Hot in Enterprise IT/VC - What’s 🔥 in Enterprise IT/VC #383
What’s 🔥 in Enterprise IT/VC #383The short version of what LPs and VCs are thinking - notes from an AGM...Apologies for the short preamble this morning as I’m writing from a 2 day AGM hosted by one of our LPs at boldstart. All I can say that it was quite a crowd, global in nature with both established VCs and emerging managers along with the LPs who invest in these funds. While AI was a topic certainly raised in many a conversation, the one that LPs brought up equally as much was around DPI (Distributed to Paid-in) which is a measure of how much cash a fund has returned versus what has been called down. In other words, have investors turned their paper marks into true cash returns. The short answer is that 2023 was one of the worst years for DPI as there were very few IPOs in the tech industry along with a slowdown in M&A. While the LPs and VCs acknowledge that perhaps we could have all sold more on the way up, my view is this is also the time where steady hands 💎🤲 are needed. If you’ve done the hard work managing your burn and rightsizing your business, then rushing for the exit door when everyone else is will not generate the returns you are seeking. Other interesting notes, thoughts:
That’s it - enjoy the rest of your weekend and if you want more free time, check out Superhuman’s latest release 😲. The simplest use cases are the most powerful in AI and this from @rahulvohra @Superhuman is a next level productivity enhancer 🤯 As always, 🙏🏼 for reading and please share with your friends and colleagues. Scaling Startups
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What’s 🔥 in Enterprise IT/VC #382
Saturday, February 24, 2024
Platform vs. best of breed in cybersecurity (PANW) + the rise of AI Security + AISPM, yes, we do need another security posture management category 🤣 ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #381
Monday, February 19, 2024
Net Dollar Retention Update - what's best in class post-ZIRP? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What's 🔥 in Enterprise IT/VC #380
Saturday, February 10, 2024
What to expect for cybersecurity startups in 2024 when 4 companies represent $300 Billion of market cap + 5 account for >51% of all revenue...
What's 🔥 in Enterprise IT/VC #379
Saturday, February 3, 2024
Microsoft delivering on AI + thinking about second order effects for startups in a world where 50% or more code is written by AI?
What's 🔥 in Enterprise IT/VC #378
Saturday, January 27, 2024
AI enterprise tailwinds - earlier than expected? CEOs driving faster sales cycles?
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