Product_market_fit

Nuts and bolts: 9 delightful things about product-market fit

A lot of ink has been spilled on “product market fit” but we are still very often answering Qs about this and so we are going to jot down a … Continue Reading


Shadow_of_giants_edited

Being long on innovation – part 2: Thriving under the shadows of giants

[This post is part 2 to our earlier “Thoughts from the trenches: being long on innovation”] We often get the question: can we be long on innovation (or more specifically … Continue Reading


Storm

Dear founder: building strong and weather-proof companies

We invest to support companies building for the long term and so we are very interested in founders who want to build long-lasting and strong companies irrespective of the state … Continue Reading


Search#3

The art and science of venture investing – #2: the search for great companies and great opportunities

Why is it so hard to find great opportunities?  Why are big success stories and sustained growth still so rare? What is the “formula” for improving our chance of backing … Continue Reading


Luck_skill_revised

The art and science of venture investing – #1: dealing with “hotness” and “coldness”, luck vs skill, intellectual honesty, and others

I’m recently back from a large tech conference where some participants were discussing the question whether AR, VR and AI is “too hot”? Should I pay any attention to what … Continue Reading


Handshake

Nuts and bolts #1 – 8 things about Term Sheets

Yes – fundraising and Term Sheets. Something many founders have to deal with. We often get asked about this. And we find ourselves saying to founders more often than not … Continue Reading


Scale_up_alt

Getting ready for scale-up

We look to make Series A and Series B investments into companies, and so we find ourselves often asking the question: is this company ready to scale up? Perhaps one … Continue Reading


invest

What an investment decision mean to us

As venture capitalists, we are in the business of seeing and reviewing hundreds and thousands of business plans of young tech companies looking for their first or second round of … Continue Reading


Dear_founder#2

Dear Founder #2

Dear Founder: You have invested some of your own money (and much “sweat equity”) into the company you founded, taken some seed or angel money as the initial funding, and … Continue Reading


Dear_founder

Dear Founder #1

Dear Founder, First, congratulations on achieving the milestone of having completed a few pilots and securing a sales pipeline waiting on you to be executed.  Well, congratulations because the reward … Continue Reading