Opinions and Thoughts on Venture Capital, Investing, and Startups
Enterprise CTOs or CIOs often ask me about how IT will change in the future, about the "Disruption of Technology in 3-5 years". Most CTOs and CIOs realize that that is primarily a strategic question rather than a question about a certain vendor or technology. I usually explore the specific challenges together with the executive … Continue reading The Future of IT: The Next Five Years.
In Part I I've written about perception of great VCs, and in Part II I showed some data on actual meaningful exits with outcomes greater than $500m over the past ten years. Meaningful exits often take 9 to 11 years to materialize (e.g. FireEye was founded in February 2004 with IPO in September 2013; Forescout … Continue reading Most Successful Cybersecurity VCs: The Top Firms. (Part III)
Yesterday I published a quick survey what CEOs, CISOs, and cybersecurity professionals think are the most successful VCs. The answers were somewhat surprising: There was no clear leader, and very few picked VCs that had outstanding exits over the past 15 years. So why do so many supposedly great cybersecurity VCs -- the "most successful", … Continue reading Most Successful Cybersecurity VCs: The Last 15 Years. (Part II)
The firm I work for has a fund-of-funds business -- we invest in what we believe are the very best venture capital firms. We have reasonable insights into fund performance: who is driving returns, and which sector is successful. Market perception, however, is driving by people who are the loudest, by content, and by marketing. … Continue reading Most Successful Cybersecurity VCs: A Quick Survey. (Part I)