Version One Ventures

APRIL 19, 2016

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. Portfolio companies in the news. Beyond funding announcements, several portfolio companies made the news this quarter. Funding and Follow-ons.

Portfolio 60

Portfolio San Francisco API Software Review 60

Version One Ventures

DECEMBER 3, 2019

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. We had a chance to invest in a $500K round at a $12M valuation in 2015.

Portfolio 202

Portfolio Cap Table Early Stage Valuation 202

Steve Blank

MAY 28, 2009

Steve,&# he said, “you’re missing the most interesting part of vertical markets. Our firm has a portfolio of companies across a broad range of markets and the way we look at it is pretty simple – the deals fall into two types: those with customer/market risk and those with invention risk.”

Vertical 144

Vertical Silicon Valley Marketing Customer 144

View from Seed

OCTOBER 18, 2017

When describing the Everyday Economy, it is helpful to talk about some of the verticals that are seeing wholesale redesign and the opportunities within those verticals. We have blogged about a few of the verticals so far, including housing , food , entertainment , and others.

Vertical 166

Vertical Seed Stage Viral Portfolio 166

Version One Ventures

MAY 3, 2023

E-commerce (DTC and infrastructure), fin tech (lending, payments), healthcare and B2B marketplaces are some of the verticals that have seen tremendous growth. Freshbooks and Zoho are the best-known examples from past decades, but an increasing number of start-ups are joining that effort (among others, our portfolio company Headout).

India 87

India LP Silicon Valley Vertical 87

Hunter Walker

AUGUST 31, 2021

Early adopter verticals — such as software development and tech sales — is mostly in Gen 3. Over the past 12–18 months another theme had started to coalesce in the Homebrew portfolio — Future of Work tools that were built with a combination of IQ *and* EQ. Thankfully I knew there were better options in development.

Software 116

Software Vertical Framework Finance 116

VC Cafe

MARCH 6, 2024

We’re fast and lean in our decision making and support companies beyond the money with our strong network in the media, entertainment and gaming space. Drop us a line or slide into our DMs – we’re all ears! The post Remagine Ventures call for startups appeared first on VC Cafe.

Artificial Inteligence 141

Artificial Inteligence Generative AI Startup Vertical 141

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. I’m a Domain Expert Damn It. We always assign experienced mentors to our student teams. In this class this seemed like a perfect fit – a driven (irrational?)

Vertical 332

Vertical Agile Customer Development Lean 332

Haystack

JANUARY 2, 2020

On top of this, technology is no longer a vertical sector — it is entirely horizontal and spreading outward into global markets and new industries. On the other hand, those portfolios may not catch lower prices in certain vintages or potentially be investing so quickly, the bar for what makes an investment could go down.

Portfolio 76

Portfolio Venture Capital Vertical Limited Partner 76

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. Whatever it is, it helps diligence opportunities, win deals or service the portfolio in ways that make the founders and GPs feel good. Highlighted Homebrew Portfolio Jobs. Things I’m Enjoying.

North Carolina 90

North Carolina Hiring Angel Investor Technical Review 90

ConversionXL

OCTOBER 25, 2018

Tom Tunguz offers a framework that uses a scale from 1 to 10 to assess demand generation portfolios: 1. Eventually, expansion is necessary for every growing business; it also protects companies from the aforementioned risks of an undiversified portfolio. Expand methodically. Sophistication. That will change over time and by company.

Demand 132

Demand Vertical Campaign Channel 132

Version One Ventures

NOVEMBER 7, 2017

But beyond Shopify, virtually any transactional SaaS product out there has added payments – from horizontal solutions like FreshBooks to vertical SaaS products like Clio and Jobber (both V1 portfolio companies ).

Software Review 116

Software Review Vertical Differentiation Revenue 116

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. I’m a Domain Expert Damn It. We always assign experienced mentors to our student teams. In this class this seemed like a perfect fit – a driven (irrational?)

Customer Development 224

Customer Development Vertical Agile Lean 224

Version One Ventures

FEBRUARY 18, 2014

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. It’s naturally tougher to be a user for business apps, particularly vertically-focused apps. Investors, really? I say absolutely.

Portfolio 156

Portfolio Product Vertical Email 156

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 Vertical Curation 296

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

FEBRUARY 20, 2020

I’m interested in the development of new tests to measure (new) biomarkers for health – whether we sample from menstrual blood to detect glucose levels ( Qurasense , a Version One portfolio company) or the microbiome to evaluate gut health, as examples. Interest 5: Disrupting the status quo in insurance. dental, vision, etc.).

