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Valuations Need To Be Grounded In Reality The bank run on SVB caused quite a stir in the startup world over the past two weeks. The saga marks the end…
FirstPartyCapital
Lumen Deal OVERSUBSCRIBED In Just One Week… But You Can Still Get A Piece Well, that was quick. Our £400K Lumen syndicate allocation has gone. It is the…
FirstPartyCapital
Lumen Deal Live On Platform. Allocation Nearly Gone (Only 30% Remaining) The Lumen deal has been live on the platform since Wednesday. 70% of the…
FirstPartyCapital

February 2023

Seeking Value, Not Unicorns After our “triumphant” American debut on the Marketecture podcast last week, FPC has been reflecting this week on our core…
FirstPartyCapital
FPC Talks To Ari & Eric Ari Paparo and Eric Franchi are two legends of the ad tech space, having built, scaled and sold ad tech companies. They host the…
FirstPartyCapital
In Defence Of the Ad Net Model Last week FPC was called a “SaaS fascist” in a WhatsApp exchange with one of our LPs. Just for the record: FPC is neither…
FirstPartyCapital
Lumen, The Centre Of Attention FPC had its annual planning session with Lumen this week. We are excited to be working with an ad tech company that’s…
FirstPartyCapital

January 2023

Wait. Who Are You? And What Have You Done With My Weekly Newsletter? It’s been quite a while since we put out an edition of the FPC newsletter (Dec 2 of…
FirstPartyCapital

December 2022

The Challenge Of Maintaining An Ad Tech Stack This week Taboola announced a scarcely believable 30 year deal with Yahoo to provide content…
FirstPartyCapital

November 2022

Strategic Investment: Why It Needs Proper Consideration Having led a bunch of big rounds recently, one of the big issues that keeps popping up is…
FirstPartyCapital
It’s been a few weeks since we last sent out a newsletter. Let’s just say it’s been a crazy month of fund activity. But we are ready to roll again. The…
FirstPartyCapital

October 2022

FPC Is Big In Japan We announced this week a new partnership with Globalive in Japan. Globalive will become a Venture Partner, helping us to raise…
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