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<p>With all the money sloshing around looking to find a home, startup funding might be a bit of a sellers market:</p>

<p>Venture capitalists are now relatively less in the business of choosing the best startups in which to invest, and relatively more in the business of getting the best startups to choose them as investors. Money is plentiful and good startups are relatively (relatively!) scarce, and so the startups can be picky. And venture capitalists are increasingly doing public relations to try to become famous, so that the startups that will become famous will choose them as investors. “Some firms are realizing, ‘Huh, maybe awareness doesn’t just magically grow on trees,’” says the founder of a public relations firm.</p>

<p>And once startups are public, investors get little control:</p>

<p>So here too the founders seem to have the power and the people writing the checks don’t. In private markets, investors have to demonstrate their merit to be allowed to invest. In public markets, anyone can invest, but they don’t really get any control over the company. Capital is plentiful, and the people with the companies just don’t have to do that much to cater to the people with the capital. I suppose it makes sense so many unicorns are, in Griffith’s words, “a financial sinkhole”: If you don’t have to be too solicitous of the people with the money, you might as well spend a lot of it.</p>
Startups  VCs  ipo  links  via:Workflow 
march 2019 by cote
The State of the Cloud Industry in 2018
“We believe good companies grow from $1 million to $10 million in annual recurring revenue (ARR) in four years, but the best companies can do it in just two years.”
vcs  cloud  valuations  numbers  predictions 
february 2018 by cote
Growing Pains: The 2018 Internet of Things Landscape
‘The promise of the IoT was always to create “smart” objects – it is certainly nice to get data from the physical world and gain more insights, but ultimately the whole point is to act on that data, ideally in an automated, real-time and intelligent way. This is exactly what AI enables.’

Also, some notes on VC investments and startups: 'As in previous years, one of the peculiarities of the IoT VC market is that the most active investors in the space are disproportionately corporate venture arms.'
verticals  ai  IoT  bigdata  vcs  funding 
january 2018 by cote
Notes From The Field: Summarizing Dozens Of Meetings With M
"[That partnering and relationships mattered] was an interesting finding because so much of the startup narrative is to avoid partnering with companies — and while there’s no doubt truth and limits to this, it also can grease the wheels for a better landing down the road."
vcs  bizdev  startups  corpdev  m 
july 2016 by cote
On the Road to Recap: | Above the Crowd
“In Silicon Valley boardrooms, where “growth at all costs” had been the mantra for many years, people began to imagine a world where the cost of capital could rise dramatically, and profits could come back in vogue. Anxiety slowly crept into everyone’s world.”
siliconvally  startups  unicorns  vcs 
april 2016 by cote
Why Consumer Startups Dominate the Megaround Market
"In software, companies selling to IT have raised the most capital, then marketing, then HR, which is close consistent with software outcomes."
vcs  funding  charts  numbers  ipos 
july 2015 by cote
Lots of VC funding in Q1, highest since 2000Q1 - April 20, 2015 at 09:24AM
IFTTT  Tumblr  numbers  funding  vcs 
april 2015 by cote
The single over-arching theme is this idea is that one should not compete, one should try to differentiate really hard. You want to do things that are one of a kind, you want to do something like a monopoly. You don’t want to do things that put you in cut-throat competition, like opening a restaurant.
strategy  thiel  vcs  startups  investors  via:ifttt  from:tumblr  quote  tumblr:quote 
october 2014 by cote
How to grill an American VC... on the storage upstart world • The Register
WTH: How do you see the path towards the software-defined Data centre? AB: What I believe is driving this trend is that developers and organisations are looking to move extremely fast. Developers are getting used to the paradigm of going on AWS (Amazon Web Services) and getting resources immediately instead of weeks/months of provisioning time. That is the benchmark against which they are now holding their internal IT organisations. They are benchmarking their IT organisation against AWS in terms of ease-of-use, agility and price. I think that is the fundamental macro trend that is driving the desire for the software defined data centre. That feels right, and is probably missing some tricks (doing better analytics, new end-user devices, etc.), but hey, like I used to say cloud == speed.
via:ifttt  from:tumblr  devrel  developers  vcs  link  tumblr:link 
september 2014 by cote
If it weren’t for these thumb-fingered rich idiots destroying technological development, we’d be sipping champagne on Mars right now.
