If you are a bold founder reinventing the enterprise stack or VC, this newsletter is for you. I’ve been an Inception Investor for over 28 years collaborating with founders well before they incorporate; helping them battle test and iterate those ideas, pre-sell some of the initial hires, and lead those rounds upon company formation so founders can run fast out of gates and not spend months trying to raise capital.
I’ve been fortunate to partner with many founders creating new categories in enterprise software, some of whom were a bit too early and others who timed it just right. Some of these inception investments include companies like Snyk (dev first security), BigID (data security, privacy), Kustomer (support reinvented, sold to Meta), Blockdaemon (blockchain infra for institutions), Superhuman, and Security Scorecard. I also co-founded, MState, the world’s first enterprise blockchain lab in partnership with IBM and Comcast where we invested in the initial rounds of Fireblocks and Amberdata. I’ve also experienced several bull and bear markets, having been around since the mid-90s investing in SaaS pioneers like GoToMeeting and LivePerson, and open source infra startups like Greenplum which later IPOed as Pivotal Software.
Every week, I’ll share the most interesting stories and tweets I’ve read along with my unfiltered notes and thoughts. Usually, I’ll start off with some preamble or short essay on company building or market observation. Much of this newsletter is geared towards helping founders scale startups, raise capital, and what’s 🔥 with new tech trends. More on myself @edsim and my firm @boldstartvc.
Practical advice for founders…
What’s happening in enterprise venture capital…
On state of markets…
More on me and boldstart ventures…
On what’s next…
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