When an entire category gets acquired by PE, it's like when a building goes under rent control.
Nobody wants to invest.
Everybody just wants to milk past investments.
This creates a great opportunity for VC-backed startups to disrupt the incumbents. All while they're just focused on making plan and cranking EBITDA.
Super excited to share our latest exit of our portfolio company shyftplan!!! 🚀 All the best for Jan-Martin Josten and Dr. Farhood Torabian and the entire shyftplan team! Thanks for the great years working together with you! 🎊
medium.com/senovovc/magua…
Software is eating the world - and is going to revolutionize biotech. I am super stoked on what "softwarization" of biotech is going to bring! (title of the post is a bit misleading) @inakib/comparing-investment-returns-in-2023-traditional-biotech-vs-software-45140a239035" target="_blank" rel="nofollow noopener">medium.com/@inakib/compar…
BAAAM!! - IBM acquires Manta Software Inc. to complement data and AI governance capabilities. It's been a hell of a ride. THANK YOU!! 🙏🍾 newsroom.ibm.com/IBM-acquires-M…
I love new logo acquisition as a key GTM metric. New logos are essential for any time of long term growth. Land & expand is important as well but it's more of a lock in and value-related metric batteryventures.substack.com/p/be-long-term…
@johnnitschke If you are not using ubiquity wifi access points already, then I can only recommend them. Install a 2nd access point with same network ID and your devices will roam seamlessly.
I had always Wi-Fi issues in my living room, and I help myself with a LAN connection. But this only helps for my TV and my MacBook, not for my mobile. I was thinking about a wifi repeater, but didn’t know where to put it. Today I found the design center of unify. This is so much fun and so helpful. I keep you updated if this works.
📢 📢 FUNDING ALERT!
Big shout out to @IPFabric for achieving this important and well-deserved milestone! 🙌
Congrats to the entire team!
We look forward to contiuing this amazing partnership with @OnePeakPartners , @CredoVentures and Presto Ventures
ipfabric.io/blog/ip-fabric…
Many of our companies are driving towards Rule of 40 but not all Ro40 paths are the same. Consider $100m ARR biz:
5 years of 20% ARR growth, 20% FCF =$50m in terminal FCF
vs
60%/-20% for 3 yrs then 2yrs 20%/20%=$118m terminal FCF
Better to grow ARR vs FCF if u can.
What a great day - congrats to everyone! 👏👏 [PR] Parloa raises €20 million to propel international expansion of game-changing AI-based customer service medium.com/senovovc/pr-pa…