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PerspectivePortfolioHow To
At Menlo, we encourage our companies not to neglect the supply side, as supplier retention is directly correlated to overall platform quality and NPS.
Perspective
Let’s Get Vertical
Within a broad horizontal marketplace, it becomes more difficult to achieve sufficient liquidity, whereas a vertical marketplace immediately brings together buyers and sellers seeking…
Perspective
All About the Rake
It’s simply inevitable that high-flying businesses’ growth rates will moderate over time, as the universe of unaddressed consumers becomes smaller, and each incremental sale…
Portfolio
Power Play: Cisco to Acquire 1 Mainstream
Today, Cisco announced the acquisition of our portfolio company 1 Mainstream. Congratulations to Rajeev Raman, founder and CEO, and the entire team!
Perspective
Breach Analytics: The Next Billion-Dollar Investment Opportunity
Based on the very nature and prevalence of today’s data breach incidents, most of which go undiscovered for many months, the promise of breach…
PerspectivePortfolio
The Only Metric That Truly Matters for a Marketplace Is the Shadow Market
If a marketplace expands into the “shadow market” (or a class of buyers that was previously unavailable to a supplier), then it has the…
Portfolio
Red Hat Acquires Ansible, Growing Opportunity in DevOps
This acquisition will immediately catapult Red Hat—already a leader in hybrid cloud—into an industry leadership role in the fast-growing DevOps segment of cloud computing.
How ToPortfolioPerspective
10 Laws of Successful Marketplaces
It has many names: the Sharing Economy, Collaborative Consumption, the On-Demand Economy, and even most recently called by Presidential candidate Hillary Clinton, the Gig Economy.
Perspective
Taking Stock: Ranking the Next Billion-Dollar Cybersecurity Markets
This post originally appeared in the RSA Conference blog. With IT security spending estimated to crest the $75 billion annual mark before the end of…
PortfolioPerspective
Menlo Talks Mergers: A Discussion with Kayvon Beykpour of Periscope
There’s a saying in venture that you’re too early, too early, too early, too late. With Menlo’s investment in Periscope, which was acquired by…
PortfolioFunding
Platform9, the Easy Button for Private Clouds
No matter where one stands on the religious divide of private vs. public clouds, one thing is certain: Getting a private cloud up and…
PortfolioFunding
GIF for Messenger(s): Menlo Invests in Riffsy
Messaging has been the primary use case and daily utility on mobile phones long before WhatsApp and Snapchat became household names.