Blue Dots Partners

The value of revenue growth

The single most important factor in determining the valuation of a software company is the revenue growth rate. In real estate what matters is location, location, location. In software it’s growth, growth, and growth…

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IoT: Where is the money? – Part 3

In my previous articles on monetizing IoT, I described some of the key drivers of IoT, the 10 main IoT areas, the importance of ecosystems and the 4 Values Framework…

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Go green… Evergreen: the enduring company structure alternative

Many of us have been fortunate to live the dream of the “Valley” success story of an IPO or big acquisition. The path to one of those targeted exits is…

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IoT: Where is the money? – Part 2

In my previous article on monetizing IoT, I described some of the key drivers of the IoT, the 10 main IoT areas, the importance of ecosystems and major considerations for monetizing IoT…

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IoT: Where is the money? – Part 1

People may disagree on the number of devices that will be connected in the forming IoT world. However, there is no argument that the number is in the tens of billions over the next decade…

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Why entrepreneurs and VCs are not always aligned

Entrepreneurs and VCs live on different planets and sometimes seem to be subject to different laws of physics. This “impedance mismatch” creates misalignments that…

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