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Advertising Wants to be Measurable – An Investment Thesis

Both Sides of the Table

One of the investment themes I’ve been focused on in the past 3 years has been Performance-Based Marketing. When I started investing the US advertising market was $300 billion with only 10% of it ($30 billion) of it being online and measurable. But of course Google eventually became the massive winner in this category.

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The Case for In-Stream Advertising

Both Sides of the Table

The topic of whether in-stream advertising has heated up. I myself recently covered the topic when I spoke about why GRP Partners invested in Ad.ly. Let me lay out my defense of In-Stream Advertising because I believe the topic is really important. GRP Partners invested in GoTo.com which rebranded as Overture.