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Some Reflections on VC Investment Decisions

Both Sides of the Table

The ones above are the ones I’ve prioritized this year (other than Disrupt – I never seem to get invited to that one). I know I can’t be in every deal and I know that the easy part of being a VC is writing the first check in a deal. You need to be very present in these periods of time. Oh, the conferences.

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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. THAT is disruption. The Funding Problem. The Exit Problem.

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Betting Beyond the Bowl: Investing in Sweetgreen Was Always About More Than Salad

Revolution

When Revolution Growth first invested in Sweetgreen in 2013, the whisperings of food and wellness were present but sparse, and the bulk of lunchtime options focused more on convenience than ingredients. At the time, restaurants and food tech were on the margins of most investors’ minds and there was skepticism around VC-backed food concepts.

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Does your VC have an investment thesis or a hypothesis?

TechCrunch

David Teten is founder of Versatile VC and writes periodically at teten.com and @dteten. 15 steps to fundraising a new VC or private equity fund. Stéphane Nasser is co-founder of OpenVC , an open-source initiative to collect and analyze all VC theses. VC websites by David Teten and Sam Sabin , co-founder of Hireblue.

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Why Venture Capital is So Much More Compelling Now

Both Sides of the Table

That’s a shame because many of these people missed out on what will be a few great VC vintages. I wrote about this in a blog post last year titled “ It’s Morning in VC ” but I never made the full deck available until now.

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

Both Sides of the Table

I started showing my partners more deals that I found interesting and doing loads of analysis on the future of markets I thought were ripe for disruption. I have always believed that TV was ripe for disruption. But I guess you could say the same about VC. Stock market declines would bring back dog days of VC.

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Interview: VC and Disruption of the Investment Management Industry

David Teten VC

We cover Versatile VC’s strategy and many other topics relevant to family offices. The Family Office Association also just published our full white paper on “Who Is Disrupting Investment Management, And How?” ” For the slide deck and video presentation version of the paper, click here.