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Startup Nursery Q3 2020 Insight
As we enter the last quarter of 2020, the US and the world have crossed grim milestones with COVID. With over eight million cases in the US and thirty-nine million worldwide, and over two hundred thousand deaths in the US and over one million worldwide, the human price of this pandemic is mind-boggling.
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Startup Nursery Q2 2020 Insight
As we look back to Q2, we want to take a moment to reflect on deep social divides that have come to the fore with the pandemic and have become a centerpiece of discussion since the death of Mr. Floyd.
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Startup Nursery Q1 2020 Insight
As Q1 2020 is behind us, we are writing this update from our homes. It is hard to believe the events that have transpired and the huge impact they have had in our day to day lives. With over 4 million people infected globally, and over 272,000 deaths, our thoughts, and prayers are with all impacted.
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Technology commercialization via venture development provides a superior risk-return profile in the age of hyper low-interest rates and overpriced assets
Since the mid-1970s, the U.S. and overall global interest rates have been on a constant decline.
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Listening to the Future. What Emotional AI is telling us about WeWork’s Doomed IPO.
With The We Company’s (aka WeWork) IPO fast approaching, we wanted to share someinsights on the upcoming offering.
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How sky-high interest rates are choking economic growth in Brazil
Despite ranking as the ninth-largest economy in the world, Brazil hasn’t been on par with other emerging economies when it comes to GDP growth rates.
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Why The 2019 Tech IPO Bonanza Is Different
With Uber ready to debut as the third largest tech IPO in the US, 2019 is shaping up as a breakout year for tech as funds unload into the public markets with a significant number of IPOs. The last time this kind of a bonanza occurred, Wall Street was partying like it was 1999, because it was.
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Back To Their Roots: Why VCs Need to Refocus on Commercializing Technologies
The venture capital industry had a blockbuster year in 2018. With close to $130 billion invested in the US, it broke the $100 billion threshold set at the height of the Dot-Com Bubble in 2000.
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2019 Market Outlook
Commenting on short-term market movements is usually a futile task. One should focus on longer-term macro trends.
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The VC Unicorn Obsession Is Creating An Early-Stage Funding Wasteland
In the past decade, we witnessed a complete transformation in the composition of the venture capital industry. A new asset class has emerged: unicorns.
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Key Top-Down Technology Macro Themes and Ikove's Bottom-Up Technology Selection Process
As part of our investment process at Ikove, we look closely at core, top-down technology macro themes that we believe will reshape society and the way we live. We match this macro view with bottom-up research to identify the best technologies that will fit within these evolving trends.
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Why The Traditional Venture Model Is Poised To Underperform And Venture Development Is The Antidote
As an investor, it is important to understand the underlying trends in your specific industry. Personally, I believe traditional venture investing is poised to underperform in the years to come.
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Understanding The Early Stage Investment Process
Every entrepreneur will face this question at some point in the cycle of their business: Does it make sense to pursue outside capital to accelerate the growth of my business or do I go at it alone? With few exceptions, especially in deep technology businesses, startups are able to generate enough early-stage revenue and cash flow to be self-sustaining and rely on a well-defined investment hierarchy and funding process.
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The Search for Alpha: What Drives Strong Performance In Illiquid Investments
All asset allocators suffer from a similar conundrum: Do I sacrifice liquidity to try to achieve greater returns? The fact remains that managers should match their assets and liabilities. The so-called liquidity mismatch was greatly exacerbated during Q3 and Q4 of 2008 and Q1 and Q2 of 2009, when managers were hit with billions in redemptions and caught unprepared, as their positions became illiquid.
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State Of Early Stage Funding And Technology Commercialization
Overall, numbers for the VC industry are healthy with total funding on track for a strong year. Deal $ volume is on track to surpass $100 billion, with a strong showing of funding in later stage and so called Unicorns funding with $1 billion plus valuations.
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2017 Year in Review
The last quarter of 2017 proved to be a strong and fruitful end to the year for Ikove. As shown below, Ikove and the portfolio companies achieved many milestones throughout the year capped with the majority of successes in Q4.
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