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Our latest thoughts and ideas, with additional insights from our partners.

stock-ticker-tertiarymarket

18 Sep Tertiary Market?

Read time = < 2 minutes What happens when primary and secondary buyers of late stage private companies want to start selling out of their positions? Many of them are sitting on huge unrealized gains. Unrealized gains are great, but eventually they need to be realized...

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ambulance-emergency

12 May Enabling the Future of Medical Transport

We love Enterprise Software. More specifically, we love investing in software solutions that help enterprises modernize their businesses and run them more effectively and efficiently. We also love investing in founding teams who have a deep personal passion for solving complicated problems in important industries....

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IPO Is Not A Four Letter Word

23 Mar IPO is not a Four Letter Word

In late December 2014 I was talking on the phone with the CEO of one of our promising portfolio companies. During that conversation I began to sense that he believed his company value would cap out in the several-hundred-million-dollars range, and that their most likely...

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sf-rising-tide

07 Oct The Rising Tide

We’ve all heard the saying “A rising tide lifts all boats”.  What I’m thinking about lately is the rising tide of startups that are all competing with each other for scarce resources (talent and capital, mostly).  I’m seeing an interesting effect in the startup ecosystem...

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