Mattermark Daily – Thursday, July 24th

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From the Investors

Fred Wilson of Union Square Ventures builds on Mark Suster’s post yesterday, sharing USV’s methodology for early-stage investing in “The Pro-Rata Opportunity

Steven Sinofsky of Andreessen Horowitz visits Africa to witness firsthand how mobile phones solve the problem of traditional banking in “Disrupting Payments, Africa Style” (via Re/code)

Kanyi Maqubela of Collaborative Fund proposes two exit options for founders to keep in mind while raising seed capital in “Upside Protection vs. Downside Protection

Jeffrey Carter of Hyde Park Angels discusses valuations, authenticity, and dilution in “Valuation and The Full Ratchet

Josh Breinlinger of Sigma West considers America’s aging population a market in its prime for investment in “Why I Love the Care Space

Jay Acunzo of NextView Ventures explains how content marketing solves the same problem as your product, just through a different medium, in “How to Control Content Marketing Better Than Neo Controlled the Matrix

Manu Kumar of K9 Ventures trusts his gut in “When Vinod Khosla Answered My Question with a Non-Verbal

Chris DeVore of Techstars believes that all successful founders form their drive “around a hard kernel of insecurity and shame” – “The One Thing You Can’t Teach an Entrepreneur

From the Operators

Seth Bannon of Amicus owns up to his mistakes—like not setting clear expectations for early employees, or not bringing in an outside board member—in his mea culpa, “Mistakes You Should Never Make

Dylan Reid of looks to Uber, Oscar, Airbnb, and Nest for what factories can learn about innovation in “The Factory OS

Kirby Frugia of New Relic measures his success on a much longer timeline now that he’s a manager in “How to Make the Leap from Engineer to Manager

Janet Van Huysse of Twitter now leads Twitter’s diversity initiative “Building a Twitter We Can Be Proud of

Joel Spolsky of Trello tells the story of Trello, from side-project to raising $10.3M today, in “Trello, Inc.

John Foreman of MailChimp reconciles big data and privacy in “Why is Big Data Creepy? And What Can We Do?

Mattermark Daily – Wednesday, July 23rd

Posted in Venture Capital: by .

From the Investors

Mark Suster of Upfront Ventures studies the early angel activity that boosted late-stage valuations and forced venture capital to evolve in “The Changing Structure of the VC Industry

Bill Bing of The Startup Factory puzzles over the broken system and unchanging incentives of LPs in “The More Things Change… (The Mostly Inert State of the Limited Partner)

Tomasz Tunguz of Redpoint Ventures predicts a strong market for early stage software and consumer investments over the next 12-18 months in “The Coming Wave of Venture Capital and What it Means for Your Startup

Fred Wilson of Union Square Ventures says that his “biggest piece of advice” to entrepreneurs regarding their board is to actively recruit “Independent Directors

Brad Feld of Foundry Group hosts the “Foundry Women’s Exec Summit

Startup Guru Steve Blank throws open the doors on the National Science Foundation’s investment in I-Corps for Learning in “Getting Lean in Education – By Getting Out of the Classroom

Michael Witheiler of Flybridge Capital Partners breaks out hardware crowdfunding figures by industry, sets the floor for success at $211,290, in “Learning from the Crowd: The Hardware Ecosystem

Bilal Zuberi of Lux Capital differentiates between a sales pitch and an investing pitch by removing the rose-colored lenses in “What is a ‘Pitch?’

Albert Wenger of Union Square Ventures muses on our stage in the transition from an industrial society to an automated one in “Is it 1880 or 1914?

Tim Devane of Red Sea Ventures realizes that he doesn’t lose a step by disconnecting for the weekend in “Closing the Computer

From the Operators

Nate Kontny of Draft points to Benjamin Franklin and Ryan Hoover to demonstrate the importance of wiring in “Now That I’ve Created Something, How Do I Spread It?

Gabriel Weinberg of DuckDuckGo responds to Ben Horowitz’s post yesterday by pointing to a graveyard of failed startups who never learned that “traction trumps everything” — “An Earlier Budget Mistake that will Ruin Your Company

Adam Ludwin of Chain builds on the analogy, “If Bitcoin is like Email, then Ethereum is like the web,” in “Explaining Ethereum

Matt McCabe of Leadify explains how indexing content across sites returns the greatest social media impact in “A Different Approach to Social Media Marketing

Foursquare previews its reinvention in “A Brand New Foursquare, with a Brand New Logo and Look, is Almost Ready for You

Oliver Reichenstein of Information Architects reflects on the design process—the painful parts of listening, thinking, imagining—in “Putting Thought Into Things

Mattermark Daily – Tuesday, July 22nd

Posted in Venture Capital: by .

From the Investors

Ben Horowitz of Andreessen Horowitz tears up the floorboards of the budgeting process and finds termites underneath in “How to Ruin Your Company with One Bad Process” — “Local incentives, if not properly managed, will sharply motivate human behavior and defeat the global goals.”

Boris Wertz of Version One Ventures isn’t fooled by the abundance of “‘easy’ early-stage money floating around right now” in “What Every Entrepreneur Should Know About Financing Right Now

Mark Suster of Upfront Ventures defines “shelfware” and tells companies how to avoid churn in a downturn in “Here’s Why a Booming Tech Market May Fool You into Thinking You’re Successful

Bijan Sabet of Spark Capital is drawn to technologies that enable intention, creativity, and choice in “Intention and the Choices We Make Every Day

Benedict Evans of Andreessen Horowitz brings into focus the magnitude of the internet’s growth as a result of smartphones in “Mobile Leverage

Hunter Walk of Homebrew Ventures recommends top-down forecasting that focuses on milestones for early-stage startups in “Sunny Whether: Two Types of Forecasting Models for Running Your Startup

Guy Turner of Hyde Park Venture Partners favors the bottom-up approach to forecasting in “Great Startup CEOs See the Future… And How to Do It

Mike Collett of Promus Ventures wants founders to listen up and avoid their peers’ mistakes in “There’s a Hole in That Road: 10 Common Pitfalls for Startups

Roy Bahat of Bloomberg Beta teaches fundraising founders how to craft the perfect forward intro email in “Introductions and the ‘Forward Intro Email’

David Weekly of Drove.VC pens a breakup letter to a product he believes has lost its focus — “Dear Foursquare”

From the Operators

Tom Hughes of Zafgen dates some bankers and shows some skin in “Lessons From an IPO

Jerome Ng of VenueSpot describes the hustle, the uncertainty, and the struggle of the first 500 days in “500 Days in.

Greg Brockman of Stripe lays out three advantages to a global market that embraces cryptocurrencies in “Bitcoin: the Stripe Perspective