The Equity Kicker

Creating a platform business is the dream of many entrepreneurs and their VCs – and it is easy to understand why.  Successful platforms have huge scale and customer lock in and, to an extent at least, if you own a platform you can sit back and watch the dollars roll in as other companies [...]

I’m fresh out of a pitch from a group of bankers we thinking of appointing at one of our portfolio companies and on my way home I was working through our selection criteria.  In this case at least I think it comes down to three things (other than fees):

The story – do the [...]

A couple of weeks ago I wrote about consumer health products, and in the comments David Waxman pointed me to a Fast Company post on the Future of Healthcare.  The following is a summary of how it works in the future for a mythical ‘Susan’:

Using networked devices and tapping into net works of [...]

Ben Horrowitz of new Valley based fund Andreessen-Horowitz has a good post up today promoting an open source legal project for seed stage investments.

His discussion of how the requirements of companies have changed over the last ten years is spot on and very illustrative for the debate about the evolution [...]