dave mcclure >> 99 vc problems but a batch ain't one: why portfolio size matters for...
Post on 16-Aug-2015
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AGENDA9:00 Registration10:00 VC 101 Edu11:30 Lunch 12:45 Demos: Batch 13, part I14:00 Break14:30 Demos: Batch 13,
part II15:45 Break 16:15 Demos: Series A track 17:30 Networking reception
#500STRONG
• Team of 75 people, 15 countries, 20+ languages
• $190M under management with $130M deployed
• 1200 companies across all funds• >300 companies started outside the US • >300 companies with women co-founders• >150 companies with women CEOs• Companies have raised $3B+ in additional
capital
#500TEAM (75 people)
500 TEAM % #
Investment 28% 21
Operations 25% 19
Accelerator 21% 16
Distro/ Growth 17% 13
Mktg / Events 8% 6
TOTAL 100% 75
Gender
% #
Male 57% 43
Female 43% 57Geo % #
USA 65% 49
INTL 35% 26
#500DISTRO• Distro Team: in-house
growth team - 13 people
• Distro Program : London, Miami, Taipei, Dubai , KL, HK + MOAR.
• WMD.co: 1-day conference covering mktg & distribution
#500FUNDS
Fund IJul 2010
$29M
Fund IIApr 2012
$45M
Fund IIIOct 2013
$85M
MexicoMay 2013
$3M
MobileNov 2014
$10M
SE AsiaFeb 2014
$10M
Korea May 2015
$15M
ThailandJul 2015
$10M
FI Annex Jan 2013
$4M
#500CENTAURS
BarkboxIntercom Ipsy Life360 PeertransferPlangridRemindSendgrid SmuleSprig
Makerbot ($400M) Wildfire ($350M)Viki ($200M) Behance ($150M)Simple ($117M) Sunrise (100M)
StyleSeat TalkDesk The RealReal Tradesy Udemy Virool VivaRealVungleWePayWomply
EXITS
+ MOAR COMING
/ Optimal portfolio size
a) 20 – 30 (NO guarantee of ANY Unicorns)b) 50 – 100 (SOME Centaurs, MAYBE 1 Unicorn)c) 200 – 500 (MANY Centaurs, SEVERAL Unicorns)
#500VCs
2-Week Investor Course with 500 Startups and Stanford
(FIRST CLASS- MAY 2015 – DONE!)
• Education program for angels, micro VCs, corporates and family offices who want to learn the Silicon Valley playbook
• 35 Students, 50% female - India, Vietnam, Germany, Pakistan, Iceland, Brazil, Malaysia, South Korea, UAE, Russia, Taiwan, Jamaica
#500VCs
How to build investment thesis
Meet REAL startup founders and conduct selection
Connection with Silicon Valley investors and mentors
Legal docs: cap table and standard terms
How to generate deal flow Trends and relevant area of investments
#500SyFy
Bazillion Dollar Club
http://www.syfy.com/BazillionDollarClub@BazillionSyfy
Debuts Sep 22nd 2015 on
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