Bonfire Ventures is a leading, early-stage venture capital firm that invests exclusively in B2B software companies at seed stage. We invests deeply in our portfolio companies' success, and strive to be a founder's most responsive, trusted, and helpful advisors throughout their journey. Some of our investments include Disqo, ChowNow, Boulevard, Figment, Spekit and Invoca.

Sideqik

Brainbase

Trustpage

Olivex

Openpath

Bonfire Ventures 🔥

“Portfolio construction is crucial - winning the best deals will not be meaningful if capital is not deployed thoughtfully. 55% of all funds formed don’t return 1x.”

Mark Mullen, co-founder of Bonfire Ventures 🔥, has distilled 30+ years of investment wisdom into a 🔑 resource for emerging and established GPs: "The Art & Science of Portfolio Construction,” created exclusively for Kauffman Fellows. 

The presentation explores fundamental portfolio construction principles and demonstrates a model through a hypothetical $100M seed fund, and two illustrative exit models: one according to portfolio construction and the other deviating – highlighting the impact valuations (ownership) + recycling have on potential returns. 👀

🔍 Key takeaways: 

- Start with a clear thesis, inform your portfolio model accordingly and optimize
If you target certain ownership you have to lead - Do you have skills and $ to lead?

- Portfolio construction is both an art and a science - have a deﬁned strategy, but be open to making exceptions (and accept the role luck plays).

- The VC market has evolved - considerable crowding and competition remains from ‘20/‘21, differentiation / unique competitive advantage is important now more than ever.

- Portfolio construction involves many considerations and requires a holistic approach - but the most important (and often underemphasized) component is valuation.

- There is no deﬁnitive playbook, and models will adapt and evolve over time through market and technology cycles.

Defining your portfolio construction strategy is mission critical for success in venture capital. In fact, at the end of the day, it’s really a GP’s entire job – but understanding the nuances can be highly complex.

📈 Access the full presentation here for a breakdown and the illustrative models: https://lnkd.in/gCKUA5Dp 

Huge thank you to Mark Mullen for sharing his knowledge and allowing us to extend this resource to the #OpenLP community. 

#VC #VentureCapital #portfolioconstruction

I'm speaking at SuperVenture US West on April 8-9, 2024 at the Hilton Los Angeles Universal City, Los Angeles!

Register now and use the code FKR3555EMSPK to save 10%: https://lnkd.in/eAGe4nmk

#SVUSWest SuperReturn

DNSSEC

IPv6

Cloudflare Hosting

U.S. Server Location

Facebook Sharer

Visa

Next.js

Cloudflare Blocked

Greenhouse

Lever

Co-Founder

Mark Mullen

VP, Operations

Loren Shepard

Managing Director

Brett Queener

Head of Marketing and Platform

Deb Goldstein

Business Management

Jennifer Richard

Project Manager

Zachary MacLeod

Banking and Wealth Management

Claire Roe

Dominique Yadegar

Co-Founder and Managing Director

Jim Andelman

Mia Blum

Co-Founder & Managing Director

VP Operations

Vice President

Debra Goldstein

Head of Marketing & Platform

Principal

Brian MacInnes

Partner & Managing Director

Scopely is an entertainment and video game company that creates, publishes, and live-operates immersive games.

Tradesy is the peer-to-peer luxury fashion resale platform in the US.

Edify’s mission is to activate the collective power of business users & developers to create experiences employees and customers love.

TaxJar is the leading technology solution for busy eCommerce sellers to manage sales tax. We're 100% remote.

Sideqik is the business intelligence platform for influencer marketing.

Avigilon Alta offers a cloud-native video and access control security suite under Avigilon.

The Trade Desk is an online demand-side platform that provides buying tools for digital media buyers.

NestEgg is a real estate company that helps independent real estate investors create wealth by streamlining the property management process.

Emailage is a developer of fraud prevention and identity verification technology used to make transactions easier and secure.

Comparably, a platform that provides culture & compensation data for public and private companies.

Venture Stage Investors with Investments in New England

Venture Stage Investors with Investments in Greater New York Area

Investors Active in Midwestern US

Seed Stage Investors with Investments in Northeastern US

Bonfire Ventures leads Seed rounds for business software solutions company founders transforming the industries they target.

Bonfire Ventures Select II

Bonfire Ventures III

Bonfire Ventures II

Bonfire Ventures Select I

Bonfire Ventures I

Santa Monica

California

United States

North America

Bonfire Ventures

Mithrl Raises $4M in Seed Funding

Mithrl raises $4 million to accelerate scientific breakthroughs, development and discovery

Canada

Philippines

Asia

India

Bangladesh

HTML5

Lightbox

jQuery

Adobe Fonts

DigiCert

Google Maps API

Google Analytics

Keen.io

Google Fonts

Pavilion is a company focused on community-powered learning in the business sector.

Pavilion

Act-On Software is a marketing automation platform that provides marketing tools for businesses.

Act-On Software

roundCorner is a company that offers fundraising and donor management solutions for non-profit organizations.

roundCorner

Bonfire Ventures is a venture capital firm that focuses on providing early-stage funding to B2B software startups. The firm seeks to invest in companies that demonstrate strong product-market fit, scalability, and the potential to disrupt their respective industries. Bonfire Ventures offers not only capital but also strategic guidance and a network of resources to support the growth and success of its portfolio companies.

news impact assignment basic	general
public peers	general	May 16, 2024 1:03 PM	99f5544d
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general
crunchbase trigger	general	Nov 22, 2024 7:44 AM	36bd145c
crunchbase profile	general	Nov 22, 2024 9:28 AM	632923cc
li profile	general	May 16, 2024 1:03 PM	290eba2b
translate crunchbase fundingrounds	general	Nov 22, 2024 2:01 PM	e1f6715b
peers	general
news basic	general
bundesanzeiger	filings
financials download nd	financials
private financials	financials

COM:BONFIREVC

Bonfire Ventures