When a company files to go public, they do so by submitting a document called an S1 to the SEC. An S1 is like a prospectus, and sometimes it’s loaded with really interesting industry information. Sonos, which recently went public,……
Read MoreDo big software companies benefit from economies of scale? While the default answer may seem like ‘yes’, we wanted to see if that was really true. We looked at new revenue divided by sales and marketing spend of SaaS companies……
Read MoreIn 2017, we had a death in the portfolio. Once all the employees left, the only remaining assets were some patents, servers, domains, and a lot of code. Recently, we managed to sell that intellectual property (“IP”). Here is what……
Read MoreBuilding a relationship with VC and speaking to VC when you’re not fundraising doesn’t make much sense, isn’t a good use of your time, and may actually be detrimental to your business. Here is why: You have better things to……
Read MoreWe looked at how long it took 128 publicly traded tech companies to exit. Specifically, we used their S1’s – a securities filing a company makes before IPO – to find out the year each company was founded and compared……
Read More