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

cloud

The Internet of Energy Things (and Services) is taking shape

The world is moving towards an “internet of energy things”, and it is bringing new players as well as changing the nature of the energy, energy efficiency and smart energy … Continue Reading

neural_networks

Thoughts from the trenches: being long on innovation

Why I am long on innovation – 5 considerations: #1. A big, digital and disruptive change is underway.  We are going through a second wave of internet transformation: the first … Continue Reading

the-blues

Great founding teams

I am always asked: what do I look for in founding teams? Well, this is a summary of what I have learned from meeting and getting to know hundreds of … Continue Reading