Both Sides of the Table

JUNE 30, 2011

This is the final part of a 3-part series on the major changes in the structure of the software & the venture capital industries. Or the Cliff Note’s version: Open Source & Cloud Computing (led by Amazon) drove down tech startup costs by 90%. The series started here if you want to read from the start.

Venture Capital 289

Venture Capital Early Stage Valuation Angel Investor 289

YoungUpstarts

JUNE 29, 2020

estimates in their recent report that medical products will have a very high global market valuation, crossing 30 billion US dollars by 2026. Digital products, like business management software, cloud-based data storage systems, and communication apps, are also in demand. Assistive Devices : Global Market Insights, Inc.

Demand 148

Demand Product Artificial Inteligence Software Review 148

Both Sides of the Table

JUNE 28, 2011

In this three-part series I will explore the ways that the Venture Capital industry has changed over the past 5 years that I would argue are a direct result of changes in the software industry, not the other way around. million in team costs to code, launch, manage, market & sell our software.

Venture Capital 334

Venture Capital Software PHP Open Source 334

ReadWriteStart

SEPTEMBER 10, 2010

Why not go further, develop more valuation, customer experience, and really, deeply validate the business? Next, Shirish Deodhar discussed InnovizeTech , an Indian company that has built software to capture how employees are spending their time in order to help manage and monitor productivity. InnovizeTech. Very encouraging!

Cloud 115

Cloud Bootstrapping Silicon Valley Incubator 115

Both Sides of the Table

SEPTEMBER 10, 2021

I’m over-paying for every check I write into the VC ecosystem and valuations are being pushed up to absurd levels and many of these valuations and companies won’t hold in the long term. On the one hand, you’re over paying for every investment and valuations aren’t rational. dot-com bonanza.

Pre-Money Valuation 471

Pre-Money Valuation Valuation Venture Capital Early Stage 471

Cracking the Code

NOVEMBER 10, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Unveilling of the Bessemers 10 laws of Cloud Computing and SaaS - Winter 2010 Release. The Cloud computing stack is currently defined by three levels: SaaS, PaaS, and IaaS. Build Employee Software.

Software Review 48

Software Review Cloud Technical Review Sales Cycle 48

YoungUpstarts

JUNE 20, 2016

Before the advent of cloud technology and the Internet, company files had to be stored away in physical data rooms (PDRs). However, virtual data room software came as a huge relief to many companies because it reduced wastage of time and numerous expenses made to physically store data. percent between 2009 and 2014.

Technical Review 100

Technical Review Software Review Due Diligence Security 100

Cracking the Code

FEBRUARY 23, 2011

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. and (2) their leadership position in multi-billion dollar markets will likely make them dominant players in the software landscape, even though they are still small today (SuccessFactors $2.5B software. (10).

Software Review 101

Software Review Technical Review Valuation Europe 101

ReadWriteStart

JULY 21, 2011

They really wanted to invest, but it was the beginning of the bubble, and I wanted (what was then) an absurd valuation. All we had were six slides, and I wanted a $10 million post-money valuation. We had gone back and forth with them on valuation, but this was a new firm and they wanted to close a deal with us.

Post-Money Valuation 122

Post-Money Valuation Valuation IPO Venture Capital 122

Cracking the Code

JANUARY 16, 2012

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 95

Software Review Europe Technical Review Spain 95

Cracking the Code

NOVEMBER 7, 2010

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 59

Software Review Technical Review Cloud Europe 59

Cracking the Code

AUGUST 3, 2011

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 67

Software Review Europe Technical Review Search 67

Ben's Blog

JUNE 18, 2011

If they have, then we should be able to see some evidence that the dominant public technology companies are moving towards bubble valuations. Apple’s valuation is now a case for business historians to discuss because I don’t think there are modern precedents. Software is eating the world. Ex-cash it’s 13.5.

Technical Review 76

Technical Review Software Review Valuation Internet 76

Cracking the Code

OCTOBER 8, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. A funny video of Larry Ellison, the CEO of Oracle on Cloud Computing. But does Larry hate cloud computing that much or is he hiding a potential future acquisition of Salesforce.com? Cloud Computing. (1).

Software Review 48

Software Review Cloud Technical Review Venture Capital 48

Haystack

JUNE 5, 2018

Microsoft will offer its tools in the GitHub marketplace and integrate GitHub’s enterprise services (such mapping developer attribution to LinkedIn or with Azure for cloud services) with its own sales channels. And, the good folks at GitLab are probably drinking some premium coffee this morning. They’re probably not far off from the truth.

Acquisition 71

Acquisition Azure Open Source Seattle 71

Cracking the Code

FEBRUARY 24, 2010

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 54

Software Review Technical Review Europe Venture Capital 54

VC Cafe

SEPTEMBER 21, 2020

According to a new report by investment bank GP Bullhound, the Consumer Subscription Software (CSS) market is expected to be worth $150 billion a year by 2022. In this post, I dig into the consumer subscription landscape , and make the case that bundling is upon us, as initiated by Apple, which may place downward pressure on the area.

