Venture Capitalist at Theory

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History

2022

The Rhyming Protocol Wars of 2022

April 20

2017

The Parallel Between Cryptocurrency and Continentals

November 26

The $100M ARR Customer

January 17

2015

Steady and Persistent Growth to $5.5B in Market Cap - The Ultimate Software Company

December 8

Benchmarking Netsuite's S-1 - How 7 Key SaaS Metrics Stack Up

July 30

Benchmarking ServiceNow's S-1 - How 7 Key SaaS Metrics Stack Up

June 9

The First Generation of the Talent Software Wars

May 19

From $800k to $274M in 4 Years - The Story of Ariba

May 14

How Great Unit Economics Enables Startups to Weather the Storm - The Story of WebEx

May 7

A SaaS History Lesson – The First SaaS Company's Exceptional Journey

April 28

Benchmarking Salesforce's S-1 - How 7 Key SaaS Metrics Stack Up

January 27