Remove investing Remove strategy Remove VC
article thumbnail

Some Reflections on VC Investment Decisions

Both Sides of the Table

I started in 2007 with a thesis that my primary investment decision would be about the team (70%) and only afterward about the market opportunity (30%). But they are also a tax on your time with portfolio companies, looking for new investments, running your shop and honestly they are a tax on your family life. I don’t.

VC 374
article thumbnail

Charting a Course: Building a Winning VC Fund Strategy [Part II]

The Seraf Compass

In Part I of this article we discussed several key concepts of fund investment strategy and how funds are categorized, whether it be by industry, geography, stage, specialty (e.g. Now let's take a closer look at capital allocation strategy and the life cycle of a venture fund. social impact, corporate, etc.)

strategy 363
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Charting a Course: Building a Winning VC Fund Strategy [Part I]

The Seraf Compass

might be, “finding great companies, investing in them and waiting for big financial returns.” Putting in place a well-thought-out investment strategy is a crucial component when building a high- performing portfolio of early stage companies, especially if that portfolio is going to generate acceptable returns.

strategy 360
article thumbnail

Please Help Me Congratulate Jordan Hudson as @UpfrontVC’s Newest Investment Principal

Both Sides of the Table

What is a principal at a VC firm and how does it work at Upfront Ventures? ” Associates have different functions at different VCs. VC firm admin. VC firm policy or fund analysis. Helping be the VC “presence” at key events. inside insight into VC decision-making. Industry reviews.

investing 365
article thumbnail

How To Pitch A Real Estate Tech VC

Dream It

Berman comes from a real estate background, and he co-founded Camber Creek after realizing an opportunity to “create a double alpha situation,” both investing in high-growth startups and using those startups to improve the operations of his own real estate portfolio. Mitchell Schear was President of Vornado/Charles E.

article thumbnail

What Does the Post Crash VC Market Look Like?

Both Sides of the Table

Even then private market investors can paper over valuation changes by investing at the same price but with more structure so it’s hard to understand the “headline valuation.” No blog post about how Tiger is crushing everybody because it’s deploying all its capital in 1-year while “suckers” are investing over 3-years can change this reality.

VC 416
article thumbnail

Why Startups Need a Well Articulated Strategy (And How to Think About Yours)

Both Sides of the Table

I recommend you read Fred Wilson’s recent blog post about the need for a well articulated business strategy before pushing a particular business model. I guess this is the ultimate definition of implementing a business model when you’re not clear on strategy! The Need for Strategy. My take on his argument is this: 1.

strategy 401