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
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  • Rob Go
     - 55 minutes ago
    RT @davidbeisel: What a year it's been! Looking back at everything that's happened to our firm @NextViewVC in 2014: http://t.co/u0Pi1AY9pq
  • David Beisel
     - 1 hour ago
    What a year it's been! Looking back at everything that's happened to our firm @NextViewVC in 2014: http://t.co/u0Pi1AY9pq
  • Lee Hower
     - 2 hours ago
    @birsic unfortunately not. Happily startup ipo's aren't rare / newsworthy anymore like when I started doing these. Good ipo's for both tho
  • Rob Go
     - 1 day ago
    wish I could unsee @phineasb as a ballerina, but I can not
  • Rob Go
     - 1 day ago
    It's all about burn rate, slow spendin - well done @firstround http://t.co/eDiGSR9cUM

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