Time Diversity In VC Portfolios
Jan 02, 2020
Haystack, Semil Shah
A topic that’s been on my mind a lot in 2019 is “time diversity” in venture capital funds. There’s more about this topic all over the web, but the basic gist is — when building a VC portfoli...
Quickly Unpacking The Looker And Tableau Acquisitions
Jun 21, 2019
Normally, I like to pounce on these big acquisitions quickly with some quick analysis, but big M&A in tech is happening too fast, and it’s graduation season for the toddlers, and family is in to...
Fund Investing Versus Fund Management
Jan 25, 2019
When I started out investing (via a fund — not my money), I was just investing based on a simple schedule: About once a month, invest $25K into one company I liked. Pretty easy. Over the years, that...
Your Portfolio Is Your Path
Dec 31, 2018
You are the average of the five people you spend the most time with. You are what you eat. About a year ago, I tracked down a VC who gave a talk I heard about where he referenced the phrase “Your po...
A New VC Crop of Series A Firms
Oct 07, 2018
Believe it or not, this will now be the second blog post on this site about a billion-dollar exit for a shaving-related startup. It was just about three years ago when the startup world learned that U...
Guest Series On StrictlyVC: Q&A With Limited Partners In VC
May 28, 2017
As longtime readers may recall, for the past few summers (2014, 2015, and 2016) when Connie Loizos from StrictlyVC takes off for a few weeks in the summer to meander around coastal Maine with her kids...
So where do *you* stand in the great #VC ownership debate? 🤔
Which upcoming IPO are you most excited about? What is the investment miss that still keeps you up at night?
@cdouvos ... brings the #OpenLP perspective to @primetimevc.
1/ I recently exchanged tweets w/ @elizabethYin, @macconwell, & others on the notorious topic of OWNERSHIP.
It came... up again today on a Zoom chat w/ emerging GPs.
After many conversations (over many years) w/ Institutional LPs -- ownership does matter.
Useful online portfolio construction tool: https://tactyc.io/published/3865 #VC #OpenLP
📣 Calling all emerging #VC managers 📣
Want curated advice from an #LP? Get your application in for @VCForward's ... LP Office Hours program by 4/30.
This morning at #CollisionConf. 👇#OpenLP
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