Social Network 102

Social Network Vertical Cofounder Software Improvement 102

VC Adventure

AUGUST 31, 2017

And as a rule of thumb for businesses in our portfolio we target payback periods of 12 months or less. Verticalization. Sales efficiency was not as good as I expected it to be. I generally prefer CAC payback (vs LTV to CAC ratio) – especially for earlier stage businesses.

IPO 113

IPO Vertical Balance Sheet Valuation 113

Version One Ventures

JANUARY 26, 2016

These vertically-focused platforms cater to the specific needs of their users, offering a close networking community around shared interests. One of the most obvious examples of the online portfolio is within the creative community. One of the most obvious examples of the online portfolio is within the creative community.

Vertical 60

Vertical Reputation Portfolio Curation 60

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

Feld Thoughts

MAY 8, 2023

Startup Snapshot is illuminating the current state of the startup mindset through global data collected from hundreds of founders in startups of all sizes, in all verticals. Venture capitalists need serious self-reflection as their portfolio companies don’t turn to them for support. It’s the largest study of its kind.

Founder 171

Founder Startup Vertical Portfolio 171

View from Seed

JUNE 23, 2022

Long-term: Influencers across the world with 10K+ followers and across all major verticals (e.g. DC: Short-term: Do-it-yourself (DIY) social media influencers in the United States with 100K+ followers. automotive, home improvement, home & gardening, beauty, health & wellness, etc).

DC 156

DC Cambodia eCommerce Houston 156

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.

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.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

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 Vertical Curation 194

Version One Ventures

NOVEMBER 9, 2021

It’s similar to how Stripe removed friction from taking payments for many verticals. EnPowered joins our growing portfolio of energy and climate startups. By turning capital investments into operating expenses, the platform will unlock all sorts of creative financing solutions and increase the adoption of energy projects.

Stealth 148

Stealth Vertical Portfolio Finance 148

Both Sides of the Table

OCTOBER 21, 2009

Buyers aren’t oblivious to the fact that funds need to sell older portfolio companies and an oversupply relative to demand means that prices should still be challenged going forward. Another big driver according to Montgomery is that the tech industry has matured and is returning to its vertically integrated roots.

Technical Review 241

Technical Review IPO Southern California Venture Capital 241

Lightspeed Venture Partners

FEBRUARY 3, 2012

Shoedazzle*, Bonobos*, J Hilburn, Warby Parker, IndoChino etc) are vertically integrated. Vertically integrated companies can take a lot of the costs out of the system and provide a much more compelling value to the consumer while still making an attractive margin. Lightspeed portfolio companies. apparel Ecommerce'

Vertical 106

Vertical eCommerce Portfolio Channel 106

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 Early Stage IPO 60

Version One Ventures

JANUARY 21, 2015

One of the best parts about having a strong portfolio filled with smart people is the wise advice that founders share with each other. In this case, one of V1’s portfolio companies has been looking to hire a VP of Sales and I asked Jon Zimmerman ( @jpzimmerman ), CEO of Front Desk , to share his experiences and insight on the matter.

Sales 60

Sales Hiring Vertical Portfolio 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

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. Almost every major VC now has at least an “early stage” and “growth/opportunity” vehicle.

Early Stage 114

Early Stage Cofounder Vertical Portfolio 114

VC Cafe

JUNE 22, 2020

Facebook, YouTube, The Esports Observer), top founders in the entertainment tech and esports verticals in Israel (including Remagine’s portfolio companies NOVOS and Vault AI ) and the leading Israeli VC investors in this space. The speaker line up includes various industry leaders (Snap Inc.,

Media 120

Media Vertical Portfolio 120

Steve Blank

NOVEMBER 4, 2021

Anthony Ulwick and Ted Thayer of Strategyn have a set of unique and valuable insights: Rather than defining markets as existing, adjacent or new markets – or by verticals, technology, demographics, et al. Others define markets around verticals, e.g. the financial services market or the healthcare market.

Customer 420

Customer Marketing Lean Vertical 420

Version One Ventures

SEPTEMBER 8, 2023

In fact, a recommendation from a founder we passed on is one of our best performing portfolio companies! However, this is not to say that I don’t spend time on nor invest in AI, dev tools, vertical SaaS, marketplaces, etc. (as as our portfolio shows ). Be a generalist and a specialist.

Cofounder 182

Cofounder Portfolio Capital Gains Vertical 182

Version One Ventures

JULY 21, 2020

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. But ultimately, as our interests change, the one constant has been the founder.

Founder 213

Founder Vertical Differentiation Portfolio 213

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. 20% initial ownership.

Equity 78

Equity Revenue Cofounder Colorado 78