We have unicorns. We have other various animal-themed nomenclature for high growth businesses. So what do you call a software company with single digit…
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There is a company in the Haystack portfolio that raised a seed round at the tail end of last year. They raised about $4M-$5M — plenty of capital for a…
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What are the common models for company creation in the enterprise?
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Making sense of the market in early 2022
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In the coming months and years, I suspect we will see increased M&A activity move through the technology industry. And while there could be a fair…
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I was talking about recent seed rounds with a friend the other day, discussing how they seemed to be inflating in size, with many creeping up to $10M of…
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I used to write more posts or essays covering ideas, trends, and themes that were compelling to me in the moment. In the current market, there may be an…
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In December, I spent time thinking about the investing work I had done coming to that point. I gleaned lessons from companies we were lucky to be…
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The adage "software startups are cheaper than ever to start, but as expensive as ever to scale" is firmly embedding itself as part of canonical tech…
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Almost exactly a year ago, I wrote a piece titled “Looking Back, Looking Ahead” sharing my reflections after spending ~6 months as an early stage…
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“This made venture capital a good match for companies in which there was a medium-sized upfront investment with unpredictable but potentially very large…
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One of the best tools I’ve found to understand a market or company opportunity is the cross-sectional view, what Phil Fisher calls “scuttlebutt.” How do…