
How to Grow Purely on Acquisitions
M&A Science
00:00
Venture Capital Investment - Is There a Lot of Value in That?
We were tracking, at that point in 20 12, was the 20 billion dollars of venture capital investment that had gone into enterprise sogtwork. And our thesis was there's a lot of value an enterprise softwhere within those called the seven or six portfolio companies That are not the superhydral philosophy winners of that fund that will make a break fund. Those in the middle that have great products, great customers, great teams and their growth of 10 to 15%. While that's fantastic to us, was really not interesting or underwritten into that investment business for the time being.
Transcript
Play full episode