Mid-Decade Musings

11 years ago

Lean venture capital returns are in their seventh year but, barring force majeure-type events, we should enjoy more positive results starting in 2007. Why? Because we’ve largely cleared the bubble wreckage, the second wave of the Internet is upon us and new disruptive technologies are emerging to create new industries.   During the bubble, the VC […]

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Environmental Column Intro

11 years ago

I suggested to Dan that the private equity community was ready for a columnist who addresses environmental issues. He agreed.  So, is this going to be a column about soil and groundwater contamination, asbestos, and permitting?  I hope not. You see, the term environment is so much broader than that, and some of the more current issues […]

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The Problem with the Quick Bridge

11 years ago

There has been plenty of discussion recently among entrepreneurs and VCs regarding bridge loans for startups, also know as “converts”. Josh Kopelman wrote a nice post here, and Matt Marshall posted a bridge loan calculator for entrepreneurs here. Lots of people ask us our views on these structures, because we’re focused only on Seed and […]

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Which Startup To Pick?

11 years ago

I was fortunate enough to visit two great conferences here in sunny San Diego during the last week of September, DEMOfall and ASIS, and then Consumer Technology Ventures more recently. In case some of you don’t know: DEMOfall (or “Demo”) and CTV are all about startups pitching their new products, mostly software, to VCs and […]

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Open Immigration Should be an Easy Sell

11 years ago

The American Made study that details the impact of immigrant entrepreneurs on U.S. competitiveness has been public now for about eight hours.  NVCA commissioned this study to add some hard facts into the rancorous  and often overly emotional debate on immigration. For years the venture capital community has recognized the tremendous value that foreign born nationals […]

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Corporate Venture Rides Again

By Jon Nieman — 11 years ago

In order to make this as interactive as possible, I wanted to spark some conversation around some of the areas of focus that our firm works on a day-to-day basis. As an introduction, Collective IQ focuses on four main areas: Private equity, corporate venture, corporate advisory, and portfolio companies. To start the ball rolling, in […]

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Web 2.0 Summit, Hold the Mayo

By Bart Schachter — 11 years ago

The IT establishment (or at least one person in it: Andy Grove) has been working hard for many years to bring the medical world out of the dark ages and improve record keeping (http://med.stanford.edu/about_photo/) . Mayo is clearly ahead of the curve.

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Genetics: A New Age of Enlightenment

11 years ago

In an era where good news seems to get short shrift, I’d like to highlight to some encouraging news about a positive advancement in cancer diagnosis and treatment. The Baltimore Sun recently ran a feature story about a genetic test called Oncotype DX that provides a look at the inner workings of a breast cancer tumor […]

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PE and Clothing Stores

By Adrian — 11 years ago

I am very interested in knowing your opinion on clothing store LBOs, like the Eddie Bauer one announced yesterday or the Burlington Coat deal by Bain. What is the extraordinary value to be extracted out of these companies which are no clear leader of their segments and concepts. Is it purely a financial play? Or competition for […]

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Bush War on Medical Research Defeats Republican Senate

11 years ago

Sure, the biggest factor in the Republican loss of Congress was public discontent with the war in Iraq. Even so, Republicans would have held control of the Senate if the Bush administration were not waging a second war on major elements of modern medical research.  Fact: The Bush administration has done almost everything in its power to […]

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To Patent or Not to Patent (and Mutual Assured Destruction)

11 years ago

In October, I attended the Ocean Tomo Patent Auction in NYC. I was surprised to see that I was one of three venture capitalists in attendance reviewing the inventory of patents changing hands. What? No Web 2.0 discussions or golf?  Why bother? The Ocean Tomo Fall 2006 Live Intellectual Property Auction netted nearly $24 million, more than […]

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Of Snipers and Virgins

By Bart Schachter — 11 years ago

I wonder how long the Middle East War analogy can carry me into the PEHUB universe. BTW, how do you pronounce peHUB? PEE-HUB? PEE-WEE-HUB? Judging from the responses to my virgin steps onto the blogosphere, I think that’s probably pretty close. I’ve been tracking recent military developments in Iraq to learn that, in addition to […]

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A Dollar and a Dream

By Chris — 11 years ago

Anyone remember Curtis Sharp? A long time ago, Curtis won a $5 million New York Lottery jackpot and he spent the rest of the 1980s sashaying around New York in bespoke suits and bowler hats attracting crowds wherever he went. Curtis was the Man. Charismatic and impish, Curtis was the Toast of the Town. I […]

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Top Quartile — Who’s counting

11 years ago

For those of you who know me, you know that returns, performance and benchmarking issues are near and dear to me – after all, my first child’s initials are IRR. I swear it was not intentional – just call it karma. I recently took our second child, (no weird acronyms here to make fun of, […]

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Should VCs Write Blogs?

By Clint — 11 years ago

This question seems to come up quite a bit among LPs and GPs: Should a general partner at a VC firm spend time writing a blog, when it appears to be such a time-consuming process? Why would VCs even consider creating blogs to document thoughts or musings about the industry at large, when there are […]

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VC Learnings for Make Benefit Glorious Future

By Bart Schachter — 11 years ago

72 virgins. We all know who gets them. No, I’m not talking about Al Queda or the Taliban. I’m looking closer to home, right here in our VC backyard. One the industry’s most venerable VC firms yanks the megaphone from the hands of the New York Times and the Wall Street Journal to pronounce its […]

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Commercial Banks and I-Banks: Not a Natural Fit

By Kelly DePonte — 11 years ago

I believe that there are natural reasons for commercial banks to get out of private equity investing: Commercial bank on-balance sheet capital is quite different from that of I-banks, and the issue of conficts for I-banks is real. First some perspective – I worked for a commercial bank in the US for 15 years, the […]

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