Partnering at inception with forward looking company builders in leading technology hubs worldwide
San Francisco
Joined December 2012
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Tekton Ventures retweeted
.@fredwilson on market gyrations:
-started in Nov (called by @rabois)
-10x rev multiple is baseline for SaaS
-pandemic stimulus drove “pay any price” mentality
avc.com/2022/01/the-selloff-…
(In chats w/ other VCs, all eager to see how private market pricing is or isn’t affected.)
Tekton Ventures retweeted
For years Venture Capital operated on long-standing customs.
Certain funds did certain rounds at established prices.
Now, market forces are smashing these norms and a new etiquette is being set.
📸
Tekton Ventures retweeted
Today is a crucible moment in @sequoia’s journey. The traditional 10-year fund cycle of VC has become obsolete.
Enter: The Sequoia Fund. It removes all artificial time horizons on how long we can partner with companies. (1/3)
seq.vc/sequoia_fund
Tekton Ventures retweeted
New blog post: The SaaS Metrics That Matter
Here are the metrics that Craft analyzes for a SaaS investment. Plus we're open-sourcing our internal tool SaaSGrid to help you easily generate them.
sacks.substack.com/p/the-saa…
Tekton Ventures retweeted
@PartechPartners Portfolio news:
Bolt Sees Valuation Hit $6 Billion By Offering Way to Compete With Amazon 🚀🚀🚀
Congrats @ryantakesoff for the incredible ride and to my Partner @nicolaselbaze for being a pre-seed believer! bloomberg.com/news/articles/…
Tekton Ventures retweeted
ICYMI:
Five years later: Five ways to build a $100 million SaaS business
buff.ly/2I3g7eB
Very pleased to announce that #Fresha has raised a $100 Series C led by GA
@PartechPartners has been a proud investor in Fresha since leading their Series B and we continue to suport the company.
Great news for our portfolio and many more to come soon
techcrunch.com/2021/06/11/fr……
Tekton Ventures retweeted
Important article in @WSJ about Amazon & the lack of alternative supply chain choices. wsj.com/articles/amazon-got-… In China (see below), much more investments in logistics alternatives. USPS, UPS, and FedEx didn't keep up with Amazon. Now there is a rush to build alternatives. (1/2)
In China, Alibaba and others invested heavily to make sure there were competitive-programable logistic alternatives. The attached picture is borrowed from a @GoldmanSachs research report from a few years back. It will give you a sense of what is missing here.
Tekton Ventures retweeted
@firstround's investments in Roblox, Square and Uber were in the same fund, but their journeys looked very different. Roblox was more of a slow bake—and a reminder of the importance of patience in company building.
My partner @joshk made this slide, which captures it well:
Tekton Ventures retweeted
My partner @chrisfralic shares the story behind our investment in @Roblox. Key takeaways: 1) Not all companies take the same time to bake (Roblox was valued <$100M for almost nine years) and 2) When Chris (and his son) have conviction on an investment, say yes!
With their Direct Listing on @NYSE, today @Roblox becomes $RBLX
Grateful for 13+ years of knowing and partnering with @DavidBaszucki & the team. From how @firstround almost missed out before investing in 2009, to their "slow bake" growth journey, here's some of that story.
Tekton Ventures retweeted
If you care about fixing the problem of systematic racism and brutality wrt police you must understand the key enabler is the police union. Read all you can. And do all you can to block HR 1154. Read below.
This Post is from an account that no longer exists. Learn more
good overview European consumer tech, many of our companies on the list @tektonventures @PartechPartners ch tcrn.ch/2z2CRbU via @techcrunch
As discussed, three weeks ago, camping & AirBNB are rebounding faster than other travel. Makes total sense. Not dense, can get there by car. Safer. nitter.cf/bgurley/status/1259622…
Tekton Ventures retweeted
Pretty profound that overnight, schools left the campus, work left the office, fitness left the gym, church left the chapel, shopping left the store, healthcare left the doctor’s office, dining left the restaurant, movies left the theater, and groceries left the supermarket...
Tekton Ventures retweeted
1. This is an important study: German researchers looked at how long #Covid19 patients shed "viable virus" — ie how long they may be infectious. They could not isolate virus from the throat swabs/sputum samples of mild patients post day 8. statnews.com/2020/03/09/peop…
Tekton Ventures retweeted
A great post by @fredwilson: The Profit Motive - avc.com/2018/12/the-profit-m…
Tekton Ventures retweeted
New technologies, new models, new channels: New retail in #China will lead global #consumer market. ow.ly/VWw930mNdjD #insights #Asia
Tekton Ventures retweeted
Today we're making public The NFX Marketplaces Scorecard —our internal methodology for investing in marketplaces. So far we have 23 attributes we score marketplaces on and another 5 things we look for. See how your marketplace scores: bit.ly/2DoBnsO @peteflint @GigiLevy
