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The VC Firms Most Exposed To Web 2.0

4 points by astrec 18y ago

pg 18y ago
I can't believe they expect us to click through 21 pages. Can someone just copy and paste the list here?
- palish 18y ago
  I'm redownloading our entire SVN repository, so I have some time to kill. Here you go: The venture capital industry is getting hammered by the stock market collapse. IPOs are choked off, and the M&A market is sick, too. Worse, advertising dollars are shrinking just as a whole generation of Web 2.0 companies expecting to live on "advertising" need to start generating revenue. So VCs were idiots to dump all that money into flaky Web 2.0 companies, right? Actually, no--because, believe it or not, they didn't really put that much money into them. We've ranked the 20 VC firms most exposed to "Web 2.0" startups, according to data from the VC Experts Key Investment Trends database. (We defined "Web 2.0" as advertising-supported startups founded after Google's IPO). After scanning this list, you'll see that even the VC firms that plunked the most money down on the RockYous and Metacafes actually bet very little on the era. The bottom line: Web 2.0 won't be a disaster, because investors just didn't invest that much in it. Why didn't they? Because Web 2.0 companies just didn't require much capital. The top 20 Web 2.0 VC firms combined only invested about $726 million in the sector. Compare that to the recent $2 billion loss a single investment bank sustained in a single quarter (Goldman Sachs). Also compare it to some Web 1.0 companies like WebVan and Exodus, which incinerated billions all by themselves. Here are the 20 VCs most exposed to Web 2.0. ---------------------------------- #20: Highland Capital Partners LLC Total Amount: $21 million Deals: 5 Portfolio Companies: Going, Inc. (fka: HeyLetsGo, Inc.) Metacafe, Inc. ---------------------------------- #19: Polaris Venture Partners Total Amount: $23 million Deals: 7 Portfolio Companies: ChipIn, Inc. JibJab Media, Inc. Modelinia, Inc. Plinky, Inc. V Kernel Corporation ---------------------------------- #18: U.S. Venture Partners Total Amount: $23 million Deals: 10 Portfolio Companies: Insider Guides, Inc. myYearbook.com Piczo, Inc. Winster, Inc. ---------------------------------- #17: Oak Investment Partners Total Amount: $23 million Deals: 3 Portfolio Companies: Rearden Commerce (fka: Talaris Corporation) ---------------------------------- #16: Greylock Partners Total Amount: $23 million Deals: 9 Portfolio Companies: Red Bend Software, Inc. (fka: Emony, Ltd.) Social Gaming Network, Inc. WildTangent, Inc. Cape Clear Software, Inc. Apptio, Inc. Facebook, Inc. (aka: facebook.com) ---------------------------------- #15: Redpoint Ventures Total Amount: $24 million Deals: 10 Portfolio Companies: Buzznet, Inc. Sparkplay Media Gaia Interactive, Inc. Vuze, Inc. (fka: Azureus, Inc.) ---------------------------------- #14: Mission Ventures Total Amount: $24 million Deals: 9 Portfolio Companies: Slacker, Inc. vMix Media, Inc. #13: Union Square Ventures ---------------------------------- Total Amount: $25 million Deals: 10 Portfolio Companies: Zynga Game Network, Inc. Twitter, Inc. Meetup, Inc. (aka: Meetup.com) Tumblr, Inc. ---------------------------------- #12: