Deal Size
Brad and I have been doing early stage investing since the late 80s (me) and early 90s (Brad). For most of our career, a typical early stage venture round was $5mm to $6mm and you'd put two firms together and [...] Read more
Lead Investor
My good friend Charley says that I "don't follow very well". He means that I don't like to participate in the Series B and C rounds of deals that have been funded by other venture capital firms in the Series [...] Read more
Traction
This is my second post on "other things we look for". I hesitated to use the title Traction because its certainly one of the most overused words in the venture capital vernacular. But it is also the "shorthand" peope use [...] Read more
Early Stage Investing
I thought I'd lead off my series of posts on "other things we look for" with a discussion of our preference for early stage investing. Most of our investment approach is built on top of our foundation as early stage [...] Read more
History doesn’t repeat itself, but it does rhyme
When Mark Twain said that, he almost certainly was not thinking about the fate of network operators and mini-computer companies, but it seems more and more likely that 20 years from now Verizon, AT&T, Sprint, Comcast, Cingular and T-Mobile will [...] Read more
Other Things We Look For
Last month Brad wrote a series of posts on the things we look for in our investments. Those posts are archived here. As Brad said in his introduction to those posts:A year ago when we first re-launched our web site [...] Read more
