Comments on: The Great VC Ice Age is Thawing (for now) – Part 1 of 3 http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/ Entrepreneur turned VC Thu, 11 Mar 2010 18:28:08 -0600 http://wordpress.org/?v=2.8.3 hourly 1 By: 2010 VC Funding Outlook for Startups – Prepare for Winter (Part 3/3) « The SiliconANGLE http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1082 2010 VC Funding Outlook for Startups – Prepare for Winter (Part 3/3) « The SiliconANGLE Fri, 02 Oct 2009 16:36:53 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1082 [...] the first post in this three part series I described why I believe the VC market froze between September 2008 – April 2009.  In the second post I argued that as of September 2009 the pace of VC investments has [...] [...] the first post in this three part series I described why I believe the VC market froze between September 2008 – April 2009.  In the second post I argued that as of September 2009 the pace of VC investments has [...]

]]> By: 2010 VC Funding Outlook for Startups – Prepare for Winter (Part 3/3) http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1075 2010 VC Funding Outlook for Startups – Prepare for Winter (Part 3/3) Fri, 02 Oct 2009 06:56:56 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1075 [...] In the first post in this three part series I described why I believe the VC market froze between September 2008 – April 2009.  In the second post I argued that as of September 2009 the pace of VC investments has increased [...] [...] In the first post in this three part series I described why I believe the VC market froze between September 2008 – April 2009.  In the second post I argued that as of September 2009 the pace of VC investments has increased [...]

]]> By: The Big VC Thaw – Why The Market is Moving Again (part 2 of 3) « The SiliconANGLE http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1062 The Big VC Thaw – Why The Market is Moving Again (part 2 of 3) « The SiliconANGLE Thu, 01 Oct 2009 14:30:08 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1062 [...] my previous post, The VC Ice Age is Thawing (for now) I wrote about the reasons why the VC market came to a screeching halt in September 2008 and remained [...] [...] my previous post, The VC Ice Age is Thawing (for now) I wrote about the reasons why the VC market came to a screeching halt in September 2008 and remained [...]

]]> By: The Great VC Ice Age is Thawing (For Now) | Mark Suster | Voices | AllThingsD http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1056 The Great VC Ice Age is Thawing (For Now) | Mark Suster | Voices | AllThingsD Thu, 01 Oct 2009 07:04:57 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1056 [...] Read the rest of this post on the original site Tagged: Silicon Valley, Voices, econalyspe, economy, economy, Mark Suster, VC, venture capital | permalink Sphere.Inline.search("", "http://voices.allthingsd.com/20091001/the-great-vc-ice-age-is-thawing-for-now/"); « Previous Post ord=Math.random()*10000000000000000; document.write(''); [...] [...] Read the rest of this post on the original site Tagged: Silicon Valley, Voices, econalyspe, economy, economy, Mark Suster, VC, venture capital | permalink Sphere.Inline.search("", "http://voices.allthingsd.com/20091001/the-great-vc-ice-age-is-thawing-for-now/"); « Previous Post ord=Math.random()*10000000000000000; document.write(''); [...]

]]> By: msuster http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1055 msuster Wed, 30 Sep 2009 23:47:27 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1055 3 part series already written. Wrote as one post but was too long so I broke it up. Stay tuned! 3 part series already written. Wrote as one post but was too long so I broke it up. Stay tuned!

]]> By: msuster http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1054 msuster Wed, 30 Sep 2009 22:50:45 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1054 Hey John. Yes, lots of questions. Some quick observations:<br>- yes, the VC market will consolidate. This is healthy.<br>- some big brand names will definitely be affected<br>- re: stages - there does seem to be a bifurcation. Definitely new early-stage, small round funds like True Ventures, First Round Capital, Founders' Fund, etc. It is less costly to build many startups these days. But also some VC's trying to be later stage where they perceive they get better value.<br><br>Thanks for stopping by. Hey John. Yes, lots of questions. Some quick observations:
- yes, the VC market will consolidate. This is healthy.
- some big brand names will definitely be affected
- re: stages – there does seem to be a bifurcation. Definitely new early-stage, small round funds like True Ventures, First Round Capital, Founders' Fund, etc. It is less costly to build many startups these days. But also some VC's trying to be later stage where they perceive they get better value.

