HOW WE ADD VALUE
WHAT WE LOOK FOR
WHAT OUR FOUNDERS SAY
Our portfolio is job one.
We are entrepreneurs ourselves and like to roll-up our sleeves and help our portfolio companies. The last company we funded is more important than the next one. If we can’t add value beyond our cash, we won’t invest.
WHAT WE'RE THINKING ABOUT
As big data and big compute become more available and more efficient to access, we expect to see a wave of new startups using machine learning technology to optimize the enterprise. From fine-tuning marketing spend to predicting accounts receivables, all aspects of the enterprise will be impacted.
Cyberattack threats are now a top concern for all enterprises. Malicious actors are increasingly sophisticated and vulnerabilities in new media and the Internet of Things are opening the door to additional attack vectors for these cybercriminals. The need for advanced security technology is more important than ever.
The advantages of the Software-as-a-Service model aren't limited to the traditional large enterprise. Mid-market companies and niche industries recognize that they must become more agile and adopt new technologies in order to stay competitive. We're excited by startups building software for hidden markets.
The increasing demand for connected hardware and real-time processing at the edge of the network (ie. IoT devices, drones, autonomous vehicles) is feeding into a need for computing power at the edge alongside the datacenter. We are interested in infrastructure bets needed to support this.
Digital marketplaces are changing traditional business sectors, opening new markets and growth opportunities to manufacturers, distributors, and service providers. In many cases, transactions are becoming more efficient through dynamic pricing and purchase automation.
We are still in the early days of mixed reality for the enterprise, but we are already seeing their impact in the industrial workplace. Augmented Reality (AR), Virtual Reality (VR), and Merged Reality (MR) applications could make enterprises entirely unrecognizable in another ten years.