True Blue Partners
风险投资与私募股权管理人
Bay Area，California 1,109 位关注者
Steadfast Investment & M&A Banking Partners for Entrepreneurs in Information Technology & Enterprise Software and SaaS
关于我们
We provide entrepreneurs, business owners, and business operators in Information Technology with mergers & acquisitions (M&A) advisory services and private capital financing services to help acquire, grow, capitalize, or monetize their businesses.
- 网站
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https://www.truebluepartners.com
True Blue Partners 的外部链接
- 所属行业
- 风险投资与私募股权管理人
- 规模
- 2-10 人
- 总部
- Bay Area，California
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Mergers and Acquisitions、Private Placement、Equity financing、Private Equity Recapitalization、IT Services M&A、Enterprise Software M&A、Software Company mergers and acquisitions、Mid Market M&A 、IT companies M&A、Strategic Financial Advisory、M&A、VC、Venture Capital、Investment Banking、Salesforce Ecosystem、SaaS、SaaS, Software, and IT Services M&A、Sell side advisor、Buy side advisor和co-investments
地点
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主要
获取路线
1999 S Bascom Ave
Suite 700
US，California，Bay Area，95008
True Blue Partners 员工
动态
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Here are the key macro-economic factors that our research shows will drive Enterprise AI Investments & Valuations in 2025 Macro indicators—such as interest rates, consumer spending, GDP trends, and employment data— influence capital flow and the valuations anticipated by our founders and investors. - Inflation & Interest Rates: Core PCE decrease to 2.6% reflects progress, though the Fed remains cautious. - Consumer Spending & GDP: Spending deceleration affects GDP, yet increased disposable income hints at a positive investment landscape. Recall from Macro 101 GDP = Consumer spending + Govt Spending + net exports + net investments. - Tech Valuations: Despite recent uncertainties, the long-term outlook remains upward, with Q2 poised for stabilization. - Business Investments: Policy uncertainties hinder capital deployment, but post-March visibility enhancement is expected to boost investment activity. While short-term fluctuations persist, the emphasis on capital efficiency and robust fundamentals remains. For founders exploring financing, grasping these trends is important. You Tube Links Summary Video here-->https://lnkd.in/gvrBZmGU Full video here---> https://lnkd.in/gE924bX7 #EnterpriseAI #VentureCapital #Investing #Macroeconomics #StartupFunding
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Akool is Featured in TechCrunch! "Building a Gen AI Unicorn with Global Resources, Innovation, and Efficiency: The Akool Way" We’re pushing the boundaries of Generative AI, harnessing global talent, cutting-edge technology, and operational efficiency to reshape the future of content creation. From AI-powered video production to seamless creative solutions, we’re driving innovation at scale! ?? Read the full article here: https://lnkd.in/gJ5Zj2fZ This is just the beginning—join us on this exciting journey! ???? #Akool #GenerativeAI #AIInnovation #TechCrunch #FutureOfAI #AIUnicorn
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Andrew Ng respectfully disagree! Many more 10x software engineers exist because the financial market opportunity in software is bigger, disruptive and can be captured faster. Of course, we are seeing that AI can make the 10x engineer have a 100x impact if that person also has the hunger hustle and humility of being a successful entrepreneur! Look at this differently. Do you feel you are 10x more productive than before you had the iPhone/android mobile phone browser, and all the cloud apps anytime anywhere? Or 10x more before you had the Internet? AI will 10x the productivity of all workers who choose to apply AI. Thats not the 10x inherent factor of a smarter professional who applies them better. Marketeers, Financial Analysts, others who were 10x more impactful than their peers can continue to be so once they adopt the use and application of AI. There is a time to market advantage of those who learn AI tools faster and apply it better. AI will be disruptive and the true window is for 100x entrepreneurs who can build applications of AI that the world loves! At True Blue Partners we are thrilled to work with some of 100x entrepreneurs and are actively looking to partner with more!
