2008 Equity Invest Writing 
Both Sides of the Table
SEPTEMBER 29, 2009
When venture capitalists scale back investing activities it can be very swift and leave many companies that are in the process of fund raising hung out to dry. Should VC’s really be impacted by public market valuations when the money that they’re investing today should be for returns in 7-10 years?
socalTECH
MAY 25, 2016
Santa Monica-based March Capital Partners (www.marchcp.com) has just announced a brand new, $240M venture investment fund, led by longtime venture investing veterans Jim Armstrong, Sumant Mandal, Gregory Milken and Jamie Montgomery. What is the investment focus for this fund?
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Both Sides of the Table
JUNE 22, 2011
I will write more about this in the next 2 weeks. But this mania to not miss out on the next big thing is driving some investors to pay growth-equity prices for traditional market risk (as in, they’re paying up before it is clear there is product / market fit). I said, “It’s much easier now than it was in 2008/09.&#
Both Sides of the Table
SEPTEMBER 5, 2012
This time by the efforts of Adeo Ressi to introduce a new kind of structure called “ convertible equity.” My initial reaction to Adeo when we spoke was that while it may have solved some issues (debt versus equity) it didn’t solve the ones that I’ve been warning entrepreneurs about most loudly.
Tech Zulu Event
FEBRUARY 17, 2016
As I sit here writing this, I can’t help but think how excited I am about our future. When the Mars Phoenix found water on Mars in June 2008, they announced it on Twitter. But I couldn’t justify the investment any more. I believe that Twitter has enough scale and enough brand equity to succeed. I stayed on the platform.
SoCal CTO
DECEMBER 1, 2010
aka: An Open Letter to the Next Big Social Network) - 500 Hats , November 1, 2010 I've held off writing this post for a long time, because I couldn't quite get my head around all the issues. But I didn’t write it for you; I wrote it for myself. How to Take Down Facebook -- Hint: It Ain't Twitter. but: Something is Still Missing.
Both Sides of the Table
FEBRUARY 14, 2016
Brad was openly writing about this and it felt like he was giving the VC playbook away for free! We write about $40 million of first-checks into new deals / year and about $40 million of follow-on investments. That was written in September 2008. When I started blogging it was because I was inspired by Brad Feld.
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