ROBGO.ORG

February 28, 2011

I have to say, I’m puzzled by the JP Morgan Digital Media Growth Fund. I’ll admit, I don’t know anything aside from what I read in the news. But three things stand out. 1. They are playing in arguably the frothiest part of the market, where valuations are really very high. 2. I don’t see where JP Morgan has real information or relationship advantages vs firms that have done these kinds of deals for a living for a long time – insight, KPCB, Sequoia, etc. So I presume they’ll just pay more in later rounds. 3. I read that JP Morgan doesn’t have any significant skin in the game. Three things that, If true, bode pretty badly for this fund.

  • Author robchogo
  • | Filed under regular

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  • robgo
     - 8 hours ago
    @hunterwalk Ha! You can move on to more interesting things then :)
  • robgo
     - 8 hours ago
    New Post: The Big Threats to Seed VC's http://t.co/ScdPjkmbUx
  • robgo
     - 10 hours ago
    RT @bussgang: Nice analysis on HW crowdfunding from my partner, @witheiler (@witheiler) http://t.co/4NsqRvcIH9
  • Lee Hower
     - 10 hours ago
    RT @robgo: With summer winding down, I've been thinking about the biggest external threats to my business http://t.co/ScdPjkmbUx
  • robgo
     - 10 hours ago
    With summer winding down, I've been thinking about the biggest external threats to my business http://t.co/ScdPjkmbUx

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