Cracking the Code

FEBRUARY 24, 2010

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. at 6:01 PM.

Software Review 54

Software Review Technical Review Europe Venture Capital 54

Cracking the Code

JANUARY 14, 2010

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. at 5:00 PM.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Cracking the Code

OCTOBER 9, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Just some food for thought as you build your investment portfolio. Labels: SaaS , sales and marketing , software. Cracking The Code on Facebook. Portfolio. (3).

Software Review 48

Software Review Technical Review Cloud Europe 48

View from Seed

AUGUST 17, 2021

A few weeks ago, we hosted a small dinner for a number of portfolio company founders, LP’s, and friends of the firm. This is the implied rate of return of a fund based on the value (mostly unrealized) of a portfolio. at exit due to dilution. This was in 2011, and I still remember that warning. I’m glad I didn’t listen.

IRR 156

IRR Dilution Founder Portfolio 156

Cracking the Code

OCTOBER 8, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Labels: SaaS , software , Venture Capital. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: at 6:31 PM.

Software Review 48

Software Review Cloud Technical Review Venture Capital 48

Cracking the Code

JULY 10, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. internet. (6).

Software Review 63

Software Review Technical Review RSS Europe 63

Cracking the Code

OCTOBER 27, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. Hard times.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Agile VC

SEPTEMBER 15, 2011

September 15, 2011. In the first half of 2011, the IPO markets were looking strong for VC-backed companies. In the software an internet space a number of companies obviously had strong public offerings (LinkedIn, Yandex, Pandora, RenRen, et al). How diffferent 2H 2011 looks. AGILEVC My idle thoughts on tech startups.

IPO 100

IPO Marketing Silicon Valley Private Equity 100

Cracking the Code

DECEMBER 1, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. at 12:41 PM.

Software Review 48

Software Review Technical Review Cloud Europe 48

Cracking the Code

FEBRUARY 27, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. This supplement to our BVP VII fund will ensure that we can take advantage of future investment opportunities and that the companies within the Bessemer portfolio have continued access to capital."

Software Review 48

Software Review Partner United States Venture Capital 48

Cracking the Code

JANUARY 7, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. internet. (6).

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Cracking the Code

NOVEMBER 13, 2008

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.

Software Review 48

Software Review Technical Review Valuation Portfolio 48

View from Seed

AUGUST 17, 2021

A few weeks ago, we hosted a small dinner for a number of portfolio company founders, LP’s, and friends of the firm. This is the implied rate of return of a fund based on the value (mostly unrealized) of a portfolio. at exit due to dilution. This was in 2011, and I still remember that warning. I’m glad I didn’t listen.

IRR 136

IRR Dilution Founder Portfolio 136

Cracking the Code

NOVEMBER 10, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. internet. (6).

Software Review 48

Software Review Technical Review IPO Cloud 48

YoungUpstarts

JANUARY 30, 2015

Google’s gross and operating margins improved sequentially in 4Q14, and even as they continue to be lower than when desktop search advertising was at its peak in 2011 and early 2012, TBR believes margin growth is of lesser importance to Google than consistently growing total revenue and gross profit between 10% and 15% year-to-year each quarter.

Advertising 100

Advertising Revenue Mobile Intellectual Property 100

Cracking the Code

JUNE 23, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. internet. (6).

Software Review 48

Software Review Technical Review Viral Europe 48

VC Adventure

AUGUST 31, 2017

This has contributed to companies raising more money than in the past before they go public (almost $100M on average for SaaS businesses that went public after 2011 vs. less than half that for those that went public before). And as a rule of thumb for businesses in our portfolio we target payback periods of 12 months or less.

IPO 113

IPO Vertical Balance Sheet Valuation 113

Cracking the Code

NOVEMBER 10, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Software as a Service (SaaS), the most mature of these segments, is comprised of end user applications like Salesforce.com. Forget everything you learned about software channels.

Software Review 48

Software Review Cloud Technical Review Sales Cycle 48

Cracking the Code

JANUARY 28, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Happy New Year to you, Cracking-the-code reader! and online gaming companies and 2/3 looking at the software and SaaS industry. Intego is the leading Security Software Suite for Mac.

