Simply Stoked!

Those who know me well as an investor know that I take structured notes on companies I meet with every day, in my own format, which includes a few takeaways that I find interesting, as well as a rating that allows me to stack rank companies in any given week/month relative to each other.  When we first met Adam, Aviel an...

Why We Invested in ServiceMax

Every once in awhile, a team comes along with the capacity to recognize a significant unmet market need, a team that can create something great, something sustainable. ServiceMax is one of those companies. Its CEO, Dave Yarnold, as well as several of the key executives, hail from Success Factors — another highly success...