Why SMBs are the Next Growth Opportunity for Marketing Automation
Over the past ten years, marketing and ad tech has been an exciting sector to watch. We have seen a steady stream of innovation and market dynamics, and the sector has been a powerful growth enabler...
View ArticleYour VC’s Cap Table Math Could Be Hurting You
[Contributed by Mike MacKeen, originally published on Raising the Next Round] This post includes some geeky accounting issues, but read it. It can change how much dilution you take in the next...
View Article4 Reasons Why Market Sizing in Tech is Unique
How much is Uber worth? You might have your hand raised, eagerly waving around in the air, so you can answer an enthusiastic $40 billion. And yes, you’re right, that was its most recently announced...
View ArticleWhat Does HIMSS15 Tell Us About Venture Investment In Healthcare IT?
[Contributed by Mike MacKeen, originally published on Raising the Next Round]Over 20,000 people will gather next week in Chicago for this year’s HIMSS conference. This nexus of the digital health world...
View ArticleHow Apple, Qualcomm, and Lawyers will Revolutionize Healthcare
Staring up at a team of doctors and nurses from his bed in the hospital emergency room, Bill knew he wasn’t getting back to his vacation anytime soon. That morning, Bill chose a more vigorous hike for...
View ArticleWhat You’re Missing When You Skimp on Tech Diligence
Throughout my career I have led hundreds of diligence assignments, first as a CTO and Corpdev exec, then as a venture investor, and most recently as co-head of a software-focused strategy consulting...
View ArticleRaising Growth Capital? Use A Banker
Smart companies are adapting as the growth capital market has evolvedDisruptive tech companies are good at product and business model innovation, but they can be just as guilty as a Cleveland steel...
View ArticleAre the Unicorns Deceptive?
The private market is so healthy that even Silicon Valley journalists are publishing the “B” word (“Bubble”, not the one that rhymes with rich). The robust private market has made the tech IPO an...
View ArticleFive Ways Digital Advertising Is Rapidly Transforming
From Madmen to Real Time Bidding – We’re Not in (Advertising) Kansas Anymore Over the arc of the modern advertising business, we’ve seen several key developments – the rise of the agency, the first TV...
View ArticleVCs Work for School Teachers
The New York Times awoke to the surge in private market investing yesterday with an article that contributed relevant quotes about why many CEOs prefer to avoid an IPO. They even found a tech CEO who...
View ArticleWhat You’re Missing When You Skimp on Tech Diligence Part II: Open Source...
“He who sells what isn’t his’n, Must buy it back or go to prison.” Daniel Drew, 19th Century American Financier In Part I of this series, we covered several ways in which tech diligence identifies...
View ArticleHow PaaS and IaaS are Changing Software Business Models
Traditional software business models have been based on delivering installed software for up front license fees and annual maintenance charges, or more recently, subscription based...
View ArticleAchieving HIPAA Compliance as a Business Associate
In 2009, the HITECH Act mandated that not only covered entities but also business associates would be subject to periodic audits as a means to ensure that both are complying with HIPAA Rules. The first...
View ArticleUnderstanding Value in the Evolving E-Commerce Ecosystem
News this month that Amazon is about to acquire French package delivery service Colis Prive is further evidence that the boundaries of e-commerce are in a significant state of flux. While Amazon is...
View ArticleThe Commoditization of CRM and ATS – Yet Salesforce.com Flourishes
A friend in the industry asked me the other day if there were any serious challengers to Salesforce.com’s dominance in CRM (Customer Relationship Management). From almost any perspective, the answer is...
View ArticleFHIR Up Precision Medicine – An Emerging Opportunity for HCIT Applications
On February 25th President Obama at the White House celebrated the one year anniversary of his announcement of the Precision Medicine Initiative. The Initiative, first announced in the President’s...
View ArticleA Technical Perspective for Evaluating Software Companies, Part I
by Rob Gurwitz, Executive Partner At Bulger Partners, we look at a lot of software companies in due diligence engagements for technology oriented investors. These companies span many vertical market...
View ArticleSalesforce Gets Closer to the Customer Through Demandware Acquisition
Salesforce’s announced acquisition today of Demandware is another big step in the company’s path to get closer to the customer. The addition of ecommerce platform capabilities is a logical extension to...
View ArticleA Technical Perspective for Evaluating Software Companies, Part II
What makes a good software company? In Part I of this series, we looked beyond the top level metrics that define a “good” software company and dug into the deeper technical elements: the business...
View ArticleWhy Tech Companies Are Favoring Private Equity Over IPOs
Over the past few weeks, the primary story in the financial media, from Barron’s to CNBC, FT and Fortune, has been the IPO market, or the lack thereof. Fortune referenced our research in their cover...
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