Mattermark Daily – Thursday, March 5th, 2015

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From the Investors

Albert Wenger of Union Square Ventures notes that high public market multiples inform private market valuations, due to ‘demand in the public markets outstripped by supply’ in “Valuations: Public and Private Markets Misleading Each Other?

Jeff Carter of West Loop Ventures points out pros and cons for Mark Cuban’s assessment of the current tech ‘bubble’ in “Mark Cuban Thinks It’s Bubblicious

Semil Shah of Haystack Fund lists the ‘unknowns’ or potential shocks to the public and private markets that could lead to a crash in “Market Resiliency and the Spector of Exogenous Shocks

Tomasz Tunguz of Redpoint Ventures uses CrunchBase data to analyze acquihire trends, noting that corporate development teams may be pursuing seed companies vs. Series A companies in “Trends in the startup Acquihire Market

acquihires_by_quarter

Adam Besvinick of Deep Fork Capital shows concern for the hype and false positive the tech early adopters can cause for consumer apps launching on Product Hunt in “On the Hype Cycle and the Role of Product Hunt for Consumer Social Apps

Fred Wilson of Union Square Ventures says, ‘[great VCs] focus on the company first and everything else second is what separates the best ones from the rest in “A Focus on the Company Not the Investment

Jana Messerschmidt, Chloe Sladden, April Underwood, Vijaya Gadde, Katie Jacobs Stanton, and Jessica Verrilli of #Angels announce their new angel group and strategy to lend ‘collective expertise to support the teams’ in “Introducing #Angels

Jalak Jobanputra of FuturePerfect Ventures shows support for Abra, a global peer-to-peer teller network in “The Magic of Abra”, along with Howard Morgan of First Round Capital here, and Bill Barhydt and Jim Robinson’s thoughts on “Why We Started Abra

Peter Levine of Andreessen Horowitz and Dan Shapero of LinkedIn discuss how to build a sales organization in terms of hiring, compensation, and culture in “a16z Podcast: Getting Sales Right

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From the Operators

Nathaniel Disston of EquityZen provides a general look at how startups award equity and what candidates should consider when evaluating job opportunities in “Considerations for Your Startup Equity Compensation (Part 1)

Sam Gerstenzang of Imgur outlines the seven takeaways he gained from his time working at Andreessen Horowitz in “Seven Things I Learned in Venture

Ben Erez of Life360 encourages founders to find the ‘right metric’ to track and outlines metrics that ‘more established startups’ may measure for success in “Early Product Metrics and Other Traction-Tracker Things to Measure

Kyle Samani of Pristine explains how the marginal utility of smartwatches vs. smart eyewear may impact the adoption rates of these devices in “Watches are for Consumers, Glasses are for the Enterprise

Bart Lorang of FullContact shares his philosophy of dealing with ‘Not Awesome’ coworkers and how to build a culture where it gets called out in “Bad Actors, A-Holes, and Being Awesome with People
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Mattermark Daily – Wednesday, March 4th, 2015

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From the Investors

Jessica Livingston of Y Combinator opens up about how she shaped the community and culture of Y Combinator for the past 10 years in “The Social Radar: What I Did at Y Combinator

Angel Investor and Serial Entrepreneur Mark Cuban believes the current startup ecosystem is a ‘bubble’ that’s worse than the one in 2000, due to ‘zero liquidity for equity crowdfunding investments’ in “Why This Tech Bubble is Worse Than the tech Bubble of 2000

Christoph Janz of Point Nine Capital lays out the revenue metrics needed to reach a $100 million ARR in seven years and outlines the path of a slow growth company in “How Fast Is Too Fast?

