Barry Kramer (@barryjk) profile picture

Barry Kramer

@barryjk

VC analysis and trends

Joined June 2009
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Here's our 4Q16 venture survey. Valuations weakening for 4th straight quarter. bit.ly/2gbvxzJ #vc #VentureCapital
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Analysis shows ratio of unicorn values to liquidation preference is declining. If continues, tougher terms ahead. bit.ly/2bkIg29
The Importance of the Valuation to Investment Ratio in Negotiating Unicorn Deals

The Importance of the Valuation to Investment Ratio in Negotiating Unicorn Deals

The ratio of a unicorn’s valuation to the total investment it has received (the “V/I ratio”) has been declining in recent quarters, and if…

medium.com
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Just released our 2Q16 venture survey. Valuation weakening continues for 3rd straight quarter. Www.fenwick.com/vcsurvey #venturecapital #vc
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Not all mutual fund write downs of venture investments are the same. medium.com/p/3b59b4b9e475 #venturecapital #vc
Not All Mutual Fund Write-Downs of Venture Investments are the Same

Not All Mutual Fund Write-Downs of Venture Investments are the Same

Writing down an investment below cost is very different than reducing a previously recorded gain.

medium.com
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Just released 1Q16 venture survey. Valuation metrics weakening but mostly above 12 year average. bit.ly/1TDeSN1 #venturecapital #vc
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Just released our 4Q15 VC survey. Solid quarter but weakening evident. bit.ly/20QH3MT #venturecapital #vc
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Today we released our new unicorn survey. fenwick.com/unicornsurvey2 #venturecapital #unicorns
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Our new survey on the effect of late stage financing terms on IPOs bit.ly/20tIFh4 #vc #venturecapital
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Here is our 3Q 2015 silicon valley venture capital survey. bit.ly/1HUoZhd
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If vc environment turns down, unicorn pref. stk. protections might be less valuable than expected due to pay to plays bit.ly/1KWBxTg
Preferred Stock Protections in Unicorn Investments Might Be Less Valuable Than Expected

Preferred Stock Protections in Unicorn Investments Might Be Less Valuable Than Expected

I’ve previously written about the importance of considering the terms of a unicorn financing, and not just the valuation, in evaluating the…

medium.com
States that want to encourage tech entrepreneurship should ban employee non compete agreements like California does bit.ly/1JKY9m7
It’s Time for States That Want to Encourage Tech Entrepreneurism to Ban Non-Competition Agreements

It’s Time for States That Want to Encourage Tech Entrepreneurism to Ban Non-Competition Agreements

The vast majority of states in the United States permit post-employment non-competition agreements. These are agreements in which employers…

medium.com
The Tax Law that is (Unintentionally) Hammering Silicon Valley Employees bit.ly/1J0sdcU #venturecapital #unicorns
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If unicorns win, who loses? Taking unicorn analysis another step. bit.ly/1JSZ2O7 #unicorns #venturecapital
If Unicorns Win, Who Loses?

If Unicorns Win, Who Loses?

The number of unicorns continues to increase, and people continue to debate whether their valuations are reasonable.

medium.com
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See our detailed analysis of unicorn deals fenwick.com/unicornsurvey #vc #venture
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Public biotech returns far exceed public tech returns in recent years. Blue is biotech, red is tech, S&P is green. yhoo.it/1ExLAYW
Venture valuations are high, but highest valuations could decline by 90% before investors lose money. bit.ly/1O7ZoRY
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