The Evolution of the Private Market - TiEConCanada

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Slides for my talk at TiEConCanada in Ottawa -- Oct 2013.

Text of The Evolution of the Private Market - TiEConCanada

  • @paulsingh # THE EVOLUTION OF THE PRIVATE MARKET THE RISE OF THE ANGELS (AND THE ENTREPRENEURS) PAUL SINGH @paulsingh
  • @paulsingh # 500 STARTUPS @paulsingh
  • @paulsingh #
  • @paulsingh # A (R)EVOLUTION IN THINKING
  • @paulsingh # EARLY STAGE STARTUPS HAVE CHANGED
  • @paulsingh # CLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRIVING STARTUP COSTS LOWER THAN EVER BUT SCALING STILL COSTS MONEY
  • @paulsingh # WEB GETS BIGGER. WORLD GETS SMALLER.
  • @paulsingh # TRACTION IS THE NEW INTELLECTUAL PROPERTY PLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE. NO LONGER GOOD ENOUGH TO DEPEND ON TECH DIFFERENTIATION.
  • @paulsingh # CAPITAL INCREASINGLY COMMODITIZED RISE OF THE ANGELS, YO!
  • @paulsingh # NEW REALITY: MONEY FOLLOWS FOUNDERS RISE OF THE ENTREPRENEURS, YO!
  • @paulsingh # SIGNALS ARE EVERYWHERE BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
  • @paulsingh # SIGNALS ARE EVERYWHERE BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
  • @paulsingh # TRANSPARENCY IS SIGNALS ARE EVERYWHERE BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
  • @paulsingh # WALL STREET BEAT US TO IT
  • @paulsingh #
  • @paulsingh # UBS PROPRIETARY SATELLITE PARKING LOT FILL RATE POINTS TO AN INTERESTING CADENCE INTRA-QUARTER AND POTENTIAL UPSIDE TO OUR VIEW.
  • @paulsingh #
  • @paulsingh # TWICE A WEEK A SMALL HELICOPTER CIRCLES OVER CUSHINGS TANK FARMS ON AN INDUSTRY SPYING MISSION
  • @paulsingh # WALL STREET ISNT ALONE THESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITRO FERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTO LENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.
  • @paulsingh # IT TURNS OUT, WE CAN DO IT, TOO SURPRISE!
  • @paulsingh # + GUT + TRUSTED MENTORS + MUCH, MUCH MORE DATA.
  • @paulsingh # WE CAN DO IT, TOO.
  • @paulsingh # WE CAN DO IT, TOO.
  • @paulsingh # WERE DOING IT, TOO.
  • @paulsingh #
  • @paulsingh # VENTURE CAPITAL IS OPEN TO ATTACK BY DISRUPTIVE NEW BUSINESS MODELS AND TECHNOLOGY. -- NAVAL RAVIKANT (@naval)
  • @paulsingh # dashboard.io
  • @paulsingh # dashboard.io
  • @paulsingh # EARLY STAGE VC IS CHANGING HAS CHANGED
  • @paulsingh # STATE OF THE ART IN EARLY STAGE INVESTING IS NOT VERY SOPHISTICATED
  • @paulsingh # UNBUNDLING OF ADVICE, CONTROL AND MONEY
  • @paulsingh # USED TO BE ABOUT CAPITAL, DEALFLOW AND JUDGEMENT TODAY, ITS ABOUT ACCESS.
  • @paulsingh #
  • @paulsingh # INCREASINGLY ABOUT DEAL SELECTION, NOT DEAL SOURCING. ITS 2013, YO.
  • @paulsingh # dashboard.io
  • @paulsingh # (500) CHECKLIST Product solves a problem for a specic target customer Capital-efcient businesses - operational @ Product Tactics > Strategy Notability > Credibility Get on AngelList Raise 12-18+ months of funding Learn the basics of VC economics Dont confuse due diligence with progress & probability... Shameless plug: dashboard.io
  • @paulsingh # THE EVOLUTION OF THE PRIVATE MARKET THE RISE OF THE ANGELS (AND THE ENTREPRENEURS) LEARN MORE: bit.ly/dashboard-weekly @paulsingh