My idle thoughts on tech startups

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Not Everyone Is “Killing” It: How & When to Admit It

Note: This post also published at NextView’s blog for seed stage companies The View From Seed. The startup ecosystem is often full of hyperbole, which is perfectly understandable when you think about it.  A population of founders, employees, investors, advisors, and others all aligned in trying to build large disruptive businesses is naturally prone to […]


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Punch & Pie: How Should Co-Founders Divide Equity?

I like to say that “there are only co-founders” — it’s extraordinarily rare for a successful business to have just a sole founder. But not all co-founders are equal in terms of title, ownership, responsibilities, and so forth.  As a result, one of the trickier things co-founders tackle is determining the equity split amongst the […]


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Where Do Venture Capital Dollars Actually Come From? This Visual Explains

Most folks reading this will know that many startups were built in part with the help of venture capital. Most attention goes to tech companies ranging from Google to Genentech, but some non-tech companies like FedEx and Starbucks also raised VC early in their lives. However, many folks probably don’t think about exactly where those VC […]


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PayPal Unshackled – Now Is the Time

eBay announced today plans to separate itself into two companies, one the core eBay marketplace business and the other is the PayPal payments business.  This is a move that’s been contemplated by folks both inside the company and outside for many years.  Recently prominent activist shareholders have also been “encouraging” eBay management to spin off […]


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GrabCAD’s Acquisition: From Talinn to London to Boston

GrabCAD today announced their acquisition by Stratasys (NASDAQ: SSYS).  All of us at NextView extend our congratulations to founder Hardi Meybaum and the rest of the GrabCAD team.  There’s a variety of coverage of it in the tech press (BetaBoston, TechCrunch), but I wanted to share the story of how we came to know the […]


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Boston Startup Talent: Leaky Bucket or Everlasting Spring?

One of our portfolio companies, Plastiq, announced yesterday that they raised a $10M Series B led by Khosla Ventures and are planning to move their headquarters from Boston to San Francisco.  We’re thrilled for the company to have a great investment partner joining the syndicate and one with deep payments expertise having backed companies like Square, […]


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The Great Winnowing of World Cup & The Startup Ecosystem

Those of you who know me are probably aware that I’m a rabid soccer (football) fan.  I’ve been a devoted fan of Arsenal for nearly two decades, former MLS season ticket holder (both San Jose Earthquakes when I lived in the SF Bay Area and New England Revolution here in Boston), attended World Cup 2002 […]


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Alibaba S-1: How Well Do They Monetize?

My first two posts on this mammoth S-1 covered a high-level sizing of Alibaba and a deeper dive into some of Alibaba Group’s governance which in some ways mirrors the Politburo structure.  Today I’m going to analyze monetization across Alibaba’s various businesses.  How exactly is each marketplace and complementary service monetized?  How does that stack up […]


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Introducing Growth Guides – Practical Help for the Seed Stage

We’re launching a series of platform initiatives here at NextView in 2014.  Today we’re pleased to announce the first in a series of Growth Guides. What’s a Growth Guide?  Well our focus here at NextView is helping exceptional seed stage companies get things off to the best possible start. Simply put these Growth Guides are […]


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Alibaba S-1: How Alibaba Is Governed Like China’s Politburo

One of the first things that caught my eye when I started reading the Alibaba Group S-1 was a section on page 7 of the filing regarding something called the “Alibaba Partnership”.  It quickly struck me that the Alibaba Group’s corporate governance in some ways mirrors China’s Politburo. Some context… like many startups, the founders of […]


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