Venture Capital

  • Focus on the Upside

    Point Nine’s Pawel has a good post on why complex liquidation preference structures are bad for your…

  • Down and Flat Rounds

    There’s been quite a bit of talk on valuations over the past few months.  I think…

  • Celebrating Execution

    I am sitting at a board meeting, observing how a portfolio company of ours is out-executing…

  • VC Portfolio and Ownership Concentration

    Last month saw an online disagreement between two prominent investors, Michael Kim and Dave McClure.  You…

  • Big Numbers

    The press loves big numbers.  Why? Because, the readers love big numbers.  Look at the headline below:…

  • The Disconnect in Online Advertising

    Online ads suck, but it’s the main driver of today’s internet. If you did not already…

  • Your Biggest Investor

    One way we categorize startups is by whether they have crossed the chasm. I don’t mean…

  • The Second Time Around

    I just answered an interesting question on Quora.  I think it may be interesting to readers…

  • ChubbyBrain Ventures

    Startup data provider CB Insights had an April Fool’s Day blog post on how they are…

  • The Pendulum on Turkey

    In my conversations with non-Turkish friends lately, the dominant topic has been what’s going on in…