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How Much Equity For Your Venture Capital Funding and Employees?

As discussed in my recent post about a TiE event on Chicago start ups, there are many factors to consider when taking in funding and employees. Don Dodge discussed in great detail Paul Graham’s The Equity Equation post.

So I’d like to ask the blogosphere, “How does one judge this inflection point of being better off with this asset, person or money infusion?”I’d say this is an especially tough question when the many startups aren’t focusing on the priorities in the correct order. When I advise a start up or look to join an Internet, Web 2.0, search engine or mobile start ups, I look for the following things:

1) A workable revenue plan either now or that can be communicated in a believable timeline and/or a data model that collects opt-in data that would allow monetization once scaled.

2) An understanding that bringing in a person with strong knowledge of data models and marketing methods early in the process is critical to success and to reducing the revisions to applications later. A CTO without a logical end goal is all too often a wasted resource that could and should wait until there is a clear execution vision.

3) People that have a passion for creating, implementing and executing on an idea first and foremost.

4) A willingness to march into a new direction without limiting beliefs. This is where breakthroughs originate.

Again, in the end it’s all about judgment and knowing the current teams strengths and weaknesses! I wish you well in your start up ventures.

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TiE Chicago Chapter Start Up Stories

Moderator: Jai Shekhawat, CEO of Fieldglass

Alan Warms, former CEO of Participate and now Publisher of Real Politics (Buzztracker)

Matt Moog, CEO of Viewpoints

James Malackowski, CEO of Ocean Tomo

First up is Alan, founder of Buzztracker. Was part of Freeloader, eShare, Participate Systems, Realclearpolitics.com and now Buzztracker. The opportunity is to build the custom content feeds that can be delivered and used by the entire ecosystem of the Internet domain owners and management companies. I kept waiting for an explanation of how his site(s) added value to the Internet ecosystem from the user’s perspective – I’m still waiting for him to distinguish it significantly from a MFA Splog network.

Matt Moog, CEO and Founder of Viewpoints. Used to work at Q Interactive and Microsoft. We raised $50 Million and then $25 Million in the market and blew through that in 6 months. Recovered to be cashflow positive (2003) and net income (2004). Viewpoints has raised $4.7 Million in series A, currently 7 employees. The business is about reviews in different verticals.

James says that 79.2% of the economy is driven by intangible assets in 2005 and up from 16.2% in 1975. We created Ocean Tomo after we sold our first business. We are the Sotheby’s of intellectual property. People recognize it. Ocean Tomo 300 is now published. Innovation actually outperforms commodities. Ocean Tomo has not taken outside capital at this time.

Throughout the evening one could not help but be impressed by the uniqueness of James Malackowski’s ideas and execution and Matt Moog’s perseverance, transparency and desire to build anew.

What is the best way to become an entrepreneur?

Alan: Live for some period of time without a W-2. Test out a new hypothesis. Go to conferences seeing what people are doing. Start building some things, hire a developer, and try to get a customer or two. How do you decide whether the idea is big enough? Is the market ready for it?

Matt: I was working at Microsoft and was 25 years old. On the side, I took some money and built an application. It was on CD, pre-Internet. Speed up ten years, I wrote the initial plan in 2005 for Viewpoints. Then I left to found it 2006.

James: Unique combination of greed and panic!

Is it about the money?

James: Yes. It’s about sacrificing family and other things.

Alan: You care about the money.

Matt: You have an informal formula. I have not paid myself anything for the past year. I’d be currently willing to do this for up to 3 years.

James: People don’t hedge their bet. There is market space and risk. You can recover your investment.

Matt: With Coolsavings we raised angel money, then got on the hyper growth track of raising more money. A well known investment banker was telling us to raise more money. Then I had $15 Million in debt and $100,000 in cash. I needed to raise some money to hire a staff to do the stuff I couldn’t do. The later you spend the money, the smarter you’ll spend it.

How do you raise too much money?

Matt: I didn’t set out to raise as much as I did at Viewpoints. It’s possible to lose control. Each dollar raised the higher the investor expectation. This is kind of a funny dynamic.

Alan: You’re at point A and you want to get to point F. We try to raise $3 Million and got $13 Million. You get scar tissue.

James, you did it the smart way?

James: Over three years, I was burning up that non-compete, I went to institutional side looking for loans, Harris Bank told us no. Then we asked if they’d lend us $15,000 for a car and there were five of us so we raised $75,000. It’s all about the capital structure and how you communicate a request.

Matt: Always be transparent in everything you do.

Ron May brought up that Moog’s dad had invented the Moog synthesizer. (Matt seems to have a strong desire to stand on his own accomplishments). There was then a question on hiring.

