Both Sides of the Table
DECEMBER 11, 2022
Sure, we built SaaS products before the term even existed but at 31 it was hard to delineate reality from what all of the monied people around us were telling us what we were worth. In those years I learned to properly build product, price products, sell products and serve customers. Until we weren’t.
Both Sides of the Table
SEPTEMBER 15, 2022
<== Our conclusion was that this isn’t a temporary blip that will swiftly trend-back up in a V-shaped recovery of valuations but rather represented a new normal on how the market will price these companies somewhat permanently. In 2009 we could take a long time to review a deal. Except the music stopped. discipline & focus.
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Both Sides of the Table
JANUARY 14, 2014
” The most obvious phone call ad unit is what we call a “considered purchase,” which is high price, complex and requires lots of information or lots of choice. source: Harris Interactive IM Shopping Poll (August 2009)). Home alarms. Home gym equipment. Higher education. Real Estate. SOME INTERESTING DATA.
Both Sides of the Table
AUGUST 24, 2015
I saw a few friends politely suggesting that “now was a great stock buying opportunity” meaning that given the stock market is off by 10% it was a great chance to buy and lock in presumably low prices before the market rises again. I’m not so sure. And I said so publicly. If the markets fall this will become pervasive.
Both Sides of the Table
SEPTEMBER 28, 2014
In a world where the economy only heads in one direction (read: 2009-2014) most investors & entrepreneurs forget to pay attention to gross burn. This is why investors really like SaaS software companies where you have recurring revenue and your largest customer accounts for < 5% of your revenue and your renewals rates are > 90%.
Both Sides of the Table
MAY 24, 2021
Imagine if, say, Autodesk had purchased it in 2009 for $100 million? Of the first four investments I made as a VC in 2009, two have exited and two (Invoca & GumGum) still are independent and likely to produce $billion++ outcomes . Case in point, Procore just went public and is trading at an $11 billion valuation. Maker Studios?—?sold
Tech Zulu Event
NOVEMBER 5, 2015
Premium window treatments and home decor basics at an accessible price. Premium window treatments and home decor basics at an accessible price. A service that completes legal work in a few text messages at 60% off normal prices by cutting out fancy law firms and going directly to lawyers. AngelList: [link]. AngelList: [link].
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