Your fiercest Competition is your VCs’ Other Portfolio Companies.

If you believe you have a great startup, then I hope you have a great product. And, naturally, you will have competition. Gartner is not going to create a magic quadrant for a new huge market with only a single company in it.  Your product should be awesome. You should strive to find product-market-fit fast. … Continue reading Your fiercest Competition is your VCs’ Other Portfolio Companies.

VC Funding and “Going Earlier for Better Access.”

The story of these VCs usually goes like this: "We're starting to write very small checks much earlier. That way we can track company progress from the inside and are aware of any challenges or problems early on. We believe we can then also discern inflection points much earlier than other outside investors. We might … Continue reading VC Funding and “Going Earlier for Better Access.”

Corporate Venture Capital Pitfalls.

I'll start to spend my money calling everybody honey And I'll wind up singing the blues I'll spend my whole paycheck on some old wreck And brother I can name you a few Willie Nelson sings in I Gotta Get Drunk. Surely he must have meant Corporate Venture Capital groups, or "CVCs" for short. Different corporations … Continue reading Corporate Venture Capital Pitfalls.

SaaS: Should You Fix EBITDA Margins or Revenue Growth?

First off: You should have a great product. It's pointless to try and "fix" revenue growth if you don't have a great product. But perhaps you have too many products, or your prospects don't understand what you stand for, or your operations are less than optimal. [At the end of this post I will include … Continue reading SaaS: Should You Fix EBITDA Margins or Revenue Growth?