James: The smartest person we hire at Ocean Tomo is the person we hire today.

How do you keep the group in tact?

James: We try to take people outside our industry. That is a huge attraction. You will be richer for the experience even if it doesn’t work. They not only have to believe in the vision, they have to believe in you.

Matt: Lon offered an office out of the blue. Most of the people come from Orbitz. People have to be jazzed about working at our company. I like the people who like to ask questions.

Matt: Lon Chow gave me a book. It’s a “The Four Obsessions of an Extraordinary Executives”. Are people aligned and communicating? In terms of the revenue model figure out how much do ads sell for, what do they look like? On the west coast, build an audience then figure it rules the day. Businesses never grow at the rate that they say they do. Sometimes you’ll grow three times as fast other times not as fast.

Great conversation and event by TiE!!!

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The Chicago Business School Speech to Air on Cspan2

Cspan2 will air “The Chicago School” at 11AM Chicago time on this Saturday, the description is as follows:

Johan Van Overtveldt talked about his book, The Chicago School: How the University of Chicago Assembled the Thinkers Who Revolutionized Economics and Business. He described the history of the school and the ways the University of Chicago’s economists have shaped their field. The central figure in the school’s libertarian-leaning economics program was Nobel Prize-winner Milton Friedman. After his presentation the author responded to audience members’ questions.

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Google News Hypocrisy: Walled Off Content

Techcrunch has a post that outlines a well thought out viewpoint on an issue regarding Google News.

Michael, as I posted the other day in my interview with Barry Schwartz on splogs, Google can wall it all it wants, the top portions are available via RSS. They should turn off the RSS feed too if they truly want to prevent all crawling. 🙂

I personally don’t enjoy some of the effects of comment fragmentation, but I don’t know if it will ever go away.

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Barry Schwartz Gives His Thoughts on Splogs with Adsense

During the August 2, 2007 edition of the DailySearchCast, Barry Schwartz and Danny Sullivan discussed Aaron Wall’s post, Catching a Thief Red Handed. Aaron discusses the problem of copied content (splogs) and then goes on to discuss his view in a great post on Google’s lack of respect for copyright. Danny says Aaron’s post starting winning him over. They are working to solve the Youtube problem, but when do they fix this for the web content issue? It’s the one that truly monetizes today. One wonders if this potential lack of trust could become a Google tipping point?

I noticed that Barry seemed passionate and/or somewhat frustrated so I offered to discuss it further via an interview, the results of which you see below.

Thanks for spending time with me today Barry, it seems that this issue of copied / script replicated generated content wrapped in Google Adsense gets you a bit worked up…

Barry: I guess I did. It is frustrating for any person who writes content to find other’s monetizing their content without permission or even credit. It doesn’t bother me like it once did, because the issue is a lot more widespread and automated than it once was. But during that conversation with Danny, I got a bit worked up on the topic.

If I understand correctly, each time you’ve interacted with Google about this, they always ask you to fill out DCMA request manually yourself?

Barry: Yes, that is correct. No matter how obvious it was, they requested I submit a DMCA request.

But you think that they could be more proactive on this issue with all of the data that they have available?

Barry: Yes, I do. Matt Cutts did comment that there is an easy way to report it. But it doesn’t seem to work. And if I tell my Google AdSense representative of an issue, the response should not be, “go file a DMCA request.”

Why not just forward your email to the Blogger Product Manager if the issue involves a Blogger blog?

Barry: Because I honestly do not have a Blogger product manager on hand!

Feedburner actually identifies what they term “uncommon uses” in their reporting but there is not yet a way to use this helpful information to unsubscribe this feed for this use or to automatically fill out DCMA with one click. Would this be a logical step? What else do you think Google should be doing to resolve this issue?

Barry: I would be very happy if AdSense had a form that you can easily get to, to report this stuff. It is actually pretty well hidden presently. A user must know that they can click on “Ads by Google” which then asks for ad relevancy feedback. At the bottom of that form it gives you a way to report “violations,” but it is not at the top of the page. Make it easier, clearer and quicker. I suggest adding this form to the Google AdSense console and make it clearer for non-AdSense publishers to report issues.

Looking at it from the searchers side, it is clear that splogs and other copied content is certainly not a good user experience…

Barry: Yes, that is clear.

What is your vision of the future solutions of these topics?

Barry: Remove splogs! I know it is hard. Make it easier to report these people and terminate their AdSense accounts and reduce the incentive to make a splog.

Maybe Google will take some action on these issues. Conversation to be continued…do you have strong thoughts on copied content? Please join the conversation!