Blog

  • What the World Needs Now: Why Instabase Will Lead the Biggest Enterprise Transformation Yet

    When I was first introduced to Anant Bhardwaj through a mutual friend, two things were immediately apparent: (1) I didn’t fully understand what he was building, and (2) I wanted in. To advance my cause on both counts, I pulled in my partner Forest Baskett, who has one of the sharpest technical minds around. In fact, Anant and Forest share many of the same qualities—soft spoken, brilliant, and far more savvy in sizing up people than one might expect. After meeting with Anant, Forest grabbed…

  • 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…

  • The Investor’s Dilemma: What Matters Most?

    People often ask VCs: What is the most important thing to look for in new investments? It’s a simple enough question, but the answer is actually pretty complicated. We look for disruption, and we look for impact. We look for teams and companies that are solving problems and challenging the status quo. More than anything, we look for the right people—for entrepreneurs who have a certain spark about them. Very rarely, the stars align so that all of those factors—the team, technology, and market…

  • Powering Real-Time Insights for Growth with Attest

    For a long time now, I’ve been drawn to the consumer insights and market research space—both as a consumer and investor. In fact, through the course of studying promising consumer companies over the past few years, I’ve spent no small amount of time designing and deploying surveys on consumer behavior, including fumbling through various non-intuitive survey creation workflows online, struggling to find the right target audience and then ultimately abandoning the exercise altogether upon…

  • Tiburio: Investing in Traditional Drug Development in the Era of Big Science Platforms

    For the past ten years I have been a biopharma investor at NEA, and in that time I have witnessed the drug industry truly enter the genomic age. With technologies such as gene and mRNA therapy, gene editing, CAR-T and other cell therapies, we are living in a time of unprecedented potential (and peril, as demonstrated by Chinese researcher He Jiankui’s rogue experimentation with gene editing on two human embryos). The public markets (and in some cases, strategic acquirors) have valued these…