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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  • robgo
     - 8 hours ago
    RT @hunterwalk: The Belief Funnel: Your Term Sheet Waits at the Bottom http://t.co/8eFJEyZjv7 [new blog post]
  • robgo
     - 1 day ago
    @bbalfour would love to see a post on how to organize growth, Marketing, and product teams. Maybe via sample org structure and KPIs for each
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     - 1 day ago
    RT @bbalfour: @kydoh which ones did you start?
  • robgo
     - 3 days ago
    @aaronwhite @nickducoff yes, just post. My best performing posts (bar one) were all written in 20 minutes or less with no editing

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