Founder of DeepLearning.AI; Managing General Partner of AI Fund; Exec Chairman of Landing AI
A “10x engineer” — a widely accepted concept in tech — purportedly has 10 times the impact of the average engineer. But we don’t seem to talk about 10x marketers, 10x recruiters, or 10x financial analysts. As more jobs become AI enabled, I think this will change, and there will be a lot more “10x professionals.” There aren’t already more 10x professionals because, in many roles, the gap between the best and the average worker has a ceiling. No matter how athletic a supermarket checkout clerk is, they’re not likely to scan groceries so fast that customers get out of the store 10x faster. Similarly, even the best doctor is unlikely to make patients heal 10x faster than an average one (but to a sick patient, even a small difference is worth a lot). In many jobs, the laws of physics place a limit on what any human or AI can do (unless we completely reimagine that job). But for many jobs that primarily involve applying knowledge or processing information, AI will be transformative. In a few roles, I’m starting to see tech-savvy individuals coordinate a suite of technology tools to do things differently and start to have, if not yet 10x impact, then easily 2x impact. I expect this gap to grow. 10x engineers don’t write code 10 times faster. Instead, they make technical architecture decisions that result in dramatically better downstream impact, they spot problems and prioritize tasks more effectively, and instead of rewriting 10,000 lines of code (or labeling 10,000 training examples) they might figure out how to write just 100 lines (or collect 100 examples) to get the job done. I think 10x marketers, recruiters, and analysts will, similarly, do things differently. For example, perhaps traditional marketers repeatedly write social media posts. 10x marketers might use AI to help write, but the transformation will go deeper than that. If they are deeply sophisticated in how to apply AI — ideally able to write code themselves to test ideas, automate tasks, or analyze data — they might end up running a lot more experiments, get better insights about what customers want, and generate much more precise or personalized messages than a traditional marketer, and thereby end up making 10x impact. Similarly, 10x recruiters won’t just use generative AI to help write emails to candidates or summarize interviews. (This level of use of prompting-based AI will soon become table stakes for many knowledge roles.) They might coordinate a suite of AI tools to identify and carry out research on a large set of candidates, enabling them to have dramatically greater impact than the average recruiter. And 10x analysts won’t just use generative AI to edit their reports. They might write code to orchestrate a suite of AI agents to do deep research into the products, markets, and companies, and thereby derive far more valuable conclusions than someone who does research the traditional way. [At length limit; full text: https://lnkd.in/g7tB5rKZ ]
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We’re #hiring a new Sales Specialist in United States. Apply today or share this post with your network.
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Know any SaaS/AI sales professionals who might be interested? One of our Enterprise AI portfolio companies that is receiving rapid traction after a pivot is looking to add to their sales organization. Ideal candidate has 2+ years in SMB SaaS/AI sales and high energy, ambitious, great story teller on how SaaS/AI can solve customers' critical business problems. Someone hungry to learn from top tier repeat entrepreneurs and active board members will thrive in this role. If you know of candidates that would it or have other ideas, please let me know.
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The fundamentals of the enterprise sales cycle remain unchanged over the decades! Thank you Konstantine Buhler for a very thoughtful reminder of the customer journey and the Leone merchandise cycle from Douglas Leone #ICP #CustomerJourney #EnterpriseAI #EnterpriseSales
One of my brilliant founders has been struggling with scaling the business. Customers are stuck in procurement and not converting. This founder came to me and was really upset, saying, "am I just a terrible sales person?" Definitely not. This founder is smart, charismatic, and likable. But the experience of this founder is normal: blaming the "tip of the spear" sales person for slow sales, in this case the founder/CEO. The founder and I sat down and started debugging the problem with a framework taught to me by Douglas Leone, which he calls The Merchandise Cycle. When something isn't going well in an enterprise software company, for example growth is too slow, most people say "it must be sales." In reality, that is the output of many input layers. Consider the diagram below and start in the upper right where the arrow says "start here." So sales aren't booming. The gut reaction of most founders and board members is simple: blame sales. But first ask: Why are we not selling new business efficiently? What are our most and least efficient types of customers? Why can’t we sell more to the efficient customer type? Maybe it is something in the sales org. But maybe it is an issue of leads, and if that is the issue it may actually be a problem in Lead Generation / Conversion, not Sales. So we don't have enough of the right leads. Why do we not have higher quality lead generation? Which ICPs (Ideal Customer Profile) are our BDRs (Business Development Representatives) targeting? Why can't we 10x our BDR team and 10x the Lead Gen? Where is conversion falling off? If it is an issue of messaging not resonating with leads, then it may actually be a miss in Product Marketing. Start asking if we are telling a unique, clear, consistent story from website to rep? What is it in 3 words, 20 seconds, 1 minute? Does this message resonate with the ICP? Do we have it built as described? If the message resonates but we don't have it built as described, then it may be a product issue. What ICP is our product management team focused on? Do we have the correct product roadmap for that ICP? What products?resonate most with the ICP? Does it work? If the problem is it isn't working reliably, the issue may be the engineering. For engineering, it becomes clearer: Is engineering shipping a great product that works? Do customers complain about downtime or bugs? At what frequency? If and only if the product works great but we still hit issues, it could be something even more fundamental: vision. If the bug is in vision, this is the most inconvenient truth. We have to start asking if we aligned on the right vision for the business in the first place. Is our ICP a valuable customer and does our product serve an important need in a?large market? If not, do we need to shift the vision in another direction? Working though this framework has been a gift that Doug shared with me and that he said I could share with everyone here on LinkedIn. Hope it helps & happy building.