Spark Capital Total Amount: $25 million Deals: 8 Portfolio Companies: Biosocia, Inc. Buzzwire, Inc. Tumblr, Inc. Next New Networks, Inc. Twitter, Inc. ---------------------------------- #11: New Enterprise Associates Total Amount: $25 million Deals: 5 Portfolio Companies: Clearspring Technologies, Inc. Play Hard Sports, Inc. TidalTV, Inc. Vuze, Inc. (fka: Azureus, Inc.) ---------------------------------- #10: Mohr Davidow Ventures Total Amount: $26 million Deals: 5 Portfolio Companies: Fliptrack, Inc. hi5 Networks, Inc. Mantara, Inc. ---------------------------------- #9: DAG Ventures Total Amount: $31 million Deals: 11 Portfolio Companies: ManiaTV Network, Inc. Gaia Interactive, Inc. Friendster, Inc. MEVIO, Inc. (fka: PodShow, Inc.) One True Media, Inc. Pelago, Inc. Metacafe, Inc. ---------------------------------- #8: Kleiner Perkins Caufield & Byers Total Amount: $35 million Deals: 10 Portfolio Companies: One True Media, Inc. Pelago, Inc. Friendster, Inc. MEVIO, Inc. (fka: PodShow, Inc.) ---------------------------------- #7: Draper Fisher Jurvetson Total Amount: $38 million Deals: 22 Portfolio Companies: abazab, Inc aniBoom.com Doppelganger, Inc. (fka: Evil Twin Studios, Inc.) EatLime, Inc. (fka: YouSwap) Eventful, Inc. (fka: EVDB, Inc.) Kyte.tv, Inc. (aka: decentral.tv Corporation) Nile Guide, Inc., The Panraven, Inc. Redux, Inc. Yardbarker, Inc. Brickfish.com Meetup, Inc. (aka: Meetup.com) ---------------------------------- #6: JKB Capital Total Amount: $44 million Deals: 7 Portfolio Companies: Novarra, Inc. (fka: InfoSpeed) vMix Media, Inc. ---------------------------------- #5: Accel Partners Total Amount: $56 million Deals: 10 Portfolio Companies: Raptr (fka: GXAl, Inc.) RayV Technologies SportsBLOGS, Inc. UBIK.com, Inc. Facebook, Inc. (aka: facebook.com) Cape Clear Software, Inc. Metacafe, Inc. ---------------------------------- #4: Benchmark Capital Total Amount: $57 million Deals: 18 Portfolio Companies: FriendFeed, Inc. New Relic, Inc. Polyvore, Inc. Next New Networks, Inc. ManiaTV Network, Inc. Gaia Interactive, Inc. (DBA: Gaia Online) Friendster, Inc. Metacafe, Inc. ---------------------------------- #3: Sequoia Capital Total Amount: $62 million Deals: 17 Portfolio Companies: Challenge Online Games, Inc. ImageShack Corporation Sugar Publishing, Inc. TokBox, Inc. Widgetbox, Inc. (aka: PostApp, Inc.) RockYou.com (fka: netPickle, Inc.) MEVIO, Inc. (fka: PodShow, Inc.) ---------------------------------- #2: Ignition Partners Total Amount: $65 million Deals: 7 Portfolio Companies: Blowtorch Entertainment Corporation Melodeo, Inc. Apptio, Inc. ---------------------------------- #1: DCM Total Amount: $76 million Deals: 11 Portfolio Companies: eCast, Inc. Outspark, Inc. (aka: Outspark.com) PlayFirst, Inc. Brickfish.com RockYou.com (fka: netPickle, Inc.)
  - pg 18y ago
    Interesting. The firms high up on the list are as a rule also the most admired in the Valley. Esp. Sequoia, Benchmark, and Accel. So to the extent this list is accurate, Web 2.0 actually seems to be a good bet. I'd be much more worried if the top firms were all investing in methane plants or Chinese shopping centers.
fallentimes 18y ago
Is this the same thing as "The 20 VC Firms with the most Money Invested in Internet Companies"?

