@paulsingh #avf2013PAUL SINGH@paulsingh・paul@dashboard.io・resultsjunkies.comTHE EVOLUTION OF THEPRIVATE MARKETTHE RISE OF ...
@paulsingh #avf2013500 STARTUPSPAUL SINGH@paulsingh・paul@dashboard.io・resultsjunkies.com
@paulsingh #avf2013
@paulsingh #avf2013EARLY STAGESTARTUPSHAVE CHANGED
@paulsingh #avf2013STARTUP COSTSLOWER THAN EVERBUT SCALING STILL COSTS MONEYCLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRI...
@paulsingh #avf2013WEB GETS BIGGER.WORLD GETS SMALLER.
@paulsingh #avf2013TRACTION IS THE NEWINTELLECTUAL PROPERTYPLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANG...
@paulsingh #avf2013CAPITALINCREASINGLYCOMMODITIZEDRISE OF THE ANGELS, YO!
@paulsingh #avf2013NEW REALITY:MONEY FOLLOWSFOUNDERSRISE OF THE ENTREPRENEURS, YO!
@paulsingh #avf2013SIGNALS AREEVERYWHEREBIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #avf2013SIGNALS AREEVERYWHEREBIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #avf2013TRANSPARENCY ISSIGNALS AREEVERYWHEREBIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #avf2013WALL STREETBEAT US TO IT
@paulsingh #avf2013
@paulsingh #avf2013UBS PROPRIETARYSATELLITE PARKING LOTFILL RATE ANALYSISPOINTS TO ANINTERESTING CADENCEINTRA-QUARTER ANDP...
@paulsingh #avf2013
@paulsingh #avf2013TWICE A WEEK A SMALLHELICOPTER CIRCLESOVER CUSHING’S TANKFARMS ON AN OILINDUSTRY SPYINGMISSION.“
@paulsingh #avf2013WALL STREETISN’T ALONETHESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITROFERTILIZATION LENDING, PAYDAY...
@paulsingh #avf2013WE CAN DO IT, TOOSURPRISE!IT TURNS OUT,
@paulsingh #avf2013+ “GUT” + TRUSTED MENTORS + MUCH, MUCH MORE DATA.
@paulsingh #avf2013WE CAN DO IT, TOO.
@paulsingh #avf2013WE CAN DO IT, TOO.
@paulsingh #avf2013WE’RE DOING IT, TOO.
@paulsingh #avf2013
@paulsingh #avf2013VENTURE CAPITAL ISOPEN TO ATTACK BYDISRUPTIVE NEWBUSINESS MODELS ANDTECHNOLOGY.“-- NAVAL RAVIKANT (@nav...
@paulsingh #avf2013EARLY STAGE VCIS CHANGINGHAS CHANGED
@paulsingh #avf2013STATE OF THE ART IN EARLYSTAGE INVESTING IS NOTVERY SOPHISTICATED
@paulsingh #avf2013UNBUNDLING OFADVICE, CONTROLAND MONEY
@paulsingh #avf2013USED TO BE ABOUTCAPITAL, DEALFLOWAND JUDGEMENTTODAY, IT’S ABOUT ACCESS.
@paulsingh #avf2013
@paulsingh #avf2013(500) CHECKLISTProduct solves a problem for a specific target customerCapital-efficient businesses - oper...
@paulsingh #avf2013(NEW) FINANCINGS
@paulsingh #avf2013(NEW) FINANCINGSStandardized terms
@paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leads
@paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leadsContinuous, not discrete rounds
@paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leadsContinuous, not discrete rounds...
@paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leadsContinuous, not discrete rounds...
@paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leadsContinuous, not discrete rounds...
@paulsingh #avf2013BY ITS NATURE, THEINTERNET UNDERMINESANYONE WHOSE STATUSDEPENDS ONPRIVILEGED ACCESS TOINFORMATION.“-- M...
@paulsingh #avf2013THE PRIVATE MARKET ISBECOMING MOREACCESSIBLE.
@paulsingh #avf2013THE PRIVATE MARKET ISBECOMING MORETRANSPARENT.
@paulsingh #avf2013Demo DayVideos ⟹ livestream.com/500startupsSample Pitch Decks ⟹ slideshare.net/500startupsVenture Capit...
@paulsingh #avf2013THE PRIVATE MARKET ISBECOMING MORE EFFICIENT.
