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It’s Morning in Venture Capital

Both Sides of the Table

Looking ahead at the next decade I am excited by what I believe will be viewed as one of the best and most rational investment periods for venture capital due to seven discrete factors: 1. If you want to understand the details of why this is, I covered it in detail in this post, Understanding Changes in the Software Industry.

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Find an Angel Investor, Without Going Through Hell

Startup Professionals Musings

With today’s access to the Internet, and Google searches, it really isn’t that hard. This is perhaps the most reliable source of information on angel investor groups across the world, and the software is used by most of the other angel organizations mentioned below for deal flow. Here are the largest flocks: Angelsoft. Keiretsu Forum.

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Cracking The Code: Getting through the downturn: a few thoughts.

Cracking the Code

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. A few days ago, Bessemer West Coast SaaS Practice - David Cowan , Byron Deeter and myself, hosted a CFO Dinner for our SaaS portfolio at John Bentleys in Redwood City.

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The Venture Capital Secret: 3 Out of 4 Start-Ups Fail

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Debating the Tech Bubble with Steve Blank: Part I

Ben's Blog

Similarly, Google, well on its way to owning the dominant smart phone operating system and which maintains a near monopoly position in search, trades at a price/earnings (P/E) ratio (ex-cash) of around 13.7. In the last bubble, the S&P hit 44x in January 2000. Software is eating the world. The internet is working.

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Gaurav Dhillon 2.0 and His All New Integration Company

Ben's Blog

So much so that our diligence found him working round the clock, running a hyper-intense environment and looking very much like a 20 year old entrepreneur on a mission from God. The market change: Software as a Service. Today, only 8 months after launch, the SnapStore has 63 supported snaps representing around 2000 integrations.

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In Silicon Valley, Founders Fight for Control

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