Portfolio Summit and Annual Meeting

From noon on Tuesday to noon yesterday, I got to spend all my waking hours with our portfolio companies and our investors. It was such a treat and I am still buzzing from the experience.

We hosted our entire portfolio for an afternoon of shared experiences on Tuesday afternoon, followed by a lovely dinner at Tabla for both our companies and our investors. And then yesterday morning, we did our third annual meeting and managed to pull off presentations from every active portfolio company. We did it "speed dating" style, 3 slides or 3 screens and 3 questions. It was great.

Here is the portfolio slide from our Annual Meeting presentation.


We are incredibly fortunate to have such a great portfolio and I got such a kick out of being able to spend time with all of them together for a day. I want to thank each and every portfolio company for taking the time out of their hectic schedules to make time for us and our investors.

#VC & Technology

Comments (Archived):

  1. vruz

    Looks like an impressive portfolio to me, interesting how it seems to debunk the Graham/Andreessen rule that everything has to go through Silicon Valley.

    1. James

      All good things eventually come to NYC. Silicon Valley is where good ideas go to die.

  2. Martin Edic

    Really impressive group of companies- they all actually do things that I would use- I’m currently setting my girlfriend’s jewelry business up on Etsy for example. This in contrast to some the truly ridiculous web 2.0 stuff we read about every day…

  3. wallbang

    Hi Fred,Here’s my realtime post to my twitter account: “Twitter has a serious bug. Again documented. Wonder if the vc care? Hmmm, how shall I use this knowledge? Make money or help change…”I know you care. My point is do “we” care, collectively? If you replace “twitter” with “washington mutual” and “vc” with “government”, does the outcome of my query change?Notwithstanding 2.0, my hope for the web is for rapid, dramatic change to the way “we” think deeply, thus forcing change within time – because time is quantifiable, and the window of opportunity is closing. I reported the bug to twitter because they provide a simple means to reporting a bug.My hope for corp’s and govn’t is null – and i’m doing everything i can, within the framework of remaining a us citizen, to revolt. I sshort WM on 10/26.otoh, the bug isn’t life threatening…M 🙂

    1. fredwilson

      Twitter is working hard on the tech and platform and I am confident that things are getting better and will get even better soonFred