enterprise software

“Me, personally, I've been looking, ah, a ton into Mobile-enabled services, so sort of the on-demand space. I've also been actively looking at drones and the drone space and AI, which is quickly emerging and as you, and also obviously enterprise software, given…”

“So at DAWN we look at two things. We look at enterprise software, which is mainly SaaS, but also a lot of open source stuff some on premise cyber security stuff and the second vertical we focus on is, is FinTech.”

“Our focus is mostly enterprise software and marketplaces. We, we've done a few other things, some ad tech, some commerce platforms and things like that. But really enterprise and marketplaces are the core focus and typically investing between two 50 K up to ab…”

“There is no reason to believe that the way that they would like to interact with information and technology changes dramatically when they enter the office environment, right? And so you know, as I would like to consume information on my mobile phone outside t…”

“From what I saw is that they are embracing the role of mobile and distributed workforces. In, in the enterprise, which to me is actually supporting what I was just talking about in, in the sense that, you know, you're introducing more and more consumer-like el…”

“I don't think that has any sort of embedded commentary on the future of enterprise investing. I think there's tons of opportunity left.”

“If you look at what Europe does best, or has historically done best, it's a lot of enterprise software, and sort of less You know, less consumer and less sexy.”

“I think I'm seeing a lot of kind of AI, not AI platforms, but AI being infiltrated across every segment of enterprise software. And I'm also seeing a lot of stuff where messaging is going from consumers to the enterprise as well. Messaging meaning you know, al…”

“And in consumer, I think it's harder to be a repeat consumer entrepreneur, right? Because you typically start an app, you know, let's say, and launch that thing, and then you try to start another one, but you can't bring that same customer base over. You've go…”

“I think developers are increasingly wielding more and more power in the enterprise these days, and it's one of those things where they're, you know, coding or develop, or using a new technology, they'll download it, or they'll try a free version, then they'll …”

“I think that You know, most people think to do something great, it's going to take a couple years. And I think those are such outliers. I think for the rest of the world, especially in the enterprise, you know, 10, 1213 years are really what it takes. And I'm …”

“I actually would argue that that either today or in the next three to four years is Opens opportunities for repeat entrepreneurs and opens opportunities for a new companies that will fill the gaps of those that have been acquired.”

“If you sell pure software and it's relatively lightweight and it has minimal customization, that the deal sizes will be, you know, much smaller than in the U S.”

“As to determining price, the way that I keep close track of exits in the markets that I'm in, so I have a spreadsheet of hundreds of exits in enterprise software, and I kind of have a feel, having done all that research, for what the sweet spot for an exit is,…”

“In software, I think the thing that people miss is, look, launching the product is easy. Heck, in enterprise software, it doesn't even need to be fully baked. It could be 40 to 60% made, and you have a great PowerPoint, and so you don't need this painful year …”

“Sector-wise, broadly speaking, our focus areas are Enterprise, consumer, fintech, and hard tech, and there's split across those sectors, enterprise being the biggest one, consumer being the second biggest”

“Really, the reason they do that is mid-market customers move faster, but of course, you capture less value, but you can get some velocity and you can get some market signals about product market fit in the mid market. And meanwhile, you're executing on a longe…”

“You can't be looking at pluggers that are just trying to make some middleware more efficient or Make ad matching a little better for Google, or what 90% of startups, frankly, are doing in the enterprise software space.”

“The venture industry has an abundance of herd mentality investors in what I call the crack of.com investing consumer internet enterprise software, where everyone has the same strategy and they don't seem to scratch their heads that they all have the same strat…”

“Unlike investing in enterprise software or consumer investing, the depth of knowledge needed to invest in the area is extremely, extremely deep and usually involves a PhD in some one of the areas that you're gonna invest in, in bioengineering or biotech.”

“All these people have been 99% focused on enterprise software. So any other vertical, you don't have as much impact because they're not investing in everything. They're primarily investing in enterprise software, and it might grow from there.”

“In our world, the more efficient you are, the faster you should grow.”

“In 96, Jeff Hoering saw the opportunity in enterprise software. And he was the, one of the first people, maybe the first person to really bet on it. He was 26 years old at the time.”

“The vast majority of people who have worked at Slack on the product and design side had never worked in enterprise software before.”

“In enterprise software, often more clicks can be okay because you bring people along. So a guided flow where you're only making one decision per screen can actually perform a lot better.”

“Yeah, I think that that works and it's harder to do, I think in enterprise and consumer because, you know, really a metric you care about is are people willing to pay for the product, but most of the things you do in a product don't directly affect that metric…”

“IT corporate budgets, they went from three hundred billion to seven hundred eighty billion dollars in enterprise software over the last 10 years. At the same time, we doubled the amount of people in shared services, eight to sixteen million, and we doubled the…”

“Because enterprise is a multi-polar world. It's not winner-takes-all. I mean, Peter Thiel's power laws works really well in consumer, but in enterprise, there's so many modes. I mean, compliance, regulatory, Incompetence.”

“So that's what happens in enterprise. It's the same shit getting rebuilt every 10 or 15 years in a different way with a different pitch.”

“So you have to have antagonists in the system. A small number should be cross-functional. You need to have someone technical. Well, in enterprise software, you need to have someone, you know, product, Someone technical, and some naysayer, as like the core thre…”

“In enterprise software, you got to know how that shit works, because otherwise you'll give, make bad decisions because you won't understand the dependencies, right?”

“On the consumer side, I'd say real traction on enterprise software. Potentially more sustainable.”

“It's companies that are enterprise first with the entire, like, cost structure and product structