Ranking Startup Investors by Portfolio Momentum for Q2 2014 | Hacker News Reader

Ranking Startup Investors by Portfolio Momentum for Q2 2014

mattermark.com

37 pointsdmor14 comments

How is this score calculated? Would it look anything remotely like a chart of growth in total valuation of the portfolio? Without knowing more about the metrics, this chart is meaningless. In particulary, if we have a dozen different growth scores, which are all being weighted equally, averaged across all the companies in a portfolio regardless of current size or current valuation of VC stakes, these scores are almost absolutely meaningless.

That is an interesting technique. I noted Steamboat Ventures is at -88 and yet with the GoPro launch I expect they probably are going to have a good aggregate internal ROR. Would be interesting to try different slices against this, like rate of return vs growth. Back in the dot com days a lot of companies grew really fast, burning money, and then went 'poof!'. So from a growth metric they looked great, but from an ROI investment they were poor.

This is a really important insight as you read this study. We are starting to collect unrealized and realized IRR data from funds, and I hope we will be able to provide a more performance-based index ranking soon.

You realize you are going totally 'harsh the buzz' at the VC cocktail parties right? :-)

VC A: "How's it going?"

VC B: "We're crushing it, our portfolio is out of control successful."

VC A: "Really? I was thinking you might be looking for a new line of business based on what I read ..."

:-)

I thought VC performance wasn't publicly released.

Which, if you've read dmor's other stuff is exactly why she does what she does. Taking open sources and evaluating VC performance to understand who are 'crushing it' and who really isn't.

We were talking about IRR which is not "openly" available.

Does the fact the Fuel invested in MatterMark have any impact on Fuel's MatterMark score?

Crashed mobile safari both times I tried to open it. Anyone else experiencing this problem?

Me too. Crashed my phone - I needed to power cycle.

(iPhone 4; iOS; chrome; nothing weird)

Also hung the default (non-Chrome) Android browser.

CTRL-F did not works under Chrome.

It'd be nice to be able to drill down and see an investor's portfolio of companies.

If this were able to achieve any impact would it discourage longer term horizons?

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