Venture Investing
We have been very successful when something has changed, such as a regulation or technology. For instance, we launched dTech to assist filers with the then-introduced EDGAR system; we launched 17a-4, LLC when the SEC decided that emails must be archived as required by SEC Rule 17a-4; and we were first-round investors in Intralinks when technology changed the model that everyone had to be in a conference room to close deals.
We are not a large fund, so we don’t typically succeed if we have to compete with entrenched players. However, we can move quickly if an opportunity fits our venture model.
The investments and companies below represent the type of investments we prefer and have been successful for both the management teams and our fund.