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
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    My latest post on Market Size - http://t.co/f5uZIHJm7N
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    RT @hunterwalk: Always like when investors share their updates publicly... & this is a good one https://t.co/uF27NJS5dJ
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    RT @NextViewVC: New Traction #podcast ft @vacanti. Framework for deciding if/when/how to find a tech cofounder + user acq thru 50K https://…
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    +1 “@lum: Way to go @jeffseibert! 👊🏻 https://t.co/M00Xmm6fQA”
  • Rob Go
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    @robinsonelliott hey Elliott! Thanks for the kind words. Didn't realize you joined Georgian Partners. I know Stu at Signpost well :)

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