@paulsingh #avf2013THE PRIVATE MARKET ISBECOMING MORE EFFICIENT.AND, SOON, MORE LIQUID.
@paulsingh #avf2013YOUR KEY TAKEAWAYS
@paulsingh #avf2013YOUR KEY TAKEAWAYSFocus on Traction.
@paulsingh #avf2013YOUR KEY TAKEAWAYSFocus on Traction.Learn to Communicate and Inspire.
@paulsingh #avf2013ALSO...
@paulsingh #avf2013ALSO...Distribution > Product
@paulsingh #avf2013ALSO...Distribution > ProductTactics > Strategy
@paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > Credibility
@paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelList
@paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelListRaise 12-18+ mon...
@paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelListRaise 12-18+ mon...
@paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelListRaise 12-18+ mon...
@paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelListRaise 12-18+ mon...
@paulsingh #avf2013@paulsingh・paul@dashboard.io・resultsjunkies.comTHE EVOLUTION OF THEPRIVATE MARKETTHE RISE OF THE ANGELS...
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Evolution of the Private Market - Atlantic Venture Forum - June 2013

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Evolution of the Private Market - Atlantic Venture Forum - June 2013

  1. 1. @paulsingh #avf2013PAUL SINGH@paulsingh・paul@dashboard.io・resultsjunkies.comTHE EVOLUTION OF THEPRIVATE MARKETTHE RISE OF THE ANGELS (AND THE ENTREPRENEURS)
  2. 2. @paulsingh #avf2013500 STARTUPSPAUL SINGH@paulsingh・paul@dashboard.io・resultsjunkies.com
  3. 3. @paulsingh #avf2013
  4. 4. @paulsingh #avf2013EARLY STAGESTARTUPSHAVE CHANGED
  5. 5. @paulsingh #avf2013STARTUP COSTSLOWER THAN EVERBUT SCALING STILL COSTS MONEYCLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRIVING
  6. 6. @paulsingh #avf2013WEB GETS BIGGER.WORLD GETS SMALLER.
  7. 7. @paulsingh #avf2013TRACTION IS THE NEWINTELLECTUAL PROPERTYPLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE.NO LONGER “GOOD ENOUGH” TO DEPEND ON TECH DIFFERENTIATION.
  8. 8. @paulsingh #avf2013CAPITALINCREASINGLYCOMMODITIZEDRISE OF THE ANGELS, YO!
  9. 9. @paulsingh #avf2013NEW REALITY:MONEY FOLLOWSFOUNDERSRISE OF THE ENTREPRENEURS, YO!
  10. 10. @paulsingh #avf2013SIGNALS AREEVERYWHEREBIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
  11. 11. @paulsingh #avf2013SIGNALS AREEVERYWHEREBIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
  12. 12. @paulsingh #avf2013TRANSPARENCY ISSIGNALS AREEVERYWHEREBIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
  13. 13. @paulsingh #avf2013WALL STREETBEAT US TO IT
  14. 14. @paulsingh #avf2013
  15. 15. @paulsingh #avf2013UBS PROPRIETARYSATELLITE PARKING LOTFILL RATE ANALYSISPOINTS TO ANINTERESTING CADENCEINTRA-QUARTER ANDPOTENTIAL UPSIDE TOOUR VIEW.“
  16. 16. @paulsingh #avf2013
  17. 17. @paulsingh #avf2013TWICE A WEEK A SMALLHELICOPTER CIRCLESOVER CUSHING’S TANKFARMS ON AN OILINDUSTRY SPYINGMISSION.“
  18. 18. @paulsingh #avf2013WALL STREETISN’T ALONETHESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITROFERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTOLENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.
  19. 19. @paulsingh #avf2013WE CAN DO IT, TOOSURPRISE!IT TURNS OUT,
  20. 20. @paulsingh #avf2013+ “GUT” + TRUSTED MENTORS + MUCH, MUCH MORE DATA.
  21. 21. @paulsingh #avf2013WE CAN DO IT, TOO.
  22. 22. @paulsingh #avf2013WE CAN DO IT, TOO.
  23. 23. @paulsingh #avf2013WE’RE DOING IT, TOO.
