Hacking slightly safer e-mail for my kids

August 16, 2014 / 0 comments

As the father of pre-teen kids, I have had to grapple with questions about how much online freedom to allow them.   Over the past few years, as we traveled the world and they made friends everywhere, our girls have increasingly found a need to communicate electronically.  By the time they turned seven, I decided it…

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India’s Internet – the second gold rush

August 3, 2014 / 0 comments

Last week, on one of the hottest afternoons in New York City this summer, I found myself cooling off in a swanky Midtown bar with an  investment banker.  Within minutes our conversation turned to reports of frenzied interest among large institutional investors in India’s growing online businesses.    I cracked a smile as I had just heard the same…

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What is a “recap” in the context of venture capital?

July 18, 2014 / 0 comments

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How do I get hired as a partner with a VC firm?

July 17, 2014 / 0 comments

Answer by Shyam Kamadolli: I usually do not respond to anonymous A2A requests – but I believe this is of more pervasive interest so it may be worth sparking a discussion here. (Ended up TL;DR)  There are usually three tracks to get to be a partner in a VC firm. One is based on impeccable…

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DCFs and early stage investing

May 20, 2014 / 0 comments

Answer by Shyam Kamadolli: I am paraphrasing my own answer to another question:  Early stage investing is rarely based on fundamentals and more on willing buyer/seller dynamics and the buyers view of long term growth opportunities and/or returns. Traditional valuation methods (comparable transactions, discounted cash flows, and LBO simulations) don't work for early stage companies…

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Zomato: focus on core

May 20, 2014 / 0 comments

Testing Answer by Shyam Kamadolli: I'm not privy to their strategy and hence cannot comment about specifics. But I am guessing the key stakeholders there have asked them to focus and do one thing really well across more markets.  Because:1) they could lose their way if diversifying across both services and geographies.  They are now…

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Finding the right VC

May 20, 2014 / 0 comments

Answer by Shyam Kamadolli: In my experience there are three kinds of startup businesses: those that are not viable businesses for any VC investor, those that are not viable investments for a particular set of investors, and those that are doing so well that VCs are beating down their doors to give them money. I…

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Everything is negotiable

May 20, 2014 / 0 comments

Answer by Shyam Kamadolli: Everything is up for negotiation – it depends on the leverage you have.  Every good VC knows it when he sees a good deal and will under the right circumstances be open to a conversation.   It is all about how desirable your deal is :-)   In any case, there may be…

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PME: VC/PE Fund Performance Metrics – Part II

February 11, 2014 / 0 comments

In my previous post we examined the need for a new way to measure VC fund performance relative to a public market index : PME return calculation. Comparing Apples to Apples Now that the LP has a means to compare a fund manager’s performance relative to a public index, he/she can also use the same…

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PME: Primer on VC/PE Fund Performance Metrics – Part I

February 10, 2014 / 0 comments

The rhetoric from institutional investors in VC/PE funds about the lack of performance from most of their investments has been growing over the past few years. Some amount of self-flagellation on the part of the so called Limited Partners (or “LPs” – institutions that invest in VC and PE funds) is well deserved.  A particularly…

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