article thumbnail

Our year in review: a look back and ahead

Version One Ventures

We made 3 new investments: Figure 1 , a photo-sharing network for medical professionals; Upverter , a cloud-based hardware engineering platform; and one unannounced investment. These new investments bring the total number of portfolio companies to 14. News portfolio review' Boris & Angela.

article thumbnail

First Mover Fallacy

Agile VC

While our portfolio at NextView is roughly equally weighted to consumer facing and B2B companies, it seems that for consumer companies in particular being first mover confers little benefit and the drawbacks probably outweigh whatever weak advantage might exist. Dropbox (cloud storage). Netflix (video streaming).

Cloud 205
Insiders

Sign Up for our Newsletter

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

article thumbnail

Q3 2022 Portfolio in Review

Version One Ventures

Outreach and Shippo were both named 2022 Cloud 100 honorees for the second year in a row! . Inflection launched “ Inflection for startups ,” free B2B marketing automation. And as always, to keep up to date with our portfolio companies, you can follow us on Twitter. Product Updates & Partnerships. Happy Fall everyone!

article thumbnail

Why We Shouldn’t Be In Love With Startups 

ReadWriteStart

For instance, I saw a local, Seattle startup with a high-value exact-match domain name that (if they launched in this segment) would have put them in direct competition with the likes of Microsoft Azure, Amazon Web Services and Google Cloud. That was before we even discussed the required software development. Conclusion.

article thumbnail

The Consumerization of Business Software ? AGILEVC

Agile VC

I’m not the first person to describe this trend, and my prior background has been primarily as a consumer web guy more than in B2B companies. The classic delineations of web products for business and consumer (“enterprise” direct selling, on premise vs cloud, etc) are only getting blurrier. Author howerl.

Software 100
article thumbnail

Why We Shouldn’t Be In Love With Startups 

ReadWriteStart

For instance, I saw a local, Seattle startup with a high-value exact-match domain name that (if they launched in this segment) would have put them in direct competition with the likes of Microsoft Azure, Amazon Web Services and Google Cloud. That was before we even discussed the required software development.

article thumbnail

How Private Equity and Venture Capital Investors Are Eating Their Own Dogfood

David Teten

We’ve seen some modest progress in people upgrading from Excel to Google Sheets; use of some CRM; and a cloud-based storage service. Many tools designed for B2B marketing in general are also relevant to investors. I previously posted a detailed presentation with sales technology tools useful for B2B sales. 1) Market fund.