vcs  therich  investing  mars  via:ifttt  from:tumblr  quote  tumblr:quote 
may 2014 by cote
Here's a look inside a typical VC's pipeline (a must-read for entrepreneurs) | VentureBeat | Entrepreneur | by Sean Jacobsohn, Emergence Capital
I like this post on what filling up the deal-flow pipeline for VCs looks like. For example, a good bozo bit heuristic: One of the reasons that a meeting doesn’t go well is that the founding team will say they expect $50 million in revenue in 5 years, but they have difficulty articulating how they’ll get to their first $1million. Having worked on the buy side of the table (when I was in corporate strategy, working on M&A for software and cloud at Dell), there’s a similar story for what the exit looks like. When you’re on the buyer side of the table, you see an equally large number of pitches, but also from investment bankers (i-bankers) with their fancy banker books. They try to reverse engineer what your strategy is (briefly: what your motivations, hopes and dreams are [hopefully revenue!]…your criteria for buying companies) and present a good analysis and story for companies you should buy. Companies themselves visit you a lot and pitch everything from partnerships, to investing in them, to the allusion of being bought. It’s sort of funny, very rarely does a company ever come to you and say: you should buy me! Just as with VCs, because of the high volume of incoming meeting requests, you develop a set of criteria for bozo bitting companies, fair or not. The whole process is an annoying poker like process where each side is trying to bluff about how much it’s bluffing. In theory, the numbers your shown are good and genuine - but that all mostly relies on trust based on relationships and body language, early one, before lawyers and fine print gets involved. Anyhow, one day I hope to write-up more deeply what it’s like being on the buy side of the table: that really doesn’t get addressed enough. There’s lots, and lots of bonkers stories and principals to extract.
via:ifttt  from:tumblr  m&a  VCs  startups  corpdev  strategy  link  tumblr:link 
april 2014 by cote
The influx of cash in technology is largely the result of the low interest-rate environment, Bill Gurley, a partner at venture firm Benchmark, said in a March 12 interview on Bloomberg West. Yields on 10-year Treasuries have hovered below 3 percent since 2011. “There’s a lot of capital searching for a home,” said Gurley.
investing  numbers  BlackRock  Hortonworks  funding  vcs  via:ifttt  from:tumblr  quote  tumblr:quote 
march 2014 by cote
How Aaron Levie and his childhood friends built Box into a $2 billion business, without stabbing each other in the back - Feature - TechRepublic
For me, it was a bunch of numbers. You can convince a bunch of VCs with numbers. The churn was low. The revenue was up. Talking to the customers, the sentiment was that this could grow within their companies. There was a huge market with cloud-based file sharing with both consumers but also enterprises. And, on pivoting to “enterprise”: In 2007, the consumer market was still the target at Box. But by 2008, individuals were using Box’s file storage and sharing services for business. In 2009, groups started using Box products within their companies. In 2010, Hamid said that “whole departments moved onto Box,” with entire businesses joining in more wholeheartedly in 2011. By 2012, the CIOs finally realized (or admitted) that hundreds of employees were using Box, essentially forcing their hands to get involved.
via:ifttt  from:tumblr  box  storage  vcs  quotes  numbers  link  tumblr:link 
march 2014 by cote
Why I’m interested in Bitcoin - Chris Dixon
The technology industry is in the business of creating products and services that either enable new activities or make existing activities less expensive. Venture capitalists are in the business of funding entrepreneurs who run experiments to try to create these new products and services. I believe the only way the technology industry can offer meaningfully improved financial services is by building new services that don’t depend on incumbent companies.
via:ifttt  from:tumblr  vcs  startups  platforms  bitcoin  link  tumblr:link 
january 2014 by cote
I worry far less about accepting a group that does... | Coté
I worry far less about accepting a group that does badly than I do about rejecting one that does well. One that does well, sufficiently well, would pay for hundreds of other start ups that return nothing.
vcs  antifragile  via:ifttt  from:tumblr  quote  tumblr:quote 
january 2014 by cote
Capital Factory to expand startup investing - Austin Business Journal
The downtown tech incubator and co-working group has raised $2 million of a $9 million fund to invest in nascent technology companies. … The group matches $50,000 angel investments and then targets select portfolio companies for $250,000 follow-on investments. The goal is to gain a 2 percent stake in the most promising local startups, he said.
via:ifttt  from:tumblr  capitalfactory  vcs  austin  numbers  startups  link  tumblr:link 
october 2013 by cote
GitHub Got Silly Rich. Next: 'Make More Awesome' - Businessweek
"About 60,000 new developers sign up for a GitHub account each week."
developers  numbers  github  vcs 
june 2013 by cote
How Jason Fried Whiffed On the Mint Acquisition and the Role of VCs
The question of the death of fat margins in the VC business continues.
via:twitter  vcs  intuit  m&a  exits  numbers 
september 2009 by cote
Austin Ventures Commits $50M For Brazos Software
This must be the "buy a bunch of (now) cheap startups & older tech companies" roll-up effort people keep telling me AV is all about now-a-days.
AV  funding  m&a  vcs 
june 2009 by cote
Given the odds, is taking venture capital the best way to get rich?
