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This Week in Venture Capital – Episode 4

Both Sides of the Table

This was the first episode where Jason wasn’t on the show, which gave me the chance to have another VC on the show to discuss deals. Rustic Canyon is an LA-based, but geography-agnostic VC that is currently investing from a $200 million fund. VC Financings: 1. Add this new model to the mix. Read more: PEHub.

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Making sense of Klarna

TechCrunch

“If I am buying some items and feel a bit unsafe about the merchant I’m using, if there’s a credit card, I don’t feel like I’m risking my money. Between 2006 and 2008, Klarna continued to grow as more people started shopping online.

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Making sense of Klarna

TechCrunch

“If I am buying some items and feel a bit unsafe about the merchant I’m using, if there’s a credit card, I don’t feel like I’m risking my money. Between 2006 and 2008, Klarna continued to grow as more people started shopping online.

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Keep It Under Your Hat: Valuation Caps and the $650 Million Sale of MySpace for $125 Million

Gust

Rather than reinvent the wheel, I would point readers to Martin Kleppmann’s useful blog post with graphs illustrating the effects of a valuation cap on entrepreneurs, seed investors and later-round (typically VC) investors. (The cap is irrelevant if the next equity financing is at a valuation below the cap amount.)

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Why Have Early Stage Valuations Remained Surprisingly High?

Angel Capital Association

During this past upcycle, many micro VCs raised significant funds and pursued earlier stage deals in earnest. Their DNA was wrapped up in a VC mindset that starting valuations were less important given the lofty later stage valuations and frothiness at that end of the market (hence over 1000 “unicorns” today vs only 8 in 2008 and 1 in 2001).

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Flush with Series A funding, Daye unwraps the big gynae health mission

TechCrunch

The intention for us was always to deliver on a number of different areas of gynaecological health — not just changing the tampon so it serves people better and so it delivers pain relief. In the US, for example, about 30% of the tampon market is scented tampons. So even your used tampon has to smell good, apparently!

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How Ecosystem-Led Growth Unlocks the Next Generation of GTM

Andreessen Horowitz

In this conversation, a16z Growth general partner Sarah Wang speaks with Crossbeam CEO Bob Moore about his new book, Ecosystem-Led Growth: A Blueprint for Sales and Marketing Success Using the Power of Partnerships. But how do you actually make use of that data that’s now available? Bob Moore: Yeah, great question.