VC Adventure

APRIL 11, 2011

There are several key attributes we look for in our search for great Adhesive companies. We’re particularly sensitive to customer concentration issues related to margin – aggregating demand from a small number of sources, for example, which may lead to significant margin pressure. They are: Scale. Margin Dynamics. Performance.

Disintermediation 82

Disintermediation Advertising Portfolio Aggregator 82

VC Adventure

APRIL 11, 2011

There are several key attributes we look for in our search for great Adhesive companies. We’re particularly sensitive to customer concentration issues related to margin – aggregating demand from a small number of sources, for example, which may lead to significant margin pressure. They are: Scale. Margin Dynamics. Performance.

Disintermediation 48

Disintermediation Advertising Portfolio Aggregator 48

Agile VC

JUNE 12, 2012

It’s conceptually no different from the early days of Western Union’s original payments business when people “wired” money to one another at each end of a physical distribution network. Also some of the mobile banking players are considering to build a parallel network that would disintermediate the card associations.

Mobile 250

Mobile Disintermediation SMS Government 250