This is my Fantasy VC Portfolio

If you could screw up in 9 out of 10 startup investments, where would you invest?

As you know if you have read my last posts, I enjoy analyzing startups and industry trends. Below you can find a list of the ones I would invest in. I am an active and paying user in some of them. Regarding the others, purely guts intuition.

I intend to post again in a few months and see how they did in terms of growth and funding, just like Danielle Morrill (Mattermark) did here.

  • Bubble | SaaS, Sofware Development | No known funding | You can build anything with their software (without coding knowledge), it is mindblowing. Some folks took the time to…wait for it, copy Twitter! (check it out: notrealtwitter.com). As Intercom puts it in this post, not everyone needs to be a mechanic (programmer) to drive (to build a product).
  • Lodgify | SaaS, Vacation Rental | $2.27M | My analysis, here.
  • Tribe | Messaging, Mobile App | $3M | Just check this video. Should Snapchat be worried?
  • Coursera | Education | $146M | Simply put, this is a revolution. I can’t stop taking courses.
  • Hardbound | Media, Mobile App | No known funding | Stories designed for your mobile phone, 100% innovative, safe bet. Nathan Bashaw, Hardbound co-founder, was there in Product Hunt’s early days and the way he writes about this new project ensures its success.
  • Strikingly | SaaS, Web Design | $1.5M | It’s great if you want to build simple landing pages and MVPs.  I have used it for over three years now and have seen them grow.
  • Bebee | Social Network | $11M | The Spanish Linkedin.
  • tech.eu | Online Publication | €400K
  • shaRing | IoT | No known funding | I have just seen a prototype of their product, but the team and the fact that they are supported by Imagine Creativity Center are two good reasons.
  • motion.ai | SaaS, AI | $700K | Chatbot builder, easy to play with.

Funding Data as of November 4, 2016. Sources: Mattermark, CrunchBase, tech.eu and AngelList.

Would you invest in any of them? 🙂

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Would you invest in @Lodgify?

Previously posted on Linkedin.

I have recently been asked to name a startup I would invest in and explain my reasons therefore. Although many startups came to my head, explaining the why isn’t that easy. Do I have an investment strategy? Do I have a preference for any sector, geography or the stage of investment? Do I have a programmatic way (as Tomasz Tunguz puts it) to analyze a startup? I don’t but rather trusted my gut feeling when thinking about startup investing.

It is not difficult to find some help here and build your own process. To name a few, authors, Rob Johnson, Antonio Manzanera and Mahendra Ramsinghani  for instance, have gathered the most common factors applied by investors in their initial assessment. I will focus on market and competitive advantage. For obvious reasons I will not analyze the team in my assesment, although most VCs agree that this is the most important factor. And now let’s move to my reasons.

Continue reading “Would you invest in @Lodgify?”

Ad Tech’s Future, A Quick Look at @criteo

Previously posted on Linkedin.

Andrew Frank, Research VP & Distinguished Analyst at Gartner, defines the Ad Tech industry as all technology that supports digital advertising activities. Of course, this is a general approach for a vast and complex industry, so I decided to set boundaries to my analysis and focus on customer engagement and conversion online (search and internet display marketing). This is why I chose to have a look at Criteo, a French Company listed on the Nasdaq Stock Market, which has important clients in this segment of the Ad Tech industry, such as Expedia, Ford, Hotels.com, IKEA, ING, L’Oréal Paris, Orange, Qatar Airways, Rakuten, Samsung, Sephora and Zalando.

Criteo compites on Internet display advertising, when the Advertiser pays an online company for space on one or more of the online company’s pages to display a static or linked banner or logo. This market accounted for $56.5 billion globally in 2014, while the total internet advertising spend (including search marketing, i.e. Google) was $122.1 billion and is expected to grow at a CAGR of 15.5% through 2017.

Continue reading “Ad Tech’s Future, A Quick Look at @criteo”