Blog

  • Our Investment in Datafold—the Data Observability Platform

    One of the biggest shifts we’re seeing in the data ecosystem is the rise of the analytics engineer. These are data practitioners who are used to working with SQL and BI platforms. Increasingly however, they own the model creation, data extraction, transformation, and flow, and they are building systems around their practice to have good CI, version control, and documentation. The craft of analytics is progressing and becoming more like software development, and we’re excited to invest in…

  • GRID: The New Face of Spreadsheets

    “Hey, can you show me how our 2021 forecast would change if we increased the marketing budget?” You quickly get to work, rustling through 4-5 applications (Slack, Excel, Powerpoint, Outlook…) for an hour to prepare the results...Whew!“Oh, sorry, did I say 2021 performance? I meant 2022. And what if we were able to decrease our travel expenses as well?” ...Back to the drawing board. The above scenario is all too familiar to the large population of global workers who interface with…

  • The Next Chapter in Data Analytics

    Data-driven decision making is fundamental for all modern businesses. Companies that haven’t figured out how to use data to their advantage must evolve or risk being outcompeted. It’s been no secret to any VC over the past six to seven years that big data is an interesting and attractive investment area. You may be tempted to think that the area has run its course and all the “unicorn” ideas have been funded—but believe it or not, there are still opportunities to build billion-dollar businesses…

  • Digital Transformation Requires Leadership

    *Originally published on August 6th, 2018 on LinkedIn. The internet has had a massive impact on consumer and enterprise markets. However, it has had little effect on industrial businesses or healthcare. In fact, most IT investments on platforms such as ERP, CRM or EMR led to improved communications or compliance but not substantial enhancements in productivity, quality or growth. That could change, but success is not assured. The next wave of tools is transformative: data, analytics, digital…

    • May 15, 2018

    Choosy: Ushering in a New Era of Fashion and Commerce

    Back in the early 2000s, I remember tearing through the pages of Teen Vogue to check out the latest in celebrity fashion. While I knew how to get my hands on those Juicy Couture tracksuits, not everything was that easy. That dress that Marissa wore to prom on The O.C.? I needed that. But where could I find it? Could I even afford it? Back then, we were accustomed to four fashion seasons per year, all of which required six months of lead time and offered little flexibility. Zara, of course,…