  24. 24. @paulsingh #avf2013
  25. 25. @paulsingh #avf2013VENTURE CAPITAL ISOPEN TO ATTACK BYDISRUPTIVE NEWBUSINESS MODELS ANDTECHNOLOGY.“-- NAVAL RAVIKANT (@naval)
  26. 26. @paulsingh #avf2013EARLY STAGE VCIS CHANGINGHAS CHANGED
  27. 27. @paulsingh #avf2013STATE OF THE ART IN EARLYSTAGE INVESTING IS NOTVERY SOPHISTICATED
  28. 28. @paulsingh #avf2013UNBUNDLING OFADVICE, CONTROLAND MONEY
  29. 29. @paulsingh #avf2013USED TO BE ABOUTCAPITAL, DEALFLOWAND JUDGEMENTTODAY, IT’S ABOUT ACCESS.
  30. 30. @paulsingh #avf2013
  31. 31. @paulsingh #avf2013(500) CHECKLISTProduct solves a problem for a specific target customerCapital-efficient businesses - operational @ <$1M fundingPrimarily internet-based distribution - search, social, mobile, localSimple revenue models - transactions, subscriptions or affiliateFunctional prototype before investment (or previous success)Small but measurable usage - some customers, early revenueSmall but cross-functional team - engineer, design/UX, marketing
  32. 32. @paulsingh #avf2013(NEW) FINANCINGS
  33. 33. @paulsingh #avf2013(NEW) FINANCINGSStandardized terms
  34. 34. @paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leads
  35. 35. @paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leadsContinuous, not discrete rounds
  36. 36. @paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leadsContinuous, not discrete roundsPrices beginning to float
  37. 37. @paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leadsContinuous, not discrete roundsPrices beginning to floatNo Board seats at the earliest stage
  38. 38. @paulsingh #avf2013(NEW) FINANCINGSStandardized termsNo fixed amounts, no closings, no leadsContinuous, not discrete roundsPrices beginning to floatNo Board seats at the earliest stageHerd mentality and oversubscriptions
  39. 39. @paulsingh #avf2013BY ITS NATURE, THEINTERNET UNDERMINESANYONE WHOSE STATUSDEPENDS ONPRIVILEGED ACCESS TOINFORMATION.“-- MICHAEL LEWIS
  40. 40. @paulsingh #avf2013THE PRIVATE MARKET ISBECOMING MOREACCESSIBLE.
  41. 41. @paulsingh #avf2013THE PRIVATE MARKET ISBECOMING MORETRANSPARENT.
  42. 42. @paulsingh #avf2013Demo DayVideos ⟹ livestream.com/500startupsSample Pitch Decks ⟹ slideshare.net/500startupsVenture Capital 101 ⟹ venturehacks.com/archivesInvestor Thoughts:Brad Feld ⟹ feld.comFred Wilson ⟹ avc.comChris Dixon ⟹ cdixon.orgMark Suster ⟹ bothsidesofthetable.comangel.co/valuations and angel.co/salaries
  43. 43. @paulsingh #avf2013THE PRIVATE MARKET ISBECOMING MORE EFFICIENT.
  44. 44. @paulsingh #avf2013THE PRIVATE MARKET ISBECOMING MORE EFFICIENT.AND, SOON, MORE LIQUID.
  45. 45. @paulsingh #avf2013YOUR KEY TAKEAWAYS
  46. 46. @paulsingh #avf2013YOUR KEY TAKEAWAYSFocus on Traction.
  47. 47. @paulsingh #avf2013YOUR KEY TAKEAWAYSFocus on Traction.Learn to Communicate and Inspire.
  48. 48. @paulsingh #avf2013ALSO...
  49. 49. @paulsingh #avf2013ALSO...Distribution > Product
  50. 50. @paulsingh #avf2013ALSO...Distribution > ProductTactics > Strategy
  51. 51. @paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > Credibility
  52. 52. @paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelList
  53. 53. @paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelListRaise 12-18+ months of funding
  54. 54. @paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelListRaise 12-18+ months of fundingLearn the basics of VC economics
  55. 55. @paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelListRaise 12-18+ months of fundingLearn the basics of VC economicsNo. More. Grinfucking.
  56. 56. @paulsingh #avf2013ALSO...Distribution > ProductTactics > StrategyNotability > CredibilityGet on AngelListRaise 12-18+ months of fundingLearn the basics of VC economicsNo. More. Grinfucking.Shameless plug: dashboard.io
  57. 57. @paulsingh #avf2013@paulsingh・paul@dashboard.io・resultsjunkies.comTHE EVOLUTION OF THEPRIVATE MARKETTHE RISE OF THE ANGELS (AND THE ENTREPRENEURS)LEARN MORE:events.dashboard.io/avf2013
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