This post is divided into two sections, Lessons Learned and Overall Trends. The first section contextualizes the network analyses using three questions: (1) Why the Silicon Valley?; (2) Why Networking?; and (3) What are the Predominant Types of Maps? The second section provides details on the overall trends from the Midas List Network Analyses in two parts: (1) Midas List 2006 vs. 2007: (a) New to the 2007 List; (b) VC Firm Changes; and (c) Title Category Changes; (2) Midas List Network Content Analysis: (a) Top Midas List Connectors; (b) Top VC Connectors; Top People Connectors; (c) Top Future Stars + Watch List Private Companies; (d) Top Future Star Private Companies; and (e) Top Watch List Private Companies.
Continue reading Midas List Network Analysis Summary: Lessons Learned and Overall Trends…
The Forbes Midas List ranks the 100 best dealmakers in high-tech and life sciences. At GroupScope, we partnered with Venture Beat and LinkSV to showcase LinkSViewer network maps of the Midas List. Ninety-seven of the Midas 100 are represented detailing Silicon Valley investment structures. For example, Michael Moritz’ profile can be found on Venture Beat’s Midas List Page. From that profile you can click to Moritz’ full-screen, navigable, and manipulable network map. For a more global view, check out the LinkSViewer Midas List Gallery.
Our purpose is to offer relational capital insight on the top dealmakers and their companies. Each map was chosen to illustrate the Midas Touch using Silicon Valley networked relationships as the storylines. The value-add of Midas network maps affords the reader insight on how the top individuals and investors are related to one another via common portfolio companies. As an introduction, I provide some helpful tips below on how to best utilize LinkSViewer software to navigate and explore the Midas list network maps. In ensuing final section, I provide a network analysis schema by describing the methodology behind Midas List Connections, Connected People, Connected Investors, Future Company Stars (and their key company ties), Company Watch Lists, Key Paths, and Key Clusters. Continue reading Midas List Network Analysis Introduction – Purpose, Tips, and Schema…
This post examines the network relations of the Forbes Top 20 Midas List (see Intro post for tips & methodology). Map Galleries 1-10 and 11-20 contain thumbnail sketches of these networks in groups of ten with links to full-size, free-view, LinkSViewer images. Without further ado, presenting the first installment of the Midas List Network Analysis:
Midas List 1-20 Network Analysis
1. Michael Moritz (Sequoia Capital): Board ties
Midas List Connections: Ram Shriram (#4)
VC Connections: Kleiner Perkins, Goldman Sachs, Sherpalo Ventures
Future Stars: Plaxo (Google tie); Saba (PayPal tie); Digital Chocolate (Google & PayPal ties)
Watch List: Aricent; Sugar Publishing; Atom Entertainment
Midas List 21-40 Network Analysis
21. Felda Hardymon (Bessemer Venture Partners): Bessemer Public & Acquired Company people ties
Midas List Connection: David Cowan (#54)
People Connections: Catherine Lego, Rob Chandra, Mark Leslie, Stratton Sclavos
VC Connections (From Relational Map): Intel Capital, Intuit, Goldman Sach, Advent International, JAFCO
Midas List 41-60 Network Analysis
41. Scott Sandell (NEA): Board ties
People Connection: Andrew Aitken
VC Connections: Walden, Sutter Hill, Focus
Future Star: Data Domain (Kovair tie)
Watch List: SD Forum, Cassatt, Dream Factory, Tableau Systems, Teneros, Ensim, CenterBeam, Spreadtrum Comm., SolFocus, agami Systems, Telegent Systems, SugarCRM
Midas List 61-80 Network Analysis
61. Kenneth Lawler (Battery Ventures): Board Ties
Midas List Connections: Arjun Gupta (#37); Matt Howard (#59)
People Connections: Alex Mendez
VC Connections: InveStar, TL Ventures, Storm, TeleSoft, Hotung Capital, Norwest
Future Stars: Optichron (FlowWise Networks tie)
This post examines the network relations of the Forbes Top 61-80 Midas List. Map Galleries 81-90 and 91-100 contain thumbnail sketches of these networks in groups of ten with links to full-size, free-view, LinkSViewer images.
Midas List 81-100 Network Analysis
81. Michael Ross (SV Life Sciences): SV ties; SV/Concentric Map
Midas List Connection: Ryan Drant (#47)
People Connection: Allan Will
VC Connections: ProQuest, Hambrecht & Quist, Oxford Bio., NEA
Future Stars: Concentric Medical (Exelixis & Telik ties)
Watch List (Indirect): The Foundry, BENU, Caspian, Novacea (recently public)
Much speculation has been afforded to companies at their IPO. Here I propose a new method examining how a company’s relational capital network can be used to inform whether IPO companies will achieve success. The underlying premise here is to test the theory “success breeds success.” This can be explored by examining the network of common investments and board memberships of related public companies affiliated with the target IPO company. What public companies do the investors and board members have in common? And how have these companies fared at IPO? I take the case of two relatively successful recent IPOs, Riverbed Technologies and Google, illustrating my point. First, let me state how I arrived at the public relational maps:
(1) Search for the company in LinkSViewer 1.2; (2) Show the relational map; (3) Company filter out (i.e., deselect) private and acquired companies (registered users only); (4) Drop pendants
The result is the relational map for the target company’s public relational network. Questions to ask: How have related public companies fared at IPO? Are they successful? How much experience do the investors and people have in taking companies public? Let’s now preview the public relational maps for Riverbed and Google.
Riverbed has relations with two public companies: Polycom (Stan Meresman and Accel Partners link) and eHealthInsurance.com (Christopher Schaepe of Lightspeed Ventures). Polycom has achieved great success (700% increase in stock price over the past 10 years) over the long haul and the jury is still out on eHealthInsurance.com (4% decrease in stock price since its offering three month ago). The important part here is that the affiliation between Stan Meresman and Accel seems a winning formula. Check out the below for a comparison of each stock’s historical prices.
Riverbed Public Company Performance (Yahoo Finance)
Continue reading IPO Speculation using LinkSViewer: Does Success Breed Success?…
I came across some interesting findings while exploring the top individual investors in 2006: (1) the identification of key Internet startup companies; and (2) the emergence of a Silicon Valley angel investor Bourgeoisie. I began my LinkSViewer 1.2 search by finding the top investors with at least three companies that generated rounds of capital in 2006. Thus, I base top investors on the total number of funded company investments for 2006. My results returned the top 8 investors for 2006 (number of investments): Ron Conway (12); Josh Kopelman (6); Reid Hoffman (5); Jeff Clavier (4); Eric Di Benedetto (4); Michael Tanne (4); Mitch Kapoor (3); Kenwal Rekhi (3).
Continue reading Top Individual Investors of 2006: Company Centrality and the SV Bourgeoisie…
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