mattermark vc portfolio benchmarking - b2b companies [november 2013]

MATTERMARKSTARTUP INVESTOR PORTFOLIO BENCHMARKING

NOVEMBER 11, 2013 !!

B2B !

METHODOLOGY NOTES: THE MATTERMARK SCORE IS CALCULATED BASED ON THE LIFETIME AVERAGE WEEK-OVER-WEEK

GROWTH OF WEB TRAFFIC, MOBILE DOWNLOADS, INBOUND LINKS, TWITTER, FACEBOOK AND LINKEDIN FOLLOWERS.

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The Simplistic Score: Average Mattermark Score of All Active

B2B Portfolio Companies



Union Square VenturesFloodgate

Funders ClubIndex Ventures

Foundry GroupSV Angel

SoftTech VCAndreessen Horowitz

First Round CapitalAccel PartnersY Combinator

500 StartupsTrinity Ventures

GreylockRRE Ventures

Redpoint VenturesSequoia Capital

General CatalystBenchmark

0 40 80 120 160 200 240 280 320 360 400

AVERAGE MATTERMARK SCORE OF B2B PORTFOLIO



Investment Strategy #1 “Shots Against Goals”



500 StatupsY Combinator

SV AngelSequoia

Accel PartnersAndreessen Horowitz

GreylockGeneral Catalyst

First Round CapitalBenchmark

Redpoint VenturesIndex VenturesTrinity VenturesFoundry Group

SoftTech VCRRE Ventures

FloodgateUnion Square Ventures

FundersClub

Number of Companies in the Portfolio0 25 50 75 100 125 150 175 200 225

NUMBER OF NON-EXITED B2B STARTUPSAVAILABLE SHOTS AGAINST GOALS



Mitigating Risk: Balancing B2B Portfolio Downside



500 StatupsY Combinator

SV AngelAccel Partners

SequoiaAndreessen Horowitz

First Round CapitalGeneral Catalyst

GreylockIndex Ventures

BenchmarkRedpoint Ventures

Foundry GroupTrinity Ventures

FloodgateSoftTech VC

RRE VenturesFundersClub

Union Square Ventures

Number of Companies in Portfolio-90 -45 0 45 90 135 180

Below 0 - Not GrowingGrowing - Below AverageGrowing - Above Avearge


DISTRIBUTION OF B2B PORTFOLIO GROWTH


FundersClubFloodgate

First Round CapitalIndex VenturesAccel Partners

SV AngelY Combinator

Andreessen HorowitzFoundry Group

RRE VenturesUnion Square Ventures

SoftTech VCTrinity Ventures

General Catalyst500 Statups

SequoiaGreylock

Redpoint VenturesBenchmark

Number of Companies in the Portfolio0 0.2 0.4 0.6 0.8 1

MATTERMARK SCORE > 0% PORTFOLIO COMPANIES WITH GROWTH



Investment Strategy #2 “Pick Outperformers”



RRE Ventures

Benchmark

Union Square Ventures

Floodgate

Index Ventures

SoftTech VC

First Round Capital

SV Angel

Greylock

Andreessen Horowitz

500 Startups

Foundry Group

Y Combinator

Trinity Ventures

Accel Partners

Redpoint Ventures

Sequoia

General Catalyst

33 / 33 / 33

Funders Club

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Growing - Above Avearge Growing - Below Average Below 0

% OF B2B PORTFOLIO BEATING PORTFOLIO AVERAGE



3 FASTEST GROWING B2B COMPANIES BY PORTFOLIO

RRE Ventures Sailthru, Datadog, Logentries

Benchmark Zendesk, oDesk, New Relic

Union Square Ventures MongoDB, Firebase, YieldMo

Floodgate DoubleDutch, Adroll, Pantheon

Index Ventures Zendesk, Outbrain, Strikingly

SoftTech VC Hired, ClassDojo, RJMetrics

First Round Capital Pagevamp, URX, Axial

SV Angel RelateIQ, ClassDojo, Layer

Greylock URX, iZettle, ClearSlide

Andreessen Horowitz Slack, Spinnakr, TopTal

500 Startups Sverve, Runrun.it, Canva

Y Combinator Bitnami, StatusPage.io, URX

Trinity Ventures RJMetrics, New Relic, Deliv

Accel Partners Fiverr, RelateIQ, Slack

Redpoint Ventures Zendesk, Axial, Looker

Sequoia MongoDB, MobileIron, StrongView

General Catalyst LoyalBlocks, ClassDojo, HighFive

Funders Club Strikingly, Parsely, Meldium*we have removed Mattermark from top 3 list for SV Angel, Andreessen Horowitz, 500 Startups and Y Combinator



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mattermark vc portfolio benchmarking - b2b companies [november 2013]

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