Twenty-five of them have at least one female co-founder. Fifteen had co-founders over 40. Five have LGBTQ+ founders. Three teams have African-American founders.

The Version One Anti-Portfolio – the opportunities we missed…

Version One Ventures

Bessemer started the idea of the “anti-portfolio” – the companies that you passed on, but ended up doing very, very well. . After Honey was acquired by PayPal for $4B a few weeks ago, we thought it was a good time to share the Version One anti-portfolio: Honey.

Q4 2018: Portfolio News and Activities

Version One Ventures

Q4 was an important quarter for our firm and portfolio companies. Follow @VersionOneVC for the latest news from us and our portfolio! The post Q4 2018: Portfolio News and Activities appeared first on Version One. We are well into 2019. And yes, this is the time of year when people are thinking about resolutions and looking ahead. And while we are very excited about the new year and new fund, we also want to spend a few minutes to reflect on last quarter.

What’s The Optimal Portfolio Strategy for a Venture Fund?

VC Adventure

A key question my post didn’t consider was what the ideal venture portfolio might look like in the face of these data. . I think we intuitively understood this back in 2006 and the cruz of our debate centered around just how diversified should a portfolio like ours be.

Some Homebrew Portfolio News

Hunter Walker

Cribbing from the Homebrew blog to just share some nice portfolio news: “Proud to have supported this company since their earliest days” is how VCs coyly signal that they were in early before the rocketship company was off the launch pad. Well, three startups that we’re proud to have supported since their earliest days announced substantial financings recently. Yeah, we had conviction years ago. And yeah, they’re all looking like great, savvy picks.

Q2 2019 Summary: Portfolio News and Activities

Version One Ventures

We welcomed Dolly (same -day retail delivery service) to our portfolio, after participating in a $7.5m The post Q2 2019 Summary: Portfolio News and Activities appeared first on Version One. Happy Canada Day to our friends and colleagues north of the border, and Happy Fourth of July to those of you south of the border. We hope everyone is having a great start to summer. Here’s a quick recap of the key activities and announcements from this past quarter. .

Conviction, Diversification, and Portfolio Construction

Haystack

The first wave of reactions centered around the importance of diversification in a portfolio. Ok, sure, so portfolio diversification is wise, yet behind closed doors, we hear many LPs grumble about a fund they’ve backed that’s found 1 or even 2 huge winners but where the check size is so small the returns don’t even return the fund at a multi-billion dollar exit.

Q3 2019: Portfolio News and Activities

Version One Ventures

Before we head into the last quarter of the year, let’s take a few minutes to highlight some notable announcements made over the summer in the V1 portfolio. The post Q3 2019: Portfolio News and Activities appeared first on Version One. Launches and product updates. Jobber launched several new automated sales and marketing features to help home services companies (like landscapers, electricians, plumbers, painters, and cleaners) grow their businesses.

4 Practical Insights For Creating A Profitable Cryptocurrency Investment Portfolio

YoungUpstarts

2017 appeared to be the height of the last bull run in cryptocurrencies – all you had to do was to buy a decent coin, sit back, relax, and watch the value of your portfolio increase.

Q1 2019 Summary: Portfolio News and Activities

Version One Ventures

The Version One portfolio is filled with great startups doing incredible things, and here’s a selection of what has been happening (that we can talk about publicly): Company news and product releases: Outreach launched Galaxy, the app marketplace for the modern sales team. The post Q1 2019 Summary: Portfolio News and Activities appeared first on Version One. We’re already a full quarter into 2019, and as expected, it’s shaping up to be a busy year.

Q3 2018 Summary: Portfolio News and Activities

Version One Ventures

We’re particularly proud and excited for this development, as it’s two portfolio companies joining forces! The post Q3 2018 Summary: Portfolio News and Activities appeared first on Version One. It’s the beginning of October. Fall is underway, and it’s time to summarize all the key news and announcements from last quarter. And we have a lot of exciting things to share in the coming months, so stay tuned! Announcements and Accolades.

Q3 2017 Round-Up: Portfolio News and Activities

Version One Ventures

We continue to invest in blockchain companies and funds such as Coinbase and Metastable Capital , which join our existing crypto portfolio ( Blockstack , Citizen Hex and Polychain Capital ). Here’s a quick recap of our other funding announcements, portfolio news, and product updates (the things we can announce publicly): Funding announcements. We welcomed Gencove , a B2B sequencing company, to our portfolio. Select activities from around the portfolio.

