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Nearly six years ago, I was thrilled to invest in Andrew Farah and the team at Density when they had a vision for building anonymous tracking of how people use office buildings, rentals and other public spaces. And today, as the company announces their latest funding round of $125M at a $1B+ valuation, I’m still […]
10 min read · Sep 10, 2021 The world around us is being disrupted by the acceleration of technology into more industries and more consumer applications. Society is reorienting to a new post-pandemic norm — even before the pandemic itself has been fully tamed. And the loosening of federal monetary policies, particularly in the US, […]
Photo by Vanna Phon on Unsplash Customer acquisition is the lifeblood of many startups from e-commerce to gaming to marketplace companies, among others. Most of these startups spend the lion’s share of their marketing budget in today’s social media channels: Facebook, Twitter, Reddit, Snap, TikTok and so on because — no surprise — that’s where […]
I recently wrote a post about funding for investors to think about having a diversified portfolio, which I called “shots on goal.” The thesis is that before investing in an early-stage startup it is close to impossible to know which of the deals you did will break out to the upside. It’s therefore important to […]
Being great as a startup technology investor of course requires a lot of things to come together: You need to have strong insights into where technology markets are heading and where value in the future will be created and sustained You need be perfect with your market timing. Being too early is the same as […]
A few weeks ago, I had the pleasure of talking to Samir Kaji on the Venture Unlocked podcast about a wide range of topics that we as venture capitalists think about everyday, including: How to build a generational firm — retaining partner talent and finding the complimentary networks and skillsets firms need to succeed over […]
I just spent the last 30 minutes writing a blog post around a simple phrase that I like. I built out my thought process around it, used a handful of examples, and then filled in some additional ideas. I was proofreading it when I decided to go try to find the original source of the […]
My partners Chris Moody, Seth Levine, and Lindel Eakman are all blogging right now. My other two partners, Ryan McIntyre and Jason Mendelson have blogged in the past, ut took a break in 2017. Also, the Foundry Group blog is always active, with occasional thought pieces but mostly updates on initial financings both for companies and […]
I took the last two weeks off from blogging. It was a nice vacation. While I try to blog every day, I don’t have a daily ritual like Fred Wilson does. Fred and I have talked about this a few times – for him, it is meditation, discipline, and ritual. I’ll let him say it […]
We have some entertaining news to share with you today. We have recently registered with the SEC and are now considered Registered Investment Advisors. Did we do this so that we can have cooler business cards? No. Did we do this because our back office was lacking in purpose? Heck no. We had to, per […]