Trickle down valuations
vcwithme
by guyhturner
1y ago
The topic du-jour amongst venture investors, limited partners and entrepreneurs alike is whether valuation declines have fully trickled down the capital stack following the ’22 tech market reset. While it is widely publicized that deal counts and round sizes are significantly down from their ‘21/’22 peaks (especially at the later stage), valuation analysis is harder ..read more
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Recession is a feature, not a bug
vcwithme
by guyhturner
1y ago
The theme for tech in the 2020s is that macroeconomics matter a lot, seemingly much more so than in the prior decade. This makes sense given the mainstreaming of tech and its significant composition of overall GDP as compared to a few decades ago. In this new decade,  first pandemic fear, then pandemic elation and ..read more
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Take a deep breath
vcwithme
by guyhturner
2y ago
After four months of market volatility, with half of the steep decline just in the last month, the conventional business wisdom has rapidly switched from exhilaration to one of doom and gloom. This is especially true in the tech economy and in startup land. Here is the good news. When social sentiment is either extremely ..read more
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The vaccines are coming; now what?
vcwithme
by guyhturner
3y ago
The arrival of several highly efficacious vaccines – whose rapid advent is itself a modern technological marvel – allows us to finally ask with more temporal certainty, “what’s next?” and “what’s next for tech?” While at the same time we hunker down and take precautions for what may yet be the most painful and dangerous ..read more
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That new CARR smell
vcwithme
by guyhturner
3y ago
With politics and the pandemic hurtling towards a crescendo this week, I thought it would be a welcome distraction to talk about something equally as controversial… Contracted Annual Recurring Revenue (CARR). (The comparison is mostly a dark joke, so spare me any indignation.) We started seeing CARR enter the startup lingo about five years ago, but typically only ..read more
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Apocalypse Later
vcwithme
by guyhturner
3y ago
In March the consensus among venture investors – especially ones who had witnessed the .com boom, financial crisis, or both – was that dark times were ahead. Sequoia and others quickly warned their portfolios to significantly cut expenses in expectation that demand would disappear, in most cases regardless of industry or business model type. We ..read more
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Preparing your startup for COVID19
vcwithme
by guyhturner
4y ago
Below is a letter we shared with our portfolio companies with tactical ways to prepare for the worst and hope for the best with respect to COVID19. Other startups may find this useful too. *************************************** Dear HPVP Portfolio Leaders, With COVID19 an increasing reality both for public health and business, we know that each of ..read more
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Talent Talent
vcwithme
by guyhturner
4y ago
We announced recently that HPVP is hiring a Head of Talent to focus on hiring and people processes in our portfolio as well as to expand our talent network for portfolio hiring needs. We are excited about this step for HPVP in formalizing a function that has become an important part of how we help ..read more
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Everyone is busy
vcwithme
by guyhturner
4y ago
It’s a Thursday at noon, and I am done with my meetings for the day.  It’s a Thursday at noon, and I am not busy. It’s a Thursday at noon, and I am happy about not being busy today. So there. I’ve had a few really nice weekends in January that were quiet – not ..read more
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New Year Letter – 2019 was the Year of Accountability
vcwithme
by guyhturner
4y ago
December 2018 was my first time writing a New Year Letter. I meant to write one going into 2020 before the tick tock of the clock, but vacation got in the way. Now better late than never. My 2018 letter was spurred by a realization that holiday cards of yore – often with a folded ..read more
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