Embed from Getty Images Co-author: John Azubuike (@jnazubuike), KEC Ventures. Note: This article does not necessarily reflect the opinion of KEC Ventures, or of other members of the KEC Ventures team. Introduction In 2015, the United States freight trucking industry collected gross revenues of $726.4 billion. That accounted for approximately 82% of the total for […]
Investing in early stage startups.
Note: This blog post was originally published on August 26, 2016, at KEC Ventures. I am excited to announce that KEC Ventures has made an investment in Navisens $2.6 Million seed round. Navisens is based in San Francisco, CA. Navisens develops a software-only location platform that operates indoors and outdoors without relying on infrastructure located on […]
Do economic moats occur naturally or by accident? I had never contemplated this question till Andy Rachleff graciously emailed me back after I sent him my presentation on economic moats seeking his comments about two weeks ago. Why did I email Andy? That’s a great question. In early 2010, when it started becoming clear that we […]
This presentation distills the essence of the following blog posts into a presentation format. The target audience is early-stage startup founders, and investors. Economic Moats Blog Post Series Network Effects Switching Costs Intangibles Efficient Scale, and Cost Advantages Connecting The Dots #OpposingViewpoints: Do Economic Moats Happen By Accident?
The post in which I offered some suggestions about how a first-time founder might make the fundraising process more efficient and less frustrating raised some follow-up questions that were sent to me via email by a handful of founders who read the post over the weekend. We went back-and-forth over email, but I think it […]
Note: I published a post titled “Relationship Management for Your Startup” on January 13, 2014 at Tekedia.com. This post is inspired by that one, and portions of this post are exactly identical to the original. It appears the post at Tekedia is no longer online. This post updates that one, with lessons I have learned […]
I found these notes in one of my old notebooks . . . as I was reorganizing my desk a few days ago, after taking the CFA Level III exam for a 4th time early this month. I do not have any answers written down, but I assume I wrote them down as a starting […]
Note: I published “Liking” Facebook’s Business Model on December 26, 20011 at Tekedia. This article updates that discussion by incorporating developments since then. It also folds in discussion of the economic moats that Facebook has developed around its business. Large segments of this article are exactly identical to the post that was published by Tekedia […]
I started writing about economic moats in September 2014. Since then I have written about Network Effects, Switching Costs, Intangibles, and Efficient Scale and Cost Advantages. The purpose of those posts was to outline how I think about economic moats while I am studying a seed stage startup and trying to determine how things might unfold […]
At KEC Ventures, I have been largely focused on finding and meeting the founders that we can become most excited about and partner with. I will continue to maintain that focus over the course of 2016 and 2017. Here are some notes for the founders of the startups I am most eager to meet. About […]