Agile VC

My idle thoughts on tech startups

Agile VC: 

My idle thoughts on tech startups

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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 […]

Lee Hower
May 22, 2014 · 4  min.

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 […]

Lee Hower
May 15, 2014 · 1  min.

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 […]

Lee Hower
May 9, 2014 · 3  min.

As I’m sure you’ve heard, Alibaba officially filed to go public yesterday.  I believe this may be the most anticipated tech IPO of all time… some may argue Facebook was a bigger deal, but Alibaba’s offering has been “in process” […]

Lee Hower
May 7, 2014 · 4  min.

I watched the first episode of HBO’s Silicon Valley last night. Yes I know I’m several weeks behind at this point, but I wasn’t sure if I was going to get into this series (still not sure actually). FWIW I’m […]

Lee Hower
April 28, 2014 · 3  min.

Like most folks in the tech ecosystem, I’m still slightly slack-jawed this morning by the announcement late yesterday that Facebook is buying WhatsApp for approximately $19 billion in total consideration.  There are so many remarkable aspects of this event… from […]

Lee Hower
February 20, 2014 · 2  min.

It’s widely known we VCs focus on just a couple of key dimensions when making our investment decisions:  team, market, product / technology, and investment parameters or “deal”.  While all of these parameters are loosely connected and there are many […]

Lee Hower
February 12, 2014 · 3  min.

Most consumer web/mobile companies focus on user growth and usage early in the company’s lifecycle before shifting to monetization.  This is a logical thing to do… when we started LinkedIn, my mentor Reid Hoffman instilled a mantra of Growth –> […]

Lee Hower
February 5, 2014 · 2  min.

Change Collective announced their seed round today, in conjunction with their broader launch of the company.  I thought I’d share a little of what makes us enthusiastic to partner with Ben, Derek, and their team to help them as they […]

Lee Hower
January 22, 2014 · 2  min.

I was recently talking with another member of LinkedIn’s founding team.  It’s been awhile since we worked together on a daily basis so a lot was just general catch up, but one of the primary reasons for our chat was […]

Lee Hower
December 19, 2013 · 4  min.