• From pont neuf to the pinheiros river

    June 28, 2011

    Parabéns 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 […]

  • Is software relevant ?

    June 12, 2011

    At 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 […]

  • A new heartbreaker for the anti-portfolio

    June 3, 2011

    It 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 […]

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