Jerrod Engelberg of FundersClub reveals updated ‘Unrealized Net Internal Rate of Return’ metrics from their 114 investments, totaling $26 million over 2.5 years in “FundersClub Partnership Returns Data: Jan 20, 2015 Update

Jake Saper of Emergence Capital makes the case for investment in software and cloud tools for energy and natural resources in “The Natural Resources Cloud: Opes Is the New Capex

Adam Besvinick of Deep Fork Capital sees a positive future for live mobile video apps and gives feedback on Meerkat’s functionality in “Initial Thoughts on Meerkat and Live Mobile Video

Andrei Brasoveanu of Accel Partners interviews Julija Kosareva of Vinted to understand how they use data analysts in product development, international strategies, and more in “Use Data, Rally Team, Go Global

Miles Grimshaw of Thrive Capital compares Etsy vs. Shopify’s year-over-year Gross Merchandise Volume growth metrics in “Etsy vs. Shopify Updated

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From the Operators

Chad Dickerson of Etsy announces a proposed IPO with the filing of a Form S-1 with the U.S. Securities and Exchange Commission in “Etsy IPO

Alex Devkar of Conspire explains the potential outcomes of being fully vested before an acquisition and ways the acquirer can impact your options in “If You Have Startup Stock Options, Check Your Option Plan

Tomer Tagrin of Yotpo describes his ‘E-Churn’ (employee churn) calculation as his metric to measure the success of Yotpo’s culture in “How Can You Measure Your Company Culture?

Armando Biondo of AdEspresso recommends founders ‘make sure the dollars retained after 90 days stick around’ and that investors look at long-term revenue metrics in “The Surprising Secret About SMEs’ Churn

Brian Lund of DailyFinance highlights the interaction and determination that led Ryan Graves to be Uber’s first employee, resulting in a net worth near $1.7 billion in “From Dead-End Job to Uber Billionaire: Meet Ryan Graves

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Mattermark Daily – Tuesday, March 3rd, 2015

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From the Investors

Angel Investor Paul Arnold for First Round Review offers his advice for how founders can work with their investors to make deals happen, build a team, and guide growth in “You Aren’t Getting the Most Out of Your Investors – This is How to Start

David Mount of Kleiner Perkins Caufield Byers identifies eight different markets with the potential for multi-billion dollar companies and ‘what it will take to win’ in “The Industrial Awakening: The Internet of Heavier Things

Angel Investor William Mougayar releases his research of the crypto-technology and Bitcoin market and reveals 63 categories and 425 companies in “The Crypto-Technology and Bitcoin Landscape

Sam Altman of Y Combinator points out technology prediction quotes from ‘industry experts’ that miss their mark  in “Technology Predictions

Jay Acunzo of NextView Ventures and Ellie Mirman of Toast discuss her career in marketing, how to do ‘focused marketing’, and more strategies in “Marketing Your Startup” A Billion-Dollar Company’s First Marketer Reflects Back

David Teten of ff Venture Capital compiles a list of strategies and resources startups can use to test and gather feedback on their business hypothesis in “Ten Experiments to Test Your Startup Hypothesis

Ali Rahimtula of Cue Ball Capital expands on seven ways startups can ‘properly incentivize’ an investment banker before approaching an acquisition in “How to Negotiate a Banker Fee Letter

Roger Lee of Battery Ventures gives four ways companies can apply big-data techniques to their hiring process to ‘stay ahead of competition’ in “Software Entrepreneurs’ Playbook: Big Data Meets HR

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From the Operators

Anonymous Post on Quora surfaces answers from notable founders and investors about their approaches to staying calm, reducing stress, and handling hard situations in “How do CEOs Stay Calm?

Jamie Edwards of Kayako shares – in detail – Kayako’s evolution of a company that lagged in capturing company values to one with scalable and lasting values in “Capturing and Scaling Startup Values

Mark McLeod of FreshBooks defines the impact of ‘people, product, and progress’ during different stages of a startup in “The Three Ps of Venture Funding

Sean Ammirati of Birchmere Labs encourages founders to ponder the vision for their startup in the next 3-5 years and the ‘’risks that imperil the fulfillment of that vision’ in “The Two Most Important Questions to Ask at the Start of Your Startup

Ben Thompson of Stratechery describes the differences between Buzzfeed and traditional print publications, why their business model ‘wins’, and their journalistic independence in “Why Buzzfeed is the Most Important News Organization in the World

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