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

About Me

Coordinates

Subscribe

Recent Posts

David Biesel




 GenuineVC

NextView Twitter Stream

51015
  • Rob Go
     - 13 hours ago
    @chrisfralic where do I send the check?
  • Rob Go
     - 13 hours ago
    @primarydotcom is pretty interesting. Everlane for kids
  • Lee Hower
     - 13 hours ago
    make stuff that connects to the internet anywhere via cellular w/ Konekt's dev kit https://t.co/BPdr8EtZcQ @konektlabs
  • David Beisel
     - 15 hours ago
    Get with the times. Via @Adweek "IAB Study: Mobile Marketers Are Gung-Ho About Programmatic, But Few Are Using It" http://t.co/X65nA3g0wY
  • Rob Go
     - 16 hours ago
    @aaronwhite I want one for floss :)

Search