SMB Software Dynamics
This was featured in our Quarterly Investor Update Letter from Q3 2013. Small and Medium Sized Business Software Sector Dynamics It is well understood that one of the biggest shifts in the software...
View ArticleOnline Marketplaces: Our Perspective
This was featured in our Quarterly Investor Update Letter from Q3 2014. Breaking Down Online Marketplaces One of the most exciting areas we’ve examined over the past few years is online marketplaces....
View ArticleWhy We Like SaaS Businesses
This post was originally included in our Quarterly Letter to our LPs in Q4 2012, before Concur had been acquired by SAP for $8.3B. During our numerous meetings with our Limited Partners, many often ask...
View ArticleMarketing Software Dynamics
This post was originally included in our Quarterly Letter to our LPs in Q2 2013. LEC has made marketing SaaS investments in companies like Bazarvoice, Marketo, Monetate, Ensighten, Kapost, and...
View ArticleImportance of Business Model Purity
This post was originally included in our Quarterly Letter to our LPs in Q4 2013. The Importance of Business Model Purity We speak with thousands of investment opportunities a year, and on average will...
View ArticleDiscussion on Unit Economics
This post was originally included in our Quarterly Letter to our LPs in Q2 2015. Deal Lingo – a Discussion on Unit Economics Investors and entrepreneurs frequently throw out the term unit economics as...
View ArticleThe Road to Autonomous
This post was originally included in our Quarterly Letter to our LPs in Q3 2016. The Road to Autonomous Introduction Uber is one of our investments at Lead Edge. We believe it represents one of ......
View ArticleThe Changing Retail and E-Commerce Landscape
This post was originally included in our Quarterly Letter to our LPs in Q1 2017. The Changing Retail and E-Commerce Landscape The team at Lead Edge often thinks about the changing structural dynamics...
View ArticleSecurity with sticking power; why we invested in Duo Security
By Brian Neider and Mitchell Green, Lead Edge Capital We would like to send a big congratulations to Duo Security, who today announced that they’re being acquired by Cisco for $2.35 billion. Today’s...
View ArticleLEC Operating Partner Lorrie Norrington at Startupfest 2019 in Montreal
Lead Edge Capital Operating Partner Lorrie Norrington joined a panel called “Founding, Funding and Structure” at Startupfest 2019 in Montreal on July 9, 2019. Lorrie shared insights from here diverse...
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