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From pont neuf to the pinheiros river
June 28, 2011Parabéns to LeadMedia Group for its oversubscribed IPO today ! LeadMedia develops performance-based marketing solutions that enhance online lead generation and customer retention. A company we had first financed in a contrarian move during the dark days of December 2008, LMG has made on a long journey in a short time. Accolades are due to [...]
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Is software relevant ?
June 12, 2011At the last minute I was asked to fill in as a replacement to give a keynote speech last week to the International Conference on Software Business in Brussels. I discovered that starting a keynote with a Dilbert cartoon is an effective ice-breaker for a one-hour slog. Here is the slideware of the keynote discussion [...]
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A new heartbreaker for the anti-portfolio
June 3, 2011It is the mark of a good VC to admit when they’ve missed a tremendous opportunity. Bessemer Venture Partners’ Anti-Portfolio is perhaps the most famous. I enviably don’t think I’ll ever be able to boast about missing opportunities like Paypal and Google. But I do sincerely hope to build enough of an investment track record [...]