In software, there are a few ways to measure the health of the customer base and stickiness of the product. Zuora does a nice job of showing four measures of customer health in their S1. Processed Transaction Volume Zuora’s first……
Read MoreThere are countless examples of ‘first to market’ not being a sustainable competitive advantage. Comparing the 2018 public offering of Spotify to Pandora’s original IPO in 2011 is a major example. Below are some excerpts from Pandora’s S1 (official IPO……
Read MoreWe received Dow Jones VC Edge report for Q2 2019. The data is excellent and shows the trends in venture capital. Below is a breakdown of M&A in venture. Note that LTM means ‘last twelve months’. M&A of venture backed……
Read MoreWe spoke with Haley Altman, founder of Doxly. Doxly is enterprise grade software that helps attorneys manage the documentation process. Recently Doxly sold to Litera and below are some key take-aways from Haley’s story. Startups require you to leave comfort. Before……
Read MoreWe just received Dow Jones VC Edge report for Q2 2019. The data is excellent and shows the trends in venture capital. Below is a breakdown of fundraising of new venture funds. The data on an LTM basis (‘last twelve……
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