SaaS Isn't Dying: It's Going Logarithmic
It has been a tough stretch for software companies, and investors at all stages are rightly asking what to do with the sector. As in most...
top of page
The #1 Misunderstanding In Software Pitches
I vividly remember leading Q&A on the Twilio IPO roadshow at the mutual fund manager where I started my career. The meeting was an hour...
Investing in Sigma Computing
I’m thrilled to announce that Avenir co-led Sigma Computing’s recently announced Series D along with Spark and with the participation of...
Beware the Banana Stands: Silicon Valley’s Incinerators of Capital
This piece is an attempt to collect my thoughts on a type of business I’ve found particularly hard to analyze over time as an investor. I...
bottom of page