4 points by astrec 18y ago

pg 18y ago

I can't believe they expect us to click through 21 pages. Can someone just copy and paste the list here?

palish 18y ago
I'm redownloading our entire SVN repository, so I have some time to kill. Here you go: The venture capital industry is getting hammered by the stock market collapse. IPOs are choked off, and the M&A market is sick, too. Worse, advertising dollars are shrinking just as a whole generation of Web 2.0 companies expecting to live on "advertising" need to start generating revenue. So VCs were idiots to dump all that money into flaky Web 2.0 companies, right? Actually, no--because, believe it or not, they didn't really put that much money into them. We've ranked the 20 VC firms most exposed to "Web 2.0" startups, according to data from the VC Experts Key Investment Trends database. (We defined "Web 2.0" as advertising-supported startups founded after Google's IPO). After scanning this list, you'll see that even the VC firms that plunked the most money down on the RockYous and Metacafes actually bet very little on the era. The bottom line: Web 2.0 won't be a disaster, because investors just didn't invest that much in it. Why didn't they? Because Web 2.0 companies just didn't require much capital. The top 20 Web 2.0 VC firms combined only invested about $726 million in the sector. Compare that to the recent $2 billion loss a single investment bank sustained in a single quarter (Goldman Sachs). Also compare it to some Web 1.0 companies like WebVan and Exodus, which incinerated billions all by themselves. Here are the 20 VCs most exposed to Web 2.0. ---------------------------------- #20: Highland Capital Partners LLC Total Amount: $21 million Deals: 5 Portfolio Companies: Going, Inc. (fka: HeyLetsGo, Inc.) Metacafe, Inc. ---------------------------------- #19: Polaris Venture Partners Total Amount: $23 million Deals: 7 Portfolio Companies: ChipIn, Inc. JibJab Media, Inc. Modelinia, Inc. Plinky, Inc. V Kernel Corporation ---------------------------------- #18: U.S. Venture Partners Total Amount: $23 million Deals: 10 Portfolio Companies: Insider Guides, Inc. myYearbook.com Piczo, Inc. Winster, Inc. ---------------------------------- #17: Oak Investment Partners Total Amount: $23 million Deals: 3 Portfolio Companies: Rearden Commerce (fka: Talaris Corporation) ---------------------------------- #16: Greylock Partners Total Amount: $23 million Deals: 9 Portfolio Companies: Red Bend Software, Inc. (fka: Emony, Ltd.) Social Gaming Network, Inc. WildTangent, Inc. Cape Clear Software, Inc. Apptio, Inc. Facebook, Inc. (aka: facebook.com) ---------------------------------- #15: Redpoint Ventures Total Amount: $24 million Deals: 10 Portfolio Companies: Buzznet, Inc. Sparkplay Media Gaia Interactive, Inc. Vuze, Inc. (fka: Azureus, Inc.) ---------------------------------- #14: Mission Ventures Total Amount: $24 million Deals: 9 Portfolio Companies: Slacker, Inc. vMix Media, Inc. #13: Union Square Ventures ---------------------------------- Total Amount: $25 million Deals: 10 Portfolio Companies: Zynga Game Network, Inc. Twitter, Inc. Meetup, Inc. (aka: Meetup.com) Tumblr, Inc. ---------------------------------- #12: Spark Capital Total Amount: $25 million Deals: 8 Portfolio Companies: Biosocia, Inc. Buzzwire, Inc. Tumblr, Inc. Next New Networks, Inc. Twitter, Inc. ---------------------------------- #11: New Enterprise Associates Total Amount: $25 million Deals: 5 Portfolio Companies: Clearspring Technologies, Inc. Play Hard Sports, Inc. TidalTV, Inc. Vuze, Inc. (fka: Azureus, Inc.) ---------------------------------- #10: Mohr Davidow Ventures Total Amount: $26 million Deals: 5 Portfolio Companies: Fliptrack, Inc. hi5 Networks, Inc. Mantara, Inc. ---------------------------------- #9: DAG Ventures Total Amount: $31 million Deals: 11 Portfolio Companies: ManiaTV Network, Inc. Gaia Interactive, Inc. Friendster, Inc. MEVIO, Inc. (fka: PodShow, Inc.) One True Media, Inc. Pelago, Inc. Metacafe, Inc. ---------------------------------- #8: Kleiner Perkins Caufield & Byers Total Amount: $35 million Deals: 10 Portfolio Companies: One True Media, Inc. Pelago, Inc. Friendster, Inc. MEVIO, Inc. (fka: PodShow, Inc.) ---------------------------------- #7: Draper Fisher Jurvetson Total Amount: $38 million Deals: 22 Portfolio Companies: abazab, Inc aniBoom.com Doppelganger, Inc. (fka: Evil Twin Studios, Inc.) EatLime, Inc. (fka: YouSwap) Eventful, Inc. (fka: EVDB, Inc.) Kyte.tv, Inc. (aka: decentral.tv Corporation) Nile Guide, Inc., The Panraven, Inc. Redux, Inc. Yardbarker, Inc. Brickfish.com Meetup, Inc. (aka: Meetup.com) ---------------------------------- #6: JKB Capital Total Amount: $44 million Deals: 7 Portfolio Companies: Novarra, Inc. (fka: InfoSpeed) vMix Media, Inc. ---------------------------------- #5: Accel Partners Total Amount: $56 million Deals: 10 Portfolio Companies: Raptr (fka: GXAl, Inc.) RayV Technologies SportsBLOGS, Inc. UBIK.com, Inc. Facebook, Inc. (aka: facebook.com) Cape Clear Software, Inc. Metacafe, Inc. ---------------------------------- #4: Benchmark Capital Total Amount: $57 million Deals: 18 Portfolio Companies: FriendFeed, Inc. New Relic, Inc. Polyvore, Inc. Next New Networks, Inc. ManiaTV Network, Inc. Gaia Interactive, Inc. (DBA: Gaia Online) Friendster, Inc. Metacafe, Inc. ---------------------------------- #3: Sequoia Capital Total Amount: $62 million Deals: 17 Portfolio Companies: Challenge Online Games, Inc. ImageShack Corporation Sugar Publishing, Inc. TokBox, Inc. Widgetbox, Inc. (aka: PostApp, Inc.) RockYou.com (fka: netPickle, Inc.) MEVIO, Inc. (fka: PodShow, Inc.) ---------------------------------- #2: Ignition Partners Total Amount: $65 million Deals: 7 Portfolio Companies: Blowtorch Entertainment Corporation Melodeo, Inc. Apptio, Inc. ---------------------------------- #1: DCM Total Amount: $76 million Deals: 11 Portfolio Companies: eCast, Inc. Outspark, Inc. (aka: Outspark.com) PlayFirst, Inc. Brickfish.com RockYou.com (fka: netPickle, Inc.)
- pg 18y ago
  Interesting. The firms high up on the list are as a rule also the most admired in the Valley. Esp. Sequoia, Benchmark, and Accel. So to the extent this list is accurate, Web 2.0 actually seems to be a good bet. I'd be much more worried if the top firms were all investing in methane plants or Chinese shopping centers.

fallentimes 18y ago

Is this the same thing as "The 20 VC Firms with the most Money Invested in Internet Companies"?