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4 bookmarks by @jasonlk

Let's go back 5 years to May 2016 The markets are panicking. SaaS stocks are down 50%+. The mood is gloomy. Very gloomy. LinkedIn sells in a fire sale to Microsoft for 7x ARR a month later. And then they, & everyone else, go on to the most epic run in the history of software↗

·@jasonlk·May 11, 2022·essay·linkedin·microsoft·saas·software-growth

All platforms have their favorite partners: - The partners that bring them business - The partners that help them close deals - The partners that make their customers the most happy - The partners that fill the most critical feature gaps Do whatever it takes to be one ;)↗

Been investing for 5.5 years. I have returned almost no capital, but have lead 1 round from seed investor->unicorn, 1 more coming shortly, and another hopefully a bit later in year. So I have at least learned some things. Here are my learnings for New GPs/Managers, fwiw:↗