Both Sides of the Table

MARCH 1, 2016

Some LPs have privately speculated that later-stage VCs may have a field day in the next 18 months, buying up large positions in firms with strong revenue at attractive prices given the recent squeeze on funding. I have also heard LPs express concern over the last few years about the seed stage of venture.

Venture Capital 150

Venture Capital Capital Marketing Seed Funding 150

TechCrunch LA

AUGUST 11, 2021

million seed round, including investments from CRV, Abstract Ventures, Crossbeam (Ali Hamed), id8, Michael Ovitz (founder of CAA), Michael Bosstick, Diaspora Ventures and others. Linktree has been around since 2016 and has more funding than its up-and-coming competitors. Now, Snipfeed enters the ring with its own $5.5

Platform 286

Platform Commerce Startup Tool 286

Both Sides of the Table

JUNE 5, 2016

Rise of Seed. Prior to then the concept of “seed funds” barely existed and as I’ve argued before the seed fund phenomenon was largely driven by: Open source + horizontal computing + Amazon AWS. Explosion in Seed Funds. Now seed funding is conventional wisdom. Non VC Growth Rounds.

Venture Capital 150

Venture Capital Capital Funding Seed Funding 150

Both Sides of the Table

FEBRUARY 14, 2016

There is much discussion online and also in small, private groups, about why the price of technology companies – public and private – are falling. It pains me to see the typical (and predictable) responses on Twitter, “VCs want prices to drop!” ” “Sure, prices are dropping.

Startup 150

Startup Company Companies Venture Capital 150

socalTECH

DECEMBER 28, 2017

We also saw a few of our portfolio companies grow steadily, notably one that made a risky/painful pivot in 2016 that is just starting to show exciting results. We are seeing SaaS companies more and more are competing against other SaaS companies and experiencing more churn, price resistance and customer demand for customization.

Capital 124

Capital Southern California SaaS SoCal 124

Both Sides of the Table

OCTOBER 18, 2015

Fast forward 3 years and looking out into the 2016 horizon, what do I see? “Trade in an asset at a price that strongly deviates from an asset’s intrinsic value” The arguments against that, “This time the startups have real revenues!” Final venture outlook 2016 from Mark Suster. ” ring hollow.

Venture Capital 150

Venture Capital Pricing Platform Marketing 150