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Preview: Thinking About Thinking

Thinking About Thinking



Some thoughts on VC, some on tech, and some on other stuff.



Last Build Date: Mon, 20 Nov 2017 23:17:22 +0000

 



Why Volition Capital Invested In Connatixlarrylogo

Tue, 24 Oct 2017 17:47:11 +0000

We are thrilled to announce our newest $15 million investment in Connatix, and I am very honored to join Connatix’s Board of Directors.  Connatix is performing exceptionally well, and we couldn’t be more excited to partner with them going forward. So, what does Connatix do? Quite simply, Connatix enables publishers to generate substantially more revenue […](image)


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Why Volition Capital Invested In Recycle Track Systems (RTS)larry

Thu, 06 Jul 2017 20:18:28 +0000

At Volition, we have often talked about how the Internet is changing the workflow for every company in every industry on the planet.  For that reason, we have always loved investing in the disruptive companies that are transforming the workflow or supply chain of large existing markets with low technology adoption.  That is why we […](image)


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Announcing Volition Capital’s Newest $250 Million Growth Equity Fund, Volition Capital Fund IIIlarry

Tue, 26 Jul 2016 12:03:42 +0000

Today is a big day for Volition as we announce our latest fund, Volition Capital Fund III, with $250 million in capital commitments. This fund will have substantially the same strategy and focus as all of our prior funds – which we call small cap technology growth equity.  We invest in high growth, principally bootstrapped, […](image)


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Why Volition Invested In Pramatalarry

Thu, 17 Dec 2015 19:07:09 +0000

This week, we announced a $10M growth equity investment in Pramata.  I am very honored to be joining the Board and am excited to work with the team going forward.  So, what do they do and why did we invest? What does Pramata do?   It’s very simple.  Pramata extracts key information out of enterprise customer contracts […](image)


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5 Topics To Cover In A Quick Investor Pitch (via MSNBC)larry

Fri, 10 Jul 2015 13:07:38 +0000

I had the chance to swing by MSNBC to talk about 5 key components to cover when pitching an investor. The short synopsis is this: Start by explaining the problem your company solves. Define specifically who experiences that problem. Clearly articulate how your company’s product or service solves that problem. Explain how you charge and […](image)


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Investment Opportunities In E-Commerce Despite Amazon’s Dominancelarry

Wed, 13 May 2015 14:32:54 +0000

Many venture capitalists shy away from e-commerce due to Amazon’s dominant, market leading position. The concern is that Amazon can kill any upstart e-commerce company and doesn’t always operate in economically rational ways when they want to win. While there is truth to being concerned about Amazon in this market, the reality is there are […](image)


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The Least Useful Slide In The Pitch Deck Is…larry

Wed, 15 Apr 2015 20:09:38 +0000

…the market size slide. My sense is most entrepreneurs feel like they have to have a $1B+ market size for investors to get interested.  And, then the more aggressive entrepreneurs, knowing that everyone else has at least a $1B+ market size, come in with the $5B-$10B+ market sizes.  The means to arrive at these numbers […](image)


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The Difference Between Existing Markets and New Marketslarry

Wed, 21 Jan 2015 18:53:58 +0000

Nearly every company pitch I’ve seen covers the topic of market size.  And, in every serious internal discussion about a prospective investment, we talk about market size as well.  Usually, the primary topic of discussion in both contexts is the size of the market boiled down to an actual dollar figure.  Entrepreneurs and investors alike […](image)


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Everyone’s 2015 Top Technology Predictions and Trends Lists In One Placelarry

Thu, 18 Dec 2014 19:51:29 +0000

Here are some of the more prominent technology prediction lists for 2015.  Not surprising themes: security, IoT/wearables, healthcare IT.  Somewhat surprising themes: 3d printing.  Missing in action: bitcoin, marketplaces, etc. Gartner: Top 10 Strategic Technology Trends for 2015 Computing Everywhere Internet of Things 3D Printing Advanced, Pervasive, and Invisible Analytics Context-Rich Systems Smart Machines Cloud/Client […](image)


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My Favorite Value Proposition Is Admittedly Boringlarry

Wed, 17 Dec 2014 15:38:56 +0000

It’s only taken 16 years in the investment business for me to discover my favorite value proposition.  And, I admit, it’s a boring selection.  First, some context.  A value proposition is the value a business offers its customer such that the customer decides to buy that company’s product.  To be fair, there are many categories […](image)


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