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Duncan Davidson

Affiliation: NetService Ventures

Duncan is an advisor to NetService Ventures, where he focuses on digital media and the mobile Internet.

Previously he was at four start-ups: Xumii, a mobile social service based on a Social Addressbook; SkyPilot Networks, the performance leader of wireless mesh systems for last-mile access, where he was the founding CEO; Covad Communications (Amex: DVW, $9B market cap at the peak), the leading independent DSL access provider, where he was the founding Chairman; InterTrust Technologies ($9B market cap at the peak), the pioneer in digital rights management technologies, now owned by Sony and Philips, where he was SVP Business Development and the pitchman for the IPO.

Before these ventures, Duncan was a partner at Cambridge Venture Partners, an early-stage venture firm, and managing partner of Gemini McKenna, a joint venture between Regis McKenna's marketing firm and Gemini Consulting, the global management consulting arm of Cap Gemini.

He serves on the board or is an adviser to Aggregate Knowledge (content discovery), Livescribe (digital pen), AllVoices (citizen journalism), Xumii (mobile social addressbook), Verismo (Internet settop box), and Widevine (DRM for IPTV).

Visit: Duncan Davidson's Blogs




Duncan Davidson's Latest Articles | 211

IPO Pipeline Building But Quality is Falling

Oct 9, 2010| 

As we go into the final stretch this year, the IPO pipeline is building, but their valuations are sinking. TechCrunch reports 67 deals entered the pipeline since... Read »

Tech Startup Valuations Continue to Rise

Oct 9, 2010| 

More indications of a coming tech boom are showing up. Not so long ago, the angel or seed round would value a company at around $1-2M. With the rise of the SuperAngels... Read »

Intrade Markets Make the Mid-Term Anything But Dull for Investors

Oct 8, 2010| 

One of the most interesting phenoms of the Internet Era is the remarkable predictive value of synthetic trading markets like Intrade. My son did a study of the predictors... Read »

Three Things to Know About 3DTV

Oct 5, 2010| 

Everywhere you looked at CES this year was filled with the promise of 3D. Sony made a huge commitment to 3D, betting the company it seems. Nine months later, it... Read »

IPOs in the Fourth Quarter

Oct 1, 2010| 

While the IPO market in 2010 has not turned out as hoped, there is some promise looking forward. A handful of IPOs have performed well. JinkoSolar (JKS) is particularly... Read »

Why VCs Are Bidding Up SuperAngel Deals

Sep 30, 2010| 1

A question I have been asked in my series on the brewing bubble in SuperAngel deals (and funds!) is why the traditional VCs are getting into auctions for the hot... Read »

More Indications of a New Tech Bubble

Sep 29, 2010| 

I have been reporting how valuations for consumer Internet startups have been rising, with some deals auctioned up to pretty incredible levels, reminiscent of the... Read »

Why IPOs Are In the Dumpster

Sep 29, 2010| 

2010 started with high hopes for IPOs. The economy had been recovering since the summer of 2009, and investment bankers combed through the ranks of venture capitalists... Read »

A Tale of Two VC Industries

Sep 23, 2010| 1

A blog post by SuperAngel investor Fred Wilson of Union Square Ventures in NYC has struck a nerve. He argues that the venture industry is splitting in two: the traditional... Read »

Is a New Tech Bubble Brewing?

Sep 23, 2010| 

Last April I reported on venture valuations going into Wascally Wabid land: insanely great levels from very small beginnings. Today the WSJ headlined the phenomenon... Read »

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