Both Sides of the Table

JUNE 29, 2011

Yesterday I wrote Part 1 of the series on the changes to the software industry over the past decade that has led to changes in the venture capital industry itself. If they hit a product / market fit (meaning you suddenly see a massive uptick in usage and/or revenue) then these companies need to go “fat.&#

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Both Sides of the Table

JUNE 22, 2011

Ah, but today’s Internet companies have real revenue! And this is happening in mezzanine (pre-IPO) deals as well. Or Salesforce.com who rose to prominence in this same period where they were ramping up PR and shouting from mountain tops when everybody else in the market was mute. I said that at the Founder Showcase, too.

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Saudi Arabia Valuation IPO Technical Review 309

techcrunch.com

FEBRUARY 19, 2010

Researchers polled experts in lending, mezzanine capital, private equity, venture capital and private businesses themselves. And investors said they intend to invest more in cleantech than software going forward. Not a big shock, but things don’t look pretty, especially in the venture capital world. Add to this that 72.7%

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