"To me, taking that longshot at a venture backed liquidity event that leaves you with enough money to be rich is akin to playing the lottery. But building your own business that you control feels a lot more like the ideal of entrepreneurship that many people claim to espouse."
via:HackerNews  vcs  business 
june 2009 by cote
The Venture Capital Math Problem
So, wait, VC investing is a scam? Is there any legit investment strategy that makes more than 10% returns? (And is that a bad thing?)
vcs  funding  via:techmeme 
may 2009 by cote
Wayport deal one of Q4’s biggest venture-backed transactions - Austin Business Journal:
"Nationally, M&A deals generated just $3.9 billion during the quarter, capping the worst year, based on liquidity events, since 2003. U.S. venture-backed companies generated $24.1 billion in liquidity from initial public offerings and M&As during 2008, down 58 percent from $57.6 billion in 2007, according to Dow Jones."
vcs  wayport  numbers  m&a  deals  2008 
january 2009 by cote
cote's Profile — GitHub
Everyone says this will blow my mind. I'm ready for blowing.
github  profiles  to_checkout  via:KirinDave  git  vcs  versioncontrol 
april 2008 by cote
BI, portal, and enterprisey stuff.
opensource  bi  cms  portal  java  funding  vcs 
april 2008 by cote
VC Dealflow: Feb. 6, 2008 (Tech Confidential - Behind The Money Blog)
"LogLogic Inc. of San Jose, Calif., has closed a $13.5 million Series D round that gives the company $47.7 million in venture captial."
loglofic  funding  vcs  redmonkclients  itmanagement  logmanagement 
february 2008 by cote
My Views on OSS ESM (Part 1)
This guy and the IT Skeptic need to get together and have a kid. It'd be great. Anyhow, this post wraps things up quite well, esp. the point of "services" being VC poison and that being a problem for OSS IT management companies.
hyperic  itmanagement  zenoss  vcs  opensource  big4  little4  sysmgmt  networkingmanagement 
july 2007 by cote
Services, Part 3: The Future
Tarus gives his/a blog pitch for funding OpenNMS.
networkmanagement  opennms  m&a  vcs  opensource  sysmgmt 
june 2007 by cote
Is VC Bashing Passe?
"'Dude, that's so 2005.' Instead, people who need outside capital/network/assistance are coming looking for it; and people who don't need it are operating without."
vcs  investing  bubble  finance 
june 2007 by cote
Good luck with the VCs, Interface21
"In order to serve our masters, we had to do more than just be a profitable company with great growth. We had to explode."
vcs  software  jboss  business  opensource  interface21 
may 2007 by cote
Five Questions that Will Let You Spot a VC Bluffer
"Here are five questions that tell you the VC is on autopilot in the meeting."
vcs  startups  questions 
march 2007 by cote
SCaLE - Day 0
Some faint praise for GroundWork and Solarwinds from Mr. OpenNMS.
groundwork  opennms  networkmanagement  naigos  solarwinds  vcs  funding 
february 2007 by cote
Mercurial, Part I
Bill on Mercurial, a distributed version control system. I still don't quite "get" the distributed part: that is, how it accomplished the effects of a central version control system of synching people up...probably obvious once I hear it ;)
mercurial  vcs  cvs  svn  programming  python  distributed 
january 2007 by cote
Gags-to-riches tale of the Welsh wizard who bet on YouTube
"...and avoid anyone wearing Armani T-shirts, loafers with no socks."
vcs  investing  internet  finance  sequoia 
december 2006 by cote
Data tone.
Mike Olson talks about Amazon storage, and how the general trend of cheaper IT makes big-bang investments harder.
amazon  storage  vcs  platform  hosted 
march 2006 by cote
The Ponderings of Woodrow: Google Buys Writely: Why this bothers the VCs a LOT more than Microsoft [or why it should]...
"with entrepreneurs more willing [and able] to bootstrap their way to product launch and with GoogleYahooMicrosoft unafraid to throw fractional portions of their cash hoard at interesting startups, I'm not sure I see the light at the end of the 2005-2006
vcs  writely  google  m&a 
march 2006 by cote
VCs, Epinions Workers Settle High Profile Legal Dispute
"Already any stigma associated with filing suit against a venture capitalist appears to be lifting."
epinions  vcs  biz  software 
december 2005 by cote
Venture Voice: VV Show #1 - Dick Costolo of FeedBurner (part 1 of 2)
Check out the shout out to Austin as having a good community for startups...
austin  vcs  startups  podcasts 
october 2005 by cote
VC Investments And M&A
Some numbers of tech company VC-funding.
vcs  technews  biz 
october 2005 by cote
The $100M RSS Venture Fund
Also some good notes on synonyms and syno-phrases for "RSS."
rss  vcs  collab  collabprj 
july 2005 by cote
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