The FirstPartyCapital Newsletter

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25% Markup For FPC Fund; Investing In Picnic; Meet Us At DMEXCO
Lumen’s New Round Valuation Marks Up The FPC Fund By 25% We can announce today that the paper value of the FPC fund 1 increased by 25% after the most…
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FirstPartyCapital
Investing In Adimo; Hitting Magical $1 Million Syndicate Milestone; And The MediaMath Resurrection
And the FPC newsletter is back. After a month-long hiatus, the FPC propaganda machine is once again cranking into gear. A few pieces of housekeeping…
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FirstPartyCapital
August 2023
July 2023
Calling All Ad Networks & Sales Houses; More Than A VC; Inertia Is Slowly Killing Our industry
Hi Sales Houses & Ad Networks, FPC Wants To Work With You Last week we spoke about America, and its mind-boggling amounts of marketing spend. We even…
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FirstPartyCapital
The US Conundrum; Privacy Makes My Eyes Bleed; Another Plug For MadTechMoney
How To Solve The US Conundrum The US is the biggest ad market in the world. The vast amount of media spend there is astonishing. Independent agencies…
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FirstPartyCapital
Why Ad Nets Must Rule The World; The Bullish Case For The Trade Desk; A Correction On Last Week’s Newsletter
The Case For More Ad Nets Not Less Nobody wants to be called an ad net. It conjures up too many bad memories (or good, depending on who you are) of…
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FirstPartyCapital
Lessons From The MediaMath Collapse; MadTechMoney London Returns On October 31; Timelines On Fund 1 Close
What We Can Learn From The MediaMath Collapse MediaMath filed for bankruptcy last Friday after it failed to find a buyer. Lara O’Reilly has written a…
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FirstPartyCapital
June 2023
The Seagull & Your Cannes Hot Takes; Anzu's Monster $48 Million Series B Round; The Big Mo
FPC took a one week break from weekly newsletter duties - mainly because of time constraints at our 5 day Cannes residency. The good news, readers, is…
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FirstPartyCapital
5 Things Ad Tech Investors Need To Know This Week; Our DSP Sale Process Coming To A Completion; And Some Thoughts On Google Break-Up
FPC is having a jam packed June (deals, fundraising, events, etc). Because of this we had to skip last week’s edition. Apologies for that. But before we…
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FirstPartyCapital
FSAs & Why We Love Strategics; Impromptu Drinks In London; Attention Critical For Ad Tech
Before we crack on with this week’s edition, it is important to clear up a few things from last week’s newsletter. Firstly, we are huge believers in the…
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FirstPartyCapital
May 2023
Privacy Is THE Existential Crisis For Ad Tech, TV Messiness; Cannes Is Calling You
We are trying something new with the FPC newsletter from this week onwards. Instead of using stock images (or no image at all), FPC is attempting to…
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FirstPartyCapital
The DIE (Demand Is Everything) Doctrine; 3PC Are Nearly Dead; Come Meet Us In Cannes
The DIE (Demand Is Everything) Doctrine It is a matter of fact to say that publishers (specifically news publishers) are the “poor relation” in the…
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FirstPartyCapital
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