Historic Oil Crash Highlights Need for Diversified Portfolios

The Startup Magazine

The tumultuous nature of the plummet highlighted a burgeoning need for investors to have proper portfolio diversification; advice commonly given out, but scarcely followed. Portfolio diversification spreads your risk, as you can invest in multiple industries. Identifying which investments could be used to diversify your portfolio can be a difficult affair, largely because there are so many to choose from.

Baking Up a Successful Business With an Online Portfolio

The Startup Magazine

A baker portfolio can fulfill an important role. The ideal place to begin is with a decision to build a portfolio website. How portfolios help showcase creativity. A portfolio tends to be associated with a few particular fields. Creating stories with an online portfolio.

The portfolio analysis of industry events

deal architect

I was taken aback by the modesty of Stan Swete’s question “Would you invest multiple days in a future Workday technology summit?” My answer was an easy yes. Workday, with a consistent track record of 3 releases a year and. Industry Commentary

How To Interpret VC Twitter Reactions To Portfolio Company Acquisitions

Hunter Walker

Here’s How to Interpret VC Reactions To a Portfolio Company Acquisition. In my 6+ years of Homebrew , I’ve become a student of VC social media. For the first time, I pull back the cover and share this with you, putting myself at risk by breaking the venture omerta. Tweets congratulatory blog post, pics from closing dinner w open wine bottles, seven year old photo of VC w the founder = RETURNED THE FUND!!!

Add Startups to Balance Your Portfolio, If You Dare

Startup Professionals Musings

With all these considerations, I recommend the following steps and considerations for investors newly interested in startups: Build a balanced investment portfolio. entrepreneur risk startups portfolio investors businessReuters TV Interview by Rhonda Schaffler Investing in entrepreneurs and startups is a fun but different world from investing in conventional stocks, bonds, and commodities.

Recapping Q2 2018: Portfolio News and Activities

Version One Ventures

Other news and highlights across the portfolio. The post Recapping Q2 2018: Portfolio News and Activities appeared first on Version One. Happy Canada Day and Fourth of July to our friends and colleagues on both sides of the border. We hope everyone is having a great start to summer. Here’s a quick recap of the key activities, news coverage and announcements that occurred in Q2.

Two Portfolio Tips for First Time Seed Funds

Hunter Walker

That said, there are two portfolio modeling/management tips that I do think are valuable exercises for every Fund I. If Your Portfolio Model Assumes Outperformance Across Multiple Metrics, I Don’t Believe It: Every VC fundraise has an Excel sheet that forecasts the performance of the fund. Six years ago this week Satya and I took our Homebrew deck on the road (as far south as the Rosewood!) and began raising Fund I.

Recapping Q2 2017: Portfolio News and Activities

Version One Ventures

Q2 has been busy for Version One and our portfolio companies – here’s a quick recap of select news coverage, funding announcements, and product updates (at least the things we can announce publicly): . Portfolio Companies in the News. The post Recapping Q2 2017: Portfolio News and Activities appeared first on Version One. We hope everyone had a great Canada Day and/or Fourth of July! It’s hard to believe that another quarter has flown by.

How to Start a Property Portfolio in 2020

The Startup Magazine

For younger people, then, it’s more difficult to get onto the housing ladder, and from there to make that second purchase to build a portfolio of housing and properties which you can then begin to work on, diversify or rent out.

Serial Entrepreneurs in VC Portfolios

VC Cafe

Tags: Serial entrepreneurs VC Portfolios Auto change control Draft hand experience harvard business review ioimage many different reasons Portfolios Statistically

Mapping The Haystack Portfolio Across The United States

Haystack

Today, I am excited to share some data on the Haystack portfolio as it relates to geography. Hello. It has been a while since I’ve posted here, nearly 3 months. My fingers are well-rested, but my writing prowess is likely rusty, so please forgive any rustiness in this post. I do plan to write a lot more this summer, so stay tuned.

Marketing Your Portfolio Companies to Other Investors

David Teten

I regularly meet with other VCs, and based on their criteria, I share with them whichever portfolio companies fit their areas of interest. . Subject line: Relevant Portfolio Companies . As promised, I took a look through our portfolio to see which companies best fit your investment interests. The post Marketing Your Portfolio Companies to Other Investors appeared first on David Teten.

Q1 2017 Round-up: Portfolio News and Activities

Version One Ventures

Q1 was a busy time for our firm and portfolio companies, and here’s a brief recap of some of the various news clippings, fundraising announcements, and other happenings across the V1 community. The V1 portfolio was well represented in Techvibes’ recent Canadian Startup Awards. Portfolio companies in the news. The post Q1 2017 Round-up: Portfolio News and Activities appeared first on Version One. Another quarter has flown by and we’re quickly moving into spring.

