Quant VC

Hey,

Over the years, we've worked with and learned from some of the best VCs about how they use data to do their jobs better - everything from sourcing to portfolio management to competitive and industry intel and more.

And so with the approval of these VCs, we're going to be sharing some of the methods they use and that we've developed in conjunction with them.  

So 1 quick question - what format would you like for us to share the methods and case studies on Quant VC?

1. A whitepaper style report
2. A series of webinars covering individual topics
3. [Other - your suggestion here]

We may do both 1 and 2 but would love input so we can prioritize appropriately or deliver in a different format if that is preferable.  Let me know what you think or if any questions/other thoughts.

Thanks,
Anand
@asanwal

RESEARCH BRIEFS

Sorry healthcare - the biggest exits are all tech. Although healthcare made up 63% of Q1's record setting IPO tally, not a single healthcare IPO made the top 10 in terms of valuation.

4% unicorns. That old maxim that 1 in 10 VC investments is a homerun is pretty wrong. It's more like 1 in 25. We break down the VC funnel and give you the data on just how truly rare unicorns are.

Kleiner Perkins gets busy. Kleiner, which notched several big exits in Q1, was the second most active VC in the quarter. See all of Q1's most active VCs.

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We are super funny on Twitter.
Ok - not really. But we tweet out graphs.
Follow us here.

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Union Square Ventures shifts away from NY. Union Square Ventures is probably NYC's most recognized VC firm. So when Fred Wilson talked about their investment activity in NY, we paid attention. And while still an active NY investor, USV is now making fewer investments in the city it is synonymous with. See the data.

Silicon Valley early-stage review. With almost $700M of angel, seed, Series A tech funding in Q1, Silicon Valley saw deal sizes and interest in enterprise grow. Did your firm see all these deals?

PREMIUM RESEARCH

The following research briefs are only available to subscribers of CB Insights

Quarterly venture capital activity and exit report. A 114-page report detailing financing and exit trends across the U.S. venture capital ecosystem in Q1 2014.

The most well-funded Hadoop startups.  Funding growth to the Hadoop market has been driven by a small group of notable VC investors including Lightspeed Venture Partners and Accel Partners.

Flash storage exit valuation multiples.  Amid a wave of consolidation in the enterprise flash sector, corporate buyers seem keen to buy relatively young companies (in revenue terms) at a hefty multiple.

INSIGHTS ABOUT VENTURE CAPITAL

Interesting articles by venture capitalists or about investing and M&A.

You don't have to tweet to Twitter. Benchmark's Bill Gurley on why Twitter suffers from two key misconceptions that need to be resolved before it can reach its true potential.

Buying opportunity for cloud stocks? Bessemer Venture Partners asks, is this a rare opportunity to buy great cloud stocks “on a dip”, or is it the start of a major sell off?

On productivity.  A16Z's Benedict Evans and Steven Sinofsky in conversation on productivity software and the nature of work.

The evolution of marketplaces. Fabrice Grinda analyzes the emergence of  “end-to-end” or “e2e” marketplaces with a nifty year-by-year slideshow.

The best VCs harvest optionality. Microsoft's Tren Griffin on the challenges of dealing with risk, uncertainty and ignorance as a venture capitalist.

OUR LAST TWO NEWSLETTERS

In case you missed them:

Finding the next GrubHub - Q1 VC funding to food delivery hits five-year high

The Accidental Shark Tank Effect – Mark Cuban investment boosts wrong app