David Teten

SEPTEMBER 23, 2017

We’ve seen some modest progress in people upgrading from Excel to Google Sheets; use of some CRM; and a cloud-based storage service. In venture capital in particular, early-stage companies are often operating in frontier industries, where the rules are unpredictable and conventional analytic frameworks may be misleading.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

View from Seed

AUGUST 2, 2017

Others take bets on certain verticals or business models, such as marketplaces, SaaS, or enterprise technology. For example, in computing platforms, the mainframe was superseded by the minicomputer, which was eclipsed by the PC, which was subsumed by client-server platforms, which in many ways has been replaced by cloud and mobile computing.

Seed Stage 273

Seed Stage Portfolio Cofounder B2B 273

Rob Go

JULY 11, 2013

I was asked recently how NextView evaluates such early stage companies for investment. Here are a couple examples from our portfolio: Vertical Communities: One of the exciting attributes of GrabCAD in the early days was its rapidly growing, engaged community of mechanical engineers.

Distribution 66

Distribution Vertical Viral B2B 66

Cracking the Code

SEPTEMBER 20, 2016

As it takes around 10 years for a SaaS company to reach maturity, the explosion we are seeing at the early stage has not yet translated into a significant number of exits. Europe is underrepresented in vertical SaaS solutions – 17% of the companies vs. 23% in the US.

Europe 48

Europe Artificial Inteligence Vertical 48