Rob Go

In search of things new and useful.

Rob Go: 

In search of things new and useful.

Filtered Posts

We do a fair bit of investing in companies pre-product and spend a lot of time speaking with entrepreneurs before they have found strong product/market fit. The tricky thing about the period before strong PMF is that it’s rare that things […]

Rob Go
September 7, 2016 · 5  min.

When I first started out as a VC nearly 9 years ago, most early stage company valuations were expressed as pre-money valuations. That is, the valuation of the company prior to the investment of new capital. Most term sheets talked about […]

Rob Go
August 29, 2016 · 4  min.

Raising money is often challenging, and a lot has been written about how to optimize the process to get the most attractive deal with the right investors. But relatively little has been written about actually selecting the “right” investor. When […]

Rob Go
August 9, 2016 · 3  min.

Sometimes, I hear people talk about early stage investing in terms of “placing bets”. It’s something that has rubbed me the wrong way for a while. In my first year as a VC, an old colleague of mine remarked that […]

Rob Go
July 11, 2016 · 2  min.

VC’s are notorious for slowing down their activity during the summer. Raising capital in August is a definite no-no, but overall pace and engagement sometimes starts to slide well before that. This year, I’m guessing that the summer slowdown will […]

Rob Go
July 7, 2016 · 2  min.

Contrary to what one might think, the biggest problem for VCs isn’t making an investment in a company that fails.  All VC’s invest in lots of companies that don’t work out.  It’s a known risk, and the main one everyone […]

Rob Go
June 1, 2016 · 6  min.

I’ve been thinking a little about non-recurring revenue businesses.  Particularly, businesses where transactions are large, but infrequent. I’m coming to the belief that these are under-appreciated categories of investment, especially since the gospel of recurring revenue, subscription commerce, and SaaS […]

Rob Go
May 26, 2016 · 3  min.

I’ve been thinking about our lifespan recently. That sounds grim, but it’s actually not. One thing that spurred this thinking is that my wife’s great aunt just turned 100. She is essentially my wife’s grandmother figure and they are very […]

Rob Go
May 24, 2016 · 3  min.

In honor of the NBA Playoffs, I thought I’d sprinkle a little basketball lingo into this post I’ve been thinking about for a while. I think the most dangerous place to be for an early stage, venture funded company to […]

Rob Go
May 23, 2016 · 3  min.

Earlier this week, we got the inevitable news that support for the Sunrise Calendar was coming to an end. This was very bittersweet for the team there, and for me since I was a very avid user and early investor […]

Rob Go
May 13, 2016 · 3  min.