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What’s Really Going on in the VC Industry? What Does it Mean for Startups?

Both Sides of the Table

But VC is an “illiquid asset&# so funds didn’t disappear quickly - In 2000/01 the stock market quickly adjusted punishing investors in the NASDAQ and in individual public technology stocks. So as of 2008 total LP commitments were still at nearly $250 billion. The top quartile funds have performed well.

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What Do LPs Think of the Venture Capital Markets for 2016?

Both Sides of the Table

” I suspect that over the next 18 months, they’ll see another phenomenon that they likely haven’t seen since 2008-09: mark-downs of the VCs’ portfolios. I have also heard LPs express concern over the last few years about the seed stage of venture. We’ve also become very adept at partnering with seed funds.

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The Changing Structure of the VC Industry

Both Sides of the Table

The VC market has right-sized (returned back to mid 90′s levels & less competition). Lower costs to start a business (95% reduction), many more companies created & funded by angels / seed. ” The new narrative is “will my seed funds be able to fund the prorata of their winners?”

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VC Confessions: We Passed On Twilio’s Seed Round

InfoChachkie

For a high-volume seed fund that adds many portfolio companies every year (such as our friends at 500 Startups who invest in over 100 distinct companies annually), the cost of a bad affirmative decision (a false positive) is quite low, since it accounts for a relatively small portion of their total fund. billion). > -jeff.

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Understanding the Risks of VC Signaling

Both Sides of the Table

The problem with VC Seed Funding – Chris is right to raise the issue with entrepreneurs because there have been instances where large VC funds have set up seed programs where the investments have been used as “options.&# There are many problems with this. As always it comes down to competition.

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Top 30 Startup Posts for July 2010

SoCal CTO

No, that IS NOT a competitive advantage - A Smart Bear: Startups and Marketing for Geeks , July 12, 2010 This is part 1 of the series: 5 Lessons from 150 startup pitches. Automating the Path to a Better User Experience - The Product Guy , July 5, 2010 I started writing about Quick-UX in 2008. California Milk Processor Board) – 1993.

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What Most People Don’t Understand About How Startup Companies are Valued

Both Sides of the Table

Valuing any company can be difficult because it requires a degree of forecasting future growth & competition and ultimately the profits of the organization. Back then Michael Arrington accused some of Silicon Valley’s top seed funds of “colluding” by meeting secretly to talk down the valuation of startups.

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