All Articles
						Perspective					
								
					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.				
								
			
						PortfolioFunding					
								Menlo Marketplaces: Investing in UpCounsel
					We are excited to announce today our lead investment in the Series A financing of UpCounsel. This investment continues our strong investment thesis around…				
								
			
						Perspective					
								When Unicorns Take Flight
					At the start of this year, I was quite optimistic about the M&A environment, and I’m sure I wasn’t alone in the venture community.				
								
			
						









