Published inBoth Sides of the Table·Dec 12, 2022Praying to the God of ValuationSomething happened in the past 7 years in the startup and venture capital world that I hadn’t experienced since the late 90’s — we all began praying to the God of Valuation. It wasn’t always like this and frankly it took a lot of joy out of the industry for…8 min read8 min read
Published inBoth Sides of the Table·Sep 15, 2022What Does the Post Crash VC Market Look Like?At our mid-year offsite our partnership at Upfront Ventures was discussing what the future of venture capital and the startup ecosystem looked like. …8 min read8 min read
Published inBoth Sides of the Table·Jul 26, 2022Upfront Ventures Raises > $650 Million for Startups and Returns > $600 Million to LPsLast year marked the 25th anniversary for Upfront Ventures and what a year it was. 2021 saw phenomenal returns for our industry and it topped off more than a decade of unprecedented VC growth. The industry has obviously changed enormously in 2022 but in many ways it feels like a…8 min read8 min read
Published inBoth Sides of the Table·Nov 10, 2021Density & the Future of Real EstateNearly 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…Venture Capital2 min readVenture Capital2 min read
Published inBoth Sides of the Table·Sep 10, 2021The Changing Venture LandscapeThe 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. …10 min read10 min read
Published inBoth Sides of the Table·Aug 11, 2021Introducing Trust, and the Importance of Product-Founder FitCustomer acquisition is the lifeblood of many startups from e-commerce to gaming to marketplace companies, among others. …Upfront Ventures4 min readUpfront Ventures4 min read
Published inBoth Sides of the Table·Jun 28, 2021On Funding — The Denominator EffectI 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…4 min read4 min read
Published inBoth Sides of the Table·Jun 28, 2021On Funding — Shots on GoalBeing 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…5 min read5 min read
Published inBoth Sides of the Table·Jun 22, 2021What Mistakes Do VCs Make When Fundraising?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…5 min read5 min read
Published inBoth Sides of the Table·May 24, 2021Playing the Long Game in Venture CapitalSilicon Valley and the media industry that surrounds it values youth. The culture is driven by the 20-something irreverent founder with huge technical chops who in a “David vs. Goliath” mythology take on the titans of industry and wins. …9 min read9 min read