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Understanding Changes in the Software & Venture Capital Industries

Both Sides of the Table

I will argue that LPs who invest in VC funds will also need to adjust a bit as well. These two trends had a major impact on the computing industry from 2000-2005 but the effects weren’t yet felt by the VC industry. Every startup I knew in 2005 (when I started my second company) was using this. Enter Amazon.

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It’s Morning in Venture Capital

Both Sides of the Table

I can’t help feel a bit of rear-view mirror analysis in all of “VC model is broken” bears in our industry. To really assess what opportunities the VC industry has over the next decade, one needs to first look at some of the root causes of poor returns in the past decade. The number of venture capital funds has shrunk by two-thirds.

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Stock Market Drops. Then It Rallies. What Happens Next for Funding?

Both Sides of the Table

Companies raised too much money in 2005-08 and had high burn rates. VCs were very active in this period. But I guess you could say the same about VC. Stock market declines would bring back dog days of VC. VC Ice Age Part 2 – Why the Market Started Moving Again? VC Ice Age Part 3 – What The Future Holds.

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The @TWTFelipe Story – A Tale of US Visa Policy Gone Awry (#startupvisa)

Both Sides of the Table

Two weeks after Brad’s post I was at the 140 Conference in LA and I held open office hours for any entrepreneur who wanted to spend 15 minutes talking with a VC about their business. In 2005 he was graduated and took a job in South Carolina working for technology company while he started his own web design company on the side.

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Congrats to Backupify! A Great Exit Story for the First Company I Ever Backed

This is going to be BIG.

I''m super proud of Rob, Ben and the whole Backupify team--and this is particularly special for me because Backupify was the first investment I ever made as a VC, and the first board I ever sat on. In fact, my history with Rob and Backupify goes back almost ten years, well before the idea of cloud backup was ever a glimmer in anyone''s eye.

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Why Has Seed Investing Declined? And What Does this Mean for the Future?

Both Sides of the Table

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. Between 1999–2005 the costs went down by 90% and between 2005–2010 they went down a further 90%.

investing 328
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A Few Key People Really Can Make a Huge Difference

Both Sides of the Table

I need to take some VC meetings. But it did take Brad as a public spokesman, consummate networker and successful VC to help create legitimacy to let David’s ideas flourish. Not to mention they have the highest profile VC / blogger Fred Wilson of AVC. A few key people really can make a huge difference.&#. No Dave S. =