Both Sides of the Table

JUNE 28, 2011

In this three-part series I will explore the ways that the Venture Capital industry has changed over the past 5 years that I would argue are a direct result of changes in the software industry, not the other way around. I will argue that LPs who invest in VC funds will also need to adjust a bit as well. Enter Amazon.

Venture Capital 334

Venture Capital Software Capital Startup 334

Both Sides of the Table

FEBRUARY 12, 2019

Over the past month a colleague ( Chang Xu ) and I sifted through data on the venture capital industry (as we do every year) and made a bunch of calls to VCs and LPs to confirm our hypotheses. As a result of the IPO window shifting we saw a massive inflow of public-market capital into the latest stages of venture.

Venture Capital 328

Venture Capital Invest Seed Funding Startup 328

Both Sides of the Table

JUNE 30, 2011

This is the final part of a 3-part series on the major changes in the structure of the software & the venture capital industries. Or the Cliff Note’s version: Open Source & Cloud Computing (led by Amazon) drove down tech startup costs by 90%. But … Downsizing Venture Capital.

Venture Capital 289

Venture Capital Capital Cloud Computing Marketing 289

Both Sides of the Table

MARCH 6, 2015

At the time almost nobody had heard of the following funds: FirstRound Capital, TrueVentures, Floodgate and SoftTech. Firms like Baseline, Felicis, ff Ventures, Founder Collective, Freestyle, HomeBrew, IA Ventures, K9, Lowercase, NextView, Resolute, Rincon, Crosscut and the countless other great firms we all now know didn’t exist.

Venture Capital 150

Venture Capital Startup Invest Cloud Computing 150

TechCrunch LA

DECEMBER 5, 2018

The Indianapolis -based company is one of the latest spinouts from High Alpha Studio, an accelerator and venture capital studio formed by Scott Dorsey, the former chief executive officer of ExactTarget.

Chief Technology Officer 145

Chief Technology Officer SaaS Metrics Customer 145

Tech Zulu Event

JULY 16, 2012

“As voice API, voice broadcast and text messaging technology advances and cloud computing becomes increasingly sophisticated, more and more business – across all core market sectors — are discovering why cloud telephony is the future,” said Dinesh Ravishanker, CEO and co-founder, CallFire.

Venture Capital 89

Venture Capital Cloud Computing Class Education 89

Both Sides of the Table

AUGUST 11, 2009

I run a monthly meeting called the VCA that represents the majority of Southern California venture capital firms. Larger online game market ($1 billion) than Japan despite 1/3 population and 1/2 GDP per capital (slide 99). China is innovating in many of the categories that the US is trying to solve now including mobile.

Slides 188

Slides Southern California Social Network Startup 188