Feld Thoughts

article thumbnail

Rally Acquires AgileZen

Feld Thoughts

This is the second acquisition Rally has made – the other was 6th Sense Analytics which they acquired at the beginning of 2009. But I love targeted acquisitions that build out specific capabilities on an established company’s roadmap or add key people to the team. Tags: My Investments acquisition agile agilezen kanban rally.

Agile 115
article thumbnail

What Is Your 2019 Won’t Do List?

Feld Thoughts

Examples would be “an acquisition” or “a financing” or “an IPO.” ” Let’s take “acquisition” as an example. Maybe you’ve made some acquisitions in the past. Then, I like to roll into metrics that create a floor on how the business will operate.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Streaming on Zoom from an Apple //e or a Commodore 64

Feld Thoughts

Amy and I are financial supporters, I gave them my vintage computer collection several years ago, and we’ve underwritten their acquisition of several collections. If this is interesting to you, please consider making a cash donation to support the Media Archaeology Lab ‘s operations.

Audio 144
article thumbnail

Do You Love Your Job?

Feld Thoughts

In these conversations, the question of how I shifted from “operator” to “investor” inevitably comes up. I straddled the operator / investor world until 2001 when the Internet bubble burst and my work world exploded into tiny pieces that collected into a huge mountain of s**t that I had to work through.

LP 108
article thumbnail

Changing How You Think About Budgets

Feld Thoughts

Engineering growth rate – Unless you are making an acquisition and running it separately or sub-dividing engineering in some novel way, you should strive not to more than double a monolithic engineering organization in a 12-month period. Both articles are worth a detailed read – they are each short, but full of goodness.

article thumbnail

We Will Never Need Another Financing

Feld Thoughts

And need money to fund their operations. Sure, every now and then something magical happens (very high price point, very low cost of customer acquisition, zero churn), but that’s a serious edge case. You want to do an acquisition, but the seller wants some cash. But I’m not talking about bootstrapped companies.

Finance 70
article thumbnail

The Great Internet Stock Correction of 1997, or 1999, or …

Feld Thoughts

No one was interested in Internet stocks, let alone one that was being tortured by the SEC for accounting disclosure on a bunch of acquisitions of tiny companies. Focus on the reality – your reality – and do your best operating in the context in which you can’t control. Suddenly the IPO market window closed.

Stock 140