Thoughts on software stocks and technology trends from someone who's covered the industry through multiple cycles, from client-server to cloud migrations to the current AI transformation.
Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.
We provide fully non-dilutive growth loans to B2B software companies with $2M+ revenue to help them expand their footprint and preserve their equity. This is where you can find our thoughts on tech capital markets, along with what we've got going on.
SaaS Barometer Newsletter:
Deeper dives into the metrics that define, measure and inform SaaS success. Insights from a wider array of thought leaders, founders, and innovators in the space.
Revealing the playbooks and hidden tactics behind today's best startups. Join 80,000+ weekly readers for real-life growth advice, playbooks and case studies.
Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger and Tom Dotan.
A newsletter for heads of engineering at startups. I cover the joys and challenges of running software engineering organizations at fast-paced startups.