Both Sides of the Table
DECEMBER 11, 2022
2001–2007: THE BUILDING YEARS The dot com bubble had burst. SEEING THINGS FROM THE VC SIDE OF THE TABLE While I was a VC in 2007 & 2008 those were dead years because the market again evaporated due the the Global Financial Crisis (GFC). Starting in 2009 I began writing checks consistently, year-in and year-out.
Both Sides of the Table
JUNE 5, 2011
2: As expected at least one person accused me of writing this post because I want to see lower valuations. As an early stage investor you’re often planning around 10x your investment at the time your write your first check so in this case you’d be going into your investment expecting an exit of $800 – $1.2
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Both Sides of the Table
JULY 23, 2014
The VC market has right-sized (returned back to mid 90′s levels & less competition). Just 3 years ago there was talk of institutional investors “not being able to write small enough checks.” 2007 was the watershed year. We’re all socially connected (so great businesses spread faster). Why is this?
Both Sides of the Table
AUGUST 2, 2009
Twitter, by contrast, started as an open platform where people let anybody see what they were writing. My intuition is that this is why when Twitter initially took off (around the time of SxSW in 2007) it was an open “publish to the world” platform and the trend continued. So why is this important for businesses?
Both Sides of the Table
AUGUST 20, 2015
The industry did that in 2007. With perfect information and too much competition you pay up or they walk right down the street and get it from somebody else.” I’ve seen many a VC firm argue that “if we give them $10 million then they will massively pull away from competition and we crowd out the market.”
socalTECH
AUGUST 27, 2014
We started looking at the landscape, and as I was getting my MBA at the time, ended up writing the business plan for ConsumerTrack. We rode that wave through 2007, until the housing market crashed, and we had to adapt. We became friends, and found we were both very like minded, goal oriented, and had the same core values.
Both Sides of the Table
JUNE 22, 2015
I must admit I discuss this very frequently with portfolio companies but hadn’t thought to write about it. Between the mid nineties until 2007 wireless carriers around the world religiously protected the software that went on to phones and they guarded the end consumer relationship by controlling this software.
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