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We are 5 days away from the Transform application deadline! If you're interested in taking your early stage Data Science and AI startup to the next level, then TRANSFORM Data Science and AI Accelerator might be right for you! Application link: https://lnkd.in/eS-6BSXE // Transform?is powered by Deep Tech Ventures at the University of Chicago’s Polsky Center for Entrepreneurship and Innovation in partnership with the UChicago Data Science Institute. PLEASE NOTE: No University of Chicago affiliation is required for participation. #data #ai #datascience
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I’m excited to introduce DataPelago ??, the world’s first Universal Data Processing Engine. DataPelago accelerates any query engine, including open source, on any hardware using any data for GenAI and Lakehouse analytics workloads. Three core drivers are reshaping the data processing industry. (1) The data tsunami continues to grow, with the volume of data in the world doubling every two years and unstructured data accounting for 90% of all new data created. (2) With general-purpose computing not doubling every year as predicted by Moore’s Law, the next step function will be provided by accelerated computing, a combination of domain-specific hardware and refactored software. (3) The rapid advancement of GenAI is accelerating the shift towards data-driven enterprises, imposing new demands on applications to efficiently process and leverage data. DataPelago was conceived to address these irreversible trends. DataPelago's Universal Data Processing Engine is available as an end-to-end solution or in integration with Substrait-based open-source frameworks to turbocharge Spark and Trino with accelerated computing. DataPelago seamlessly integrates into existing data stores and lakehouse platforms, eliminating the need for data migration and avoiding vendor lock-in. It requires no change in application, tools, or workflows to lower the Total Cost of Ownership while providing customers with a disruptive performance advantage. Thank you to our entire team of investors Eclipse, Taiwania Capital, Qualcomm Ventures, Alter Venture Partners, Nautilus Venture Partners, and Silicon Valley Bank, as well as our design partners and early adopters for helping shape the product.? Building a disruptive technology and delivering a product to customers is never an easy journey for any entrepreneur. The world-class team at DataPelago has made it easier and tremendously rewarding for me. Thanks to my co-founder Anand V Iyer, who helped drive early product definition. Thanks to Prasad Rampalli for helping from the early days in engaging with design partners to validate our technology and business thesis. DataPelago is creating a new data processing standard for the accelerated computing era, enabling organizations to extract value from all data.
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Fed’s 50 Basis Point Rate Cut: A Game Changer for Enterprise AI startups? ?? On September 18, 2024, the Fed surprised markets with a 50 basis point rate cut, bringing rates to 4.75% - 5.00%. The move is aimed at stimulating the economy amidst easing inflation. With CPI inflation finally nearing the 2% target, we believe that this decision is expected to have a profound favorable impact on enterprise AI startups and overall tech investing opportunties. ?? What This Means: Lower borrowing costs = higher investment dollars for growth sectors = Large corporations investing more in upgrading their tech infratructure = more revenues for innovative Enterprise AI Startups! Positive initial market reaction, with Nasdaq up 2.5% post-announcement. ?? Key Takeaways: Opportunities in Enterprise AI/SaaS: AI-driven SaaS companies, where innovation drives exponential growth, could see increased customer and investor interest. This rate cut is the beginning on a shift in monetary policy after holding steady and high for almost a year with several more cuts expected to follow. Risks and uncertainties remain, most important being the upcoming US elections and the tax policies of the winning side and how deeply the global economic slow down has already gotten entrenched. Want to know more? Check out our detailed analysis on how this policy shift can shape your investment strategy in 2024 and beyond. Watch the full video here: https://lnkd.in/g4FunuEN Download the report here: https://lnkd.in/g39pMFia #MarketAnalysis #TechInvesting #EnterpriseSaaS #InvestmentStrategy #FedRateCut Let me know your thoughts or questions below
Heres what Fed's 0.5% interest rate cut pm 9/18/2024 means for tech investing and why...
https://www.youtube.com/