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Ranking Startup Investors by Portfolio Momentum for Q2 2014

37 points by dmor 12y ago

ChuckMcM 12y ago
That is an interesting technique. I noted Steamboat Ventures is at -88 and yet with the GoPro launch I expect they probably are going to have a good aggregate internal ROR. Would be interesting to try different slices against this, like rate of return vs growth. Back in the dot com days a lot of companies grew really fast, burning money, and then went 'poof!'. So from a growth metric they looked great, but from an ROI investment they were poor.
- dmor 12y ago
  This is a really important insight as you read this study. We are starting to collect unrealized and realized IRR data from funds, and I hope we will be able to provide a more performance-based index ranking soon.
  - ChuckMcM 12y ago
    You realize you are going totally 'harsh the buzz' at the VC cocktail parties right? :-) VC A: "How's it going?" VC B: "We're crushing it, our portfolio is out of control successful." VC A: "Really? I was thinking you might be looking for a new line of business based on what I read ..." :-)
  - foobarqux 12y ago
    I thought VC performance wasn't publicly released.
    - ChuckMcM 12y ago
      Which, if you've read dmor's other stuff is exactly why she does what she does. Taking open sources and evaluating VC performance to understand who are 'crushing it' and who really isn't.
      - foobarqux 12y ago
        We were talking about IRR which is not "openly" available.
pbreit 12y ago
If this were able to achieve any impact would it discourage longer term horizons?
Eliezer 12y ago
How is this score calculated? Would it look anything remotely like a chart of growth in total valuation of the portfolio? Without knowing more about the metrics, this chart is meaningless. In particulary, if we have a dozen different growth scores, which are all being weighted equally, averaged across all the companies in a portfolio regardless of current size or current valuation of VC stakes, these scores are almost absolutely meaningless.
fscof 12y ago
Crashed mobile safari both times I tried to open it. Anyone else experiencing this problem?
- DanBC 12y ago
  Me too. Crashed my phone - I needed to power cycle. (iPhone 4; iOS; chrome; nothing weird)
- napoleoncomplex 12y ago
  Also hung the default (non-Chrome) Android browser.
- jgalt212 12y ago
  CTRL-F did not works under Chrome.
applecore 12y ago
It'd be nice to be able to drill down and see an investor's portfolio of companies.
samstave 12y ago
Does the fact the Fuel invested in MatterMark have any impact on Fuel's MatterMark score?

37 points by dmor 12y ago

That is an interesting technique. I noted Steamboat Ventures is at -88 and yet with the GoPro launch I expect they probably are going to have a good aggregate internal ROR. Would be interesting to try different slices against this, like rate of return vs growth. Back in the dot com days a lot of companies grew really fast, burning money, and then went 'poof!'. So from a growth metric they looked great, but from an ROI investment they were poor.

dmor 12y ago
This is a really important insight as you read this study. We are starting to collect unrealized and realized IRR data from funds, and I hope we will be able to provide a more performance-based index ranking soon.
- ChuckMcM 12y ago
  You realize you are going totally 'harsh the buzz' at the VC cocktail parties right? :-) VC A: "How's it going?" VC B: "We're crushing it, our portfolio is out of control successful." VC A: "Really? I was thinking you might be looking for a new line of business based on what I read ..." :-)
- foobarqux 12y ago
  I thought VC performance wasn't publicly released.
  - ChuckMcM 12y ago
    Which, if you've read dmor's other stuff is exactly why she does what she does. Taking open sources and evaluating VC performance to understand who are 'crushing it' and who really isn't.
    - foobarqux 12y ago
      We were talking about IRR which is not "openly" available.

pbreit 12y ago

If this were able to achieve any impact would it discourage longer term horizons?

Eliezer 12y ago

How is this score calculated? Would it look anything remotely like a chart of growth in total valuation of the portfolio? Without knowing more about the metrics, this chart is meaningless. In particulary, if we have a dozen different growth scores, which are all being weighted equally, averaged across all the companies in a portfolio regardless of current size or current valuation of VC stakes, these scores are almost absolutely meaningless.

fscof 12y ago

Crashed mobile safari both times I tried to open it. Anyone else experiencing this problem?

DanBC 12y ago
Me too. Crashed my phone - I needed to power cycle. (iPhone 4; iOS; chrome; nothing weird)
napoleoncomplex 12y ago
Also hung the default (non-Chrome) Android browser.
jgalt212 12y ago
CTRL-F did not works under Chrome.

applecore 12y ago

It'd be nice to be able to drill down and see an investor's portfolio of companies.

samstave 12y ago

Does the fact the Fuel invested in MatterMark have any impact on Fuel's MatterMark score?