Software Review 48

Software Review Technical Review Los Angeles Europe 48

crowdSPRING Blog

JANUARY 15, 2012

Mid- to large-size companies can also benefit from the lean methodology and one way to do so is by actively leveraging crowds of workers: designers , software engineers , testers , writers , customer support people , customers, market researchers , and dozens of other groups via the Internet. Photo: Clive Power.

Software Review 89

Software Review Technical Review Social Media Community 89

Cracking the Code

DECEMBER 2, 2006

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking the SMB code. Small and Medium businesses have been the holy grail of High tech and software companies for quite some time now, but the quest is far from ending. "If

Software Review 48

Software Review Technical Review Europe Software 48

Cracking the Code

JANUARY 22, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. 10K/MMR is very very large for most SaaS players and Netli is unique in that it is at a very low level of the software stack. link] Nirvaha Sales Compensation Software. Portfolio. (3).

Software Review 91

Software Review Clawback Sales Salary 91

Up and Running

MAY 10, 2012

Sulaiman Sanni and his partner Ben Lamson were both working for Meltwater Group, a large, well known Software as a Service company, Su as a social media consultant and Ben as a sales manager. ” Su and Ben started plotting their new venture in April of 2011, and were ready to leave their jobs by June.

Small Business 142

Small Business Advisory Board Employee Entrepreneur 142

Cracking the Code

FEBRUARY 25, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. It includes NetSuite, SuccessFactors, Vocus, SalesForce, Taleo, DemandTec, LivePerson, Constant Contact, Concur, Ultimate Software, Salary.com, Omniture and Kenexa. Labels: SaaS , software.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

www.xconomy.com

JUNE 9, 2012

Innovation Report Shows San Diego Added 695 Tech Jobs at End of 2011. In fact, by using analytics software that relies on a different way of measuring risk, the San Diego firm is becoming known in some circles as “the Moneyball of venture capital,” according to David Coats, a co-founder and managing partner. View More in Seattle ›.

San Diego 40

San Diego Venture Capital Technical Review San Francisco 40

Cracking the Code

JANUARY 5, 2007

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. at 11:33 AM.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Cracking the Code

DECEMBER 9, 2006

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. I guessed the measuring spoon was not used diligently. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0:

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Cracking the Code

MARCH 30, 2007

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. internet. (6).

Software Review 48

Software Review Global Technical Review Europe 48

Cracking the Code

DECEMBER 7, 2006

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. at 5:19 PM.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Both Sides of the Table

OCTOBER 1, 2009

I obviously don’t have a crystal ball so the economy could fare better than my gut, but here’s why I’m cautious for some time in 2010 or early 2011: Why is the future still so unpredictable? Check out this interesting piece on PEHub talking about how Stanford is discreetly looking to sell it’s asset portfolio !

Technical Review 269

Technical Review Stock Hawaii Early Stage 269

Cracking the Code

DECEMBER 16, 2006

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. internet. (6).

Software Review 48

Software Review Venture Capital Technical Review Europe 48

Cracking the Code

FEBRUARY 12, 2007

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. at 8:29 PM.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Cracking the Code

MARCH 23, 2007

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. internet. (6).

Software Review 48

Software Review Viral Media Marketing 48

Cracking the Code

DECEMBER 28, 2006

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Sandhill.com Podcast : 40mn podcasts on Enterprise software. This is the only podcast I found on Enterprise software. Cracking The Code on Facebook. Portfolio. (3).

Software Review 48

Software Review Technical Review Technology San Francisco 48

Both Sides of the Table

APRIL 2, 2010

Some wait 5-7 years but usually this is because it’s proving more difficult to raise a new fund due to market conditions or the lack of returns in their current fund. A lot will depend on how exits go in 2010/2011. We also took one of our large portfolio companies, Ulta, public. GRP’s last fund was in 2000.

Venture Capital 269

Venture Capital Balance Sheet Early Stage Software Review 269

Cracking the Code

APRIL 18, 2007

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cracking The Code on Facebook. Portfolio. (3). software. (10). ► 2011. (2). Software 2.0: Cracking the SMB code. My Yelp reviews. Devils link.it

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Software By Rob

JANUARY 25, 2012

That I’ve had a few “exits” and instead of hunkering down and writing code for 6 months I opted to talk to a few of my buddies at the yacht club and purchase a primed and growing social network for somewhere in the mid-seven figures. After co-hosting MicroConf in early 2011 I was on the prowl for the next big thing.

Acquisition 63

Acquisition Software Review Fresno Algorithm 63