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In an increasingly competitive environment among Venture Capital (VC) firms, fund managers continuously search for ways to develop an edge over their peers. This realisation has led them to pursue more data-driven approaches and to start diving into the potential of data in investment processes.
Venture Capital 2.0—the revolution of Machine Learning & Data-Driven VC
The state of VC in 2025. Where we are, where we are going, and where to invest ... https://t.co/NvOOYzeEpG https://t.co/cbXha8w19L
The best example of this alternative product is Indie.VC, run by Bryce Roberts. Over the course of 6 years, Indie invested in 40 companies. It held the two key components of limited fund size and gave equity optionality through redemption clauses or equity buybacks. The results are encouraging, with a 51% IRR and 4.3x TVPI, while 87% of the... See more
Evan Armstrong • Venture Capital Is Ripe for Disruption
INVESTORS OF LAST RESORT
The revelation that https://t.co/hshsA8AJWd is speaking with Google about their new financing round, is not surprising in the least. Despite an incredibly engaging product (4M DAUs, with the average user spending 2 hours per day in the product), the company has extremely high burn since they are... See more
Gokul Rajaramx.com
What a time to be a Solo GP.
Fed o3 a bunch of docs on a verycomplex business, had it do a whole bunch of double-checking against public sources on BOM, competitors, etc., and then bear-base-bull & recommendation on whether I should double down before the B + much more. https://t.co/ZKNU0eb97D
Venture Capital 2.0—the revolution of Machine Learning & Data-Driven VC
medium.com
The Venture Capital Method: This method calculates valuation strictly from the viewpoint of investor returns. It works backward from the anticipated sale value, or Terminal Value, of the startup (five or so years in the future). You determine Terminal Value by (1) estimating the company’s earnings in the year of sale and (2) multiplying that number
... See moreJudy Robinett • Crack the Funding Code: How Investors Think and What They Need to Hear to Fund Your Startup
More firms are incubating companies as early-stage valuations rise.
A few successes:
• Snowflake ($49B mrkt cap) by Sutter Hill Ventures
• Affirm ($6B mrkt cap) by HVF Labs
• Hims & Hers ($1.3B mrkt cap) by... See more