Thanks for stopping by.

]]> By: adityavempaty http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1053 adityavempaty Wed, 30 Sep 2009 22:47:59 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1053 Wow, basically from the article: If you invested in a bad company w/ high burn rate looking for fund rasing you are shit out of luck due to the valuation coming down as we all piss poor management of financial s. Thus coming the conclusion that already a bad situation could be made worse due to the economic situation. My other question is that this posts title was a little miss leading, i was expecting more of an insite into the actualy thawing of VC investment. Not the reasons as to why the VC's ice age started, maybe i am missing the point here but sounds like you have another piece you are going to add to this soon. Wow, basically from the article: If you invested in a bad company w/ high burn rate looking for fund rasing you are shit out of luck due to the valuation coming down as we all piss poor management of financial s. Thus coming the conclusion that already a bad situation could be made worse due to the economic situation. My other question is that this posts title was a little miss leading, i was expecting more of an insite into the actualy thawing of VC investment. Not the reasons as to why the VC's ice age started, maybe i am missing the point here but sounds like you have another piece you are going to add to this soon.

]]> By: John Dugan http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1049 John Dugan Wed, 30 Sep 2009 17:22:47 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1049 Judging by Gurley's analysis and some of the other material I have read, it looks like the VC market is in for quite a bit of consolidation. I am sure the Sequoias and KPCB's of the industry will stick around. So, will the consolidation occur at the "mini-majors" level? Also, given the pricing problem and lack of liquidity of VC as an asset allocation, how will the stage at which companies get funded be effected? Will smaller VC's and funds emerge who target smaller rounds in less proven/higher risk startups? - or - Will capital shift to proven/growth-stage companies?<br><br>Lot's of questions... probably best addressed in another post(s) :) Judging by Gurley's analysis and some of the other material I have read, it looks like the VC market is in for quite a bit of consolidation. I am sure the Sequoias and KPCB's of the industry will stick around. So, will the consolidation occur at the “mini-majors” level? Also, given the pricing problem and lack of liquidity of VC as an asset allocation, how will the stage at which companies get funded be effected? Will smaller VC's and funds emerge who target smaller rounds in less proven/higher risk startups? – or – Will capital shift to proven/growth-stage companies?

Lot's of questions… probably best addressed in another post(s) :)

]]> By: ronanvance http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1048 ronanvance Wed, 30 Sep 2009 04:32:59 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1048 It was the shut-down of September 2008, not 2009. It was severe indeed, and I am still frostbitten. The consolation remains a tremendous learning experience. Thanks for adding more insight for even deeper understanding so I can keep it all in perspective. Look forward to parts 2 and 3. It was the shut-down of September 2008, not 2009. It was severe indeed, and I am still frostbitten. The consolation remains a tremendous learning experience. Thanks for adding more insight for even deeper understanding so I can keep it all in perspective. Look forward to parts 2 and 3.

]]> By: Dust Alert and 7 Israel-related Cleantech Headlines, Week of September 20, 2009 | Green Prophet http://www.bothsidesofthetable.com/2009/09/29/the-great-vc-ice-age-is-thawing-for-now-part-1-of-3/comment-page-1/#comment-1047 Dust Alert and 7 Israel-related Cleantech Headlines, Week of September 20, 2009 | Green Prophet Wed, 30 Sep 2009 03:49:57 +0000 http://www.bothsidesofthetable.com/?p=987#comment-1047 [...] The Great VC Ice Age is Thawing (for now) – Part 1 of 3 AKPC_IDS += [...] [...] The Great VC Ice Age is Thawing (for now) – Part 1 of 3 AKPC_IDS += [...]

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