B2C 187

B2C Cloud Valuation Acquisition 187

Cracking the Code

JANUARY 14, 2010

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Cracking the Code

NOVEMBER 10, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 48

Software Review Technical Review IPO Cloud 48

Cracking the Code

MARCH 12, 2010

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. As we are entering a new year, I thought it would be interesting to publish every quarter an update on the state of the 13 public SaaS/Cloud companies in the Index. SaaS 13 Index Valuation. software. (10).

Software Review 63

Software Review Technical Review Cloud Forecast 63

Cracking the Code

DECEMBER 1, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cloudonomics and 2010 Planning for your SaaS and Cloud Computing business. Labels: Cloud Computing , SaaS , sales and marketing. Detailed SaaS Spreadsheet (Valuation and CAC benchmark).

Software Review 48

Software Review Technical Review Cloud Europe 48

Scalable Startup

JULY 20, 2013

At the time SaaS just wasn’t mature enough and people at the company weren’t comfortable enough to make the change; too many old habits of installing software. These are now done either transparently in the background, in the cloud, or done using minimally invasive mobile apps. It vastly reduces computer waste.

Mobile 22

Mobile Hawaii Angel Investor Early Stage 22

Both Sides of the Table

MAY 14, 2015

THIS is how absurd things have gotten: “I have to raise at a billion-dollar valuation” “Why? You don’t have the revenue or profit to support that valuation.” Marc Andreessen will forever be remembered for “ software is eating the world.” Since of course software isn’t dead.

Valuation 150

Valuation Silicon Valley Non-Compete Software 150

Cracking the Code

OCTOBER 9, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. This strong recovery has highlighted the resiliency of the recurring revenue model in a downturn as well as the stength of the shift to soaftware-as-a-service and cloud computing. SaaS 13 Index Valuation.

Software Review 48

Software Review Technical Review Cloud Europe 48

Cracking the Code

JULY 10, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 63

Software Review Technical Review RSS Europe 63

Agile VC

OCTOBER 1, 2013

I believe we’re going to look back in 2-5 years and realize that we’ve been in a once a decade boom for internet & software startups. Software revenue trails hardware slightly and ad revenue always takes a couple years to shift, but even here the results are astounding. It doesn’t feel much like a boom actually.

IPO 147

IPO Cloud Valuation Mobile 147

Cracking the Code

JANUARY 7, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Cracking the Code

OCTOBER 27, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Austin Startup

DECEMBER 15, 2020

Journey Foods - Food Science & Supply Chain Software Could you be next? Restaurant Fundraisers | Easy Nonprofit Fundraising Idea | GroupRaise Austin’s Journey Foods uses AI to create sustainability recipes for food manufacturers.

Founder 98

Founder Dallas Houston Term Sheet 98

Steve Blank

JULY 19, 2011

They really wanted to invest, but it was the beginning of the bubble, and I wanted (what was then) an absurd valuation. All we had were six slides, and I wanted a $10 million post-money valuation. We had gone back and forth with them on valuation, but this was a new firm and they wanted to close a deal with us.

Post-Money Valuation 250

Post-Money Valuation Venture Capital Valuation IPO 250

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. Sebastian Soler recently launched Knowledge.vc , which uses software and machine learning to enhance deal sourcing and diligence for VC firms. Private Equity Software and Services Directory.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Cracking the Code

FEBRUARY 27, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 48

Software Review Partner United States Venture Capital 48

Austin Startup

JULY 22, 2021

Any software, hardware, or CPG startup in Texas with a female founder or co-founder can apply to participate. Austin based Senseye has developed a system of high resolution cameras and software that can read your mind just by watching the movement of the muscles in your pupils. Who Can Apply? They’ve raised $7.2

San Antonio 107

San Antonio Dallas Houston Founder 107

Cracking the Code

NOVEMBER 13, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Be realistic on valuation: the best public SaaS companies lost 60% of their value on average, so it is likely your valuation is down too! Detailed SaaS Spreadsheet (Valuation and CAC benchmark).

Software Review 48

Software Review Technical Review Valuation Portfolio 48

Feld Thoughts

NOVEMBER 18, 2013

His most recent company, Filtrbox, participated in the inaugural Techstars class (Techstars Boulder 2007) and was a win for all parties involved; Filtrbox was acquired in 2010 by Jive Software (NASDAQ: JIVE). I’ve worked closely with Ari for a while and love his candor.

Burn Rate 152

Burn Rate Equity Software Review Early Stage 152

Gust

SEPTEMBER 27, 2014

One excellent way to do this (with a good bit of help from the experts), is to create a draft business plan using LivePlan from Palo Alto Software. Gust takes advantage of the cloud, and you should, too.

Angel Groups 159

Angel Groups Elevator Pitch Software Review Deal Flow 159

Cracking the Code

JUNE 23, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). software. (10). Unveilling of the Bessemer's 10 laws of Cloud Comp.

Software Review 48

Software Review Technical Review Viral Europe 48