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Getting Real On Valuations; Netflix Wants To Build Ad Tech; And DSP Sale Update
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
Mar 24
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Getting Real On Valuations; Netflix Wants To Build Ad Tech; And DSP Sale Update
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Oversubscribed Lumen Deal; Ad Tech, Fighting Fit; And An Offer For You
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
Mar 10
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Oversubscribed Lumen Deal; Ad Tech, Fighting Fit; And An Offer For You
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Get Lumen Before It's Gone; Fragmentation Is Inevitable; And An Up Week For Public Ad Tech
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
Mar 3
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Get Lumen Before It's Gone; Fragmentation Is Inevitable; And An Up Week For Public Ad Tech
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February 2023
Value Beats Unicorns; The Lumen Waiting List Grows; And European Ad tech Wins Again
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
Feb 24
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Value Beats Unicorns; The Lumen Waiting List Grows; And European Ad tech Wins Again
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Our US Podcast Debut; Lumen Deal About To Go Live; And Why We Must Keep The Internet Free
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
Feb 17
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Our US Podcast Debut; Lumen Deal About To Go Live; And Why We Must Keep The Internet Free
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Defending The Ad Net Model; US Not Always The Sensible Strategy; And A Note On Industry Layoffs
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
Feb 10
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Defending The Ad Net Model; US Not Always The Sensible Strategy; And A Note On Industry Layoffs
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The Centre Of Attention; Ad Tech Ignoring Apple Users; And Industry Divorced From Privacy Reality
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
Feb 3
2
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The Centre Of Attention; Ad Tech Ignoring Apple Users; And Industry Divorced From Privacy Reality
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January 2023
The FPC Newsletter Is Back; European Deal Activity 2022 In Review; And Google In A Proper Bind
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
Jan 27
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The FPC Newsletter Is Back; European Deal Activity 2022 In Review; And Google In A Proper Bind
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December 2022
Why The Industry Needs Independent Ad Tech; Amazon Enters The "Clean Room" Wars; And Why You NEVER Should Ignore Privacy
The Challenge Of Maintaining An Ad Tech Stack This week Taboola announced a scarcely believable 30 year deal with Yahoo to provide content…
FirstPartyCapital
Dec 2, 2022
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Why The Industry Needs Independent Ad Tech; Amazon Enters The "Clean Room" Wars; And Why You NEVER Should Ignore Privacy
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November 2022
Challenges Around Strategic Investments; LightBoxTV Raises £1 Million To Bring Order To TV; And European PE Continues To Love Ad Tech
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
Nov 25, 2022
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Challenges Around Strategic Investments; LightBoxTV Raises £1 Million To Bring Order To TV; And European PE Continues To Love Ad Tech
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MadTechMoney Building Investment Ecosystem; Lumen The Kings Of Attention; YouTube's Market Loss A Positive Sign
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
Nov 18, 2022
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MadTechMoney Building Investment Ecosystem; Lumen The Kings Of Attention; YouTube's Market Loss A Positive Sign
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October 2022
New Partnership In Japan; MadTechMoney Adds More Speakers; And Walled Gardens Collapsing
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…
FirstPartyCapital
Oct 21, 2022
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New Partnership In Japan; MadTechMoney Adds More Speakers; And Walled Gardens Collapsing
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