Portfolio Company Spotlight: Identified

David Teten

Job creation is political topic #1, so we have a particular interest in portfolio companies like Identified and TheResumator , which help match employers and job seekers. Identified launched its public beta last month. Effectively, Identified gives you a score for your desirability as an employee. It’s similar in principle to Klout. Identified uses three attributes to evaluate your profile: Your education, work history, and your network.

The Book Benchmark’s Peter Fenton Recommends to Every Portfolio CEO

VC Cafe

In a recent series of virtual events organised by FirstMinute Capital, I got to hear Peter Fenton, partner at Benchmark and a fixture of the Forbes Midas List , since 2007. Peter invested in companies like Cloudera, Elastic Search, New Relic and Zuora, to name a few. On the chat, he mentioned a book he recommends to every startup CEO he invests in: The Five Temptations of a CEO by Patrick Lencioni. I ordered the book and finished it in less than 48 hours.

How to Scale Support of Portfolio Companies

David Teten

As I’ve worked to build out HOF Capital ’s portfolio acceleration platform , the #1 question I think about is: how do we scalably support our companies? Many VCs offer (or strive to offer) a bundle of levers and support structures to help their portfolio companies. the “TOPSCAN” framework from my research study on value creation by VCs ): T eam-Building – We aggregate openings across our portfolio on our jobs page.

Investors need to actually use their portfolio products

Version One Ventures

Should an investor really be expected to use the 10, 15, or 20 products in his or her portfolio? As an investor, using a portfolio company is easier when dealing with consumer apps and companies. The post Investors need to actually use their portfolio products appeared first on Version One Ventures. PayPal President David Marcus recently stirred up the hornet’s nest with a memo scolding employees for not installing and using the PayPal app.

Q1 Round-up: Portfolio companies in the news

Version One Ventures

If you’re not already familiar with the startups and founders making up the V1 portfolio, here’s a summary of some of this quarter’s news clippings. This past quarter, three of our portfolio companies closed funding rounds (we participated in all three): First, Booster Fuels raised a $9 million Series A from Maveron, Madrona Venture group, RRE Ventures, and V1. Portfolio companies in the news.

How to be your VC’s favorite portfolio company

The Next Web

But good portfolio companies should get more, because VCs have a lot more to give – especially to companies that deserve it. But investors have dozens of portfolio companies and likely aren’t going out on a limb for founders. Entrepreneur Insider angel business funding fundraising investing portfolio vcTypically, when VCs invest in a young company, they get equity and a board seat. The startups get money and a new board member.

ShakeDeal, a B2B startup has leveraged its health portfolio to fight the battle against COVID-19

Our Own Start-up

ShakeDeal is a B2B e-commerce marketplace for industrial goods and supplies, office, and housekeeping supplies including corporate gifting. News Startups Akash Hegde Akshay Hegde e-commerce marketplace Santosh Reddy ShakeDeal ShakeDeal founders ShakeDeal funding ShakeDeal services ShakeDeal success story

For VCs, Your Thesis Is Your Portfolio Page, Everything Else is Just Hopes and Dreams

Hunter Walker

Your portfolio page. Your portfolio page is your thesis. One challenge for seed investors especially is that your portfolio page is a lagging indicator of your interests. And hope to continue adding amazing companies to our portfolio page. Because the portfolio page is real. “We invest in rebellious outliers.” ” “We invest in the Future of Work.” ” “We invest in frontier technologies.”

How to Build a Successful and Diverse Venture Capital Portfolio Without Really Trying

This is going to be BIG.

Who is actually building a portfolio whose founders reflect the diversity of the greater population? I went back and calculated the number of companies in the first Brooklyn Bridge Ventures portfolio who have at least one founder who is female, from an underrepresented minority group, or LGBT. Of the 32 companies in my portfolio, 18 (56%) were pre-product. After checking out The Information's "open dataset" on diversity in venture capital , I felt pretty disappointed.

Welcome Stylect to the Forward Partners portfolio

The Equity Kicker

We’re really happy to welcome Stylect to our portfolio. The deal closed a couple of weeks back and was announced on Techcrunch last week: “Swiping is the new liking” now applies to shoe shopping. Stylect is a shoe shopping app for iOS which employs a Tinder-esque UI on top of it’s recommendation engine to help women find and purchase the perfect pair of shoes. The app launhed last November and now features over 50,000 shoes.