Duncan Davidson

  • Bullpen Capital's Duncan Davidson on the Lean Finance Model

    The Lean Finance Model Of Venture Capital

    The venture capital industry is going through a ton of disruptions lately. One of the better explanations I've heard recently of what is going on comes from Duncan Davidson, a managing partner at Bullpen Capital who gave a great talk on the subject at TechCrunch Tokyo last week. I interviewed him backstage on video, where he summarized his views. Just as there are now legions of "lean startups"… Read More

  • Why Bullpen Capital Thinks We Need Another Venture Fund (TCTV)

    Why Bullpen Capital Thinks We Need Another Venture Fund (TCTV)

    The decade-long glut of funding in the venture business is finally getting unwound as LPs get choosier and choosier about which venture funds to keep backing. Meanwhile, venture capitalists slogging it out with the new breed of super angels, striving to get in the hottest deals at remotely reasonable prices would probably argue there's little room in the market for a new firm either.┬áSo it's not… Read More