Welcome back! We hope everyone had a restful holiday! While we’re ready to look ahead and embrace 2017, here’s a quick recap of the major activity across our portfolio last quarter. We’re looking forward to continuing this momentum into the new year. Portfolio companies in the news In continuing to…
We’re enjoying the first few weeks of Fall and before we know it, 2017 will be upon us. It has been a busy summer for our portfolio companies – here’s a quick recap of some of the highlights from Q3. Portfolio companies in the news Several V1 portfolio companies were…
When we look at investment opportunities, we need to consider the type of market that the potential investment is in. How much room is there for a market leader or leaders? Is it winner-takes-it-all or winner-takes-almost-all? Is there room for multiple potential winners? Winner takes all These markets are driven…
At version one, we are big believers in the vertical SaaS opportunity. Small to mid-sized businesses have long been underusing technology. A mobile-first approach, combined with a laser-like focus on a specific vertical, can create the right toolset to help SMBs achieve huge productivity gains (I wrote about this nearly…
People say that hindsight is 20/20. After working knee-deep in the trenches for a year or two, you gain a better appreciation of where to focus, what to let go, and how you can do things (or should have done things) better. There’s no shortage of advice out there for…
