The Business of (Tech) Startups


The Presentation inside:

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@paulsingh #VSW2015 THE BUSINESS OF (TECH) STARTUPS THE (GROWING) INTERSECTION OF TECH, VENTURE CAPITAL AND CITIES.


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@paulsingh #VSW2015 500 STARTUPS


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@paulsingh #VSW2015 WHY? 1. Technology is the fundamental driver of growth in the industrialized world. 2. Private market investing is (one of) the few remaining ways for the average person to create significant wealth.


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@paulsingh #VSW2015 MY PRIMARY GOAL IS TO BUY WINS NOT NECESSARILY BUYING INTO THE HOTTEST DEALS.


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@paulsingh #VSW2015 OPPORTUNITIES HAVE NEVER BEEN GREATER


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@paulsingh #VSW2015


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@paulsingh #VSW2015 MOBILE IS EATING THE WORLD


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@paulsingh #VSW2015 INNOVATION WILL COME FROM VENTURE CAPITAL


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@paulsingh #VSW2015 THE BIG OPPORTUNITY IN EARLY STAGE TECH INVESTING: API TO VENTURE CAPITAL & FUNCTIONAL EXPERTISE (FOR FOUNDERS. FOR INVESTORS. FOR GOVERNMENT.)


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@paulsingh #VSW2015 A (R)EVOLUTION IN THINKING


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@paulsingh #VSW2015 EARLY STAGE STARTUPS HAVE CHANGED


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@paulsingh #VSW2015 CLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRIVING STARTUP COSTS LOWER THAN EVER BUT SCALING STILL COSTS MONEY


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#VSW2015 September 12, 2014 @paulsingh


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@paulsingh #VSW2015 BURN RATES ARE INCREASING AT LATER STAGES


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@paulsingh #VSW2015 WEB GETS BIGGER. WORLD GETS SMALLER.


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@paulsingh #VSW2015


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@paulsingh #VSW2015 TRACTION IS THE NEW INTELLECTUAL PROPERTY PLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE. NO LONGER “GOOD ENOUGH” TO DEPEND ON TECH DIFFERENTIATION.


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@paulsingh #VSW2015


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@paulsingh #VSW2015


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@paulsingh #VSW2015 CAPITAL INCREASINGLY COMMODITIZED RISE OF THE ANGELS, YO!


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@paulsingh #VSW2015 NEW REALITY: MONEY FOLLOWS FOUNDERS RISE OF THE ENTREPRENEURS, YO!


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@paulsingh #VSW2015 THE LANDSCAPE IS CHANGING


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@paulsingh #VSW2015 “TRADITIONAL” VC IS CHANGING


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@paulsingh #VSW2015 PROLIFERATION OF <$50M FUNDS


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@paulsingh #VSW2015 POST-SEED FINANCING PUSHES OUT LATER ROUNDS


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@paulsingh #VSW2015 SIGNALS ARE EVERYWHERE BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC


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@paulsingh #VSW2015 SIGNALS ARE EVERYWHERE BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC


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@paulsingh #VSW2015 TRANSPARENCY IS SIGNALS ARE EVERYWHERE BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC


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@paulsingh #VSW2015 WALL STREET BEAT US TO IT


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@paulsingh #VSW2015


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@paulsingh #VSW2015 “ UBS PROPRIETARY SATELLITE PARKING LOT FILL RATE ANALYSIS POINTS TO AN INTERESTING CADENCE INTRA-QUARTER AND POTENTIAL UPSIDE TO OUR VIEW.


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@paulsingh #VSW2015


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@paulsingh #VSW2015 “ TWICE A WEEK A SMALL HELICOPTER CIRCLES OVER CUSHING’S TANK FARMS ON AN OIL INDUSTRY SPYING MISSION.


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@paulsingh #VSW2015 WALL STREET ISN’T ALONE THESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITRO FERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTO LENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.


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@paulsingh #VSW2015 IT TURNS OUT, WE CAN DO IT, TOO SURPRISE!


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@paulsingh #VSW2015 + “GUT” + TRUSTED MENTORS + MUCH, MUCH MORE DATA.


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@paulsingh #VSW2015 WE CAN DO IT, TOO.


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@paulsingh #VSW2015 WE CAN DO IT, TOO.


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@paulsingh #VSW2015 WE’RE DOING IT, TOO.


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@paulsingh #VSW2015


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@paulsingh #VSW2015 “ VENTURE CAPITAL IS OPEN TO ATTACK BY DISRUPTIVE NEW BUSINESS MODELS AND TECHNOLOGY. -- NAVAL RAVIKANT (@naval)


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@paulsingh #VSW2015 EARLY STAGE VC IS CHANGING HAS CHANGED


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@paulsingh #VSW2015 STATE OF THE ART IN EARLY STAGE INVESTING IS NOT VERY SOPHISTICATED


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@paulsingh #VSW2015 UNBUNDLING OF ADVICE, CONTROL AND MONEY


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@paulsingh #VSW2015 USED TO BE ABOUT CAPITAL, DEALFLOW AND JUDGEMENT TODAY, IT’S ABOUT ACCESS.


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@paulsingh #VSW2015 THE BUSINESS OF INVESTING IS ABOUT CHOOSING THE LEAST-WORST OPPORTUNITY NOT TRYING TO PREDICT THE NEXT GOOGLE, FACEBOOK OR LINKEDIN.


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@paulsingh #VSW2015 ECONOMIC DEVELOPMENT HAS CHANGED


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@paulsingh #VSW2015 THE AGE OF THE INDUSTRIAL CITY IS OVER


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@paulsingh #VSW2015 NOW POSSIBLE TO BUILD BILLION DOLLAR COMPANIES IN T-SHIRTS FROM A COUCH


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@paulsingh #VSW2015 FROM ANYWHERE*


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@paulsingh “ #VSW2015 MORE THAN TRADITIONAL INDUSTRIES, THE KNOWLEDGE ECONOMY HAS AN INHERENT TENDENCY TOWARDS GEOGRAPHIC AGGLOMERATION. IN THIS CONTEXT, INITIAL ADVANTAGES MATTER, AND THE FUTURE DEPENDS HEAVILY ON THE PAST. THE SUCCESS OF A CITY FOSTERS MORE SUCCESS, AS COMMUNITIES THAT CAN ATTRACT SKILLED WORKERS AND GOOD JOBS TEND TO ATTRACT EVEN MORE. -- ENRICO MORETTI


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@paulsingh #VSW2015 NEAR PERFECT CORRELATION BETWEEN URBANIZATION AND PROSPERITY


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@paulsingh #VSW2015 NEAR PERFECT CORRELATION BETWEEN PRESENCE OF SMALL FIRMS AND THE LATER GROWTH OF A REGION*


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@paulsingh #VSW2015 TECH COMPANIES WILL NEVER CREATE THE MAJORITY OF JOBS


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@paulsingh #VSW2015 TECH COMPANIES HAVE A DISPROPORTIONATELY POSITIVE EFFECT ON THE ECONOMY


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@paulsingh #VSW2015 WHAT HAPPENS IN THE TECH SECTOR DETERMINES THE SALARY OF MOST PEOPLE, WHETHER THEY WORK IN TECH OR NOT


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@paulsingh “ #VSW2015 ALTHOUGH JOBS IN LOCAL SERVICES CONSTITUTE THE VAST MAJORITY OF JOBS, THEY ARE THE EFFECT, NOT THE CAUSE, OF ECONOMIC GROWTH. -- ENRICO MORETTI


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@paulsingh #VSW2015 PROXIMITY IS VALUABLE


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@paulsingh #VSW2015 MODERN ECONOMIC DEV PEOPLE > STRUCTURES


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@paulsingh #VSW2015 INVESTORS: INVEST OUTSIDE YOUR REGION, BRING THE BEST FOUNDERS TO YOUR CITY


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@paulsingh #VSW2015 HUGE OPPORTUNITY AT THE POST-SEED, PRE-A LEVEL


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@paulsingh #VSW2015


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@paulsingh #VSW2015


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@paulsingh #VSW2015


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@paulsingh #VSW2015 “ BY ITS NATURE, THE INTERNET UNDERMINES ANYONE WHOSE STATUS DEPENDS ON PRIVILEGED ACCESS TO INFORMATION. -- MICHAEL LEWIS


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@paulsingh #VSW2015 THE PRIVATE MARKET IS BECOMING MORE ACCESSIBLE.


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@paulsingh #VSW2015 THE PRIVATE MARKET IS BECOMING MORE TRANSPARENT.


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@paulsingh #VSW2015 Demo Day Videos ⟹ livestream.com/500startups Sample Pitch Decks ⟹ slideshare.net/500startups Venture Capital 101 ⟹ venturehacks.com/archives Investor Thoughts: Brad Feld ⟹ feld.com Fred Wilson ⟹ avc.com Chris Dixon ⟹ cdixon.org Mark Suster ⟹ bothsidesofthetable.com angel.co/valuations and angel.co/salaries


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@paulsingh #VSW2015 THE PRIVATE MARKET IS BECOMING MORE EFFICIENT.


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@paulsingh #VSW2015 YOUR KEY TAKEAWAYS Focus on Traction. Learn to Communicate and Inspire.


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@paulsingh ALSO... #VSW2015 Distribution > Product Tactics > Strategy Notability > Credibility Get on AngelList Raise 12-18+ months of funding Learn the basics of VC economics Don’t confuse due diligence with progress & probability... Shameless plug: resultsjunkies.com


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@paulsingh #VSW2015 TECHNOLOGY IS THE FUNDAMENTAL DRIVER OF GROWTH IN THE INDUSTRIALIZED WORLD


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@paulsingh #VSW2015 THE BUSINESS OF (TECH) STARTUPS THE (GROWING) INTERSECTION OF TECH, VENTURE CAPITAL AND CITIES. LEARN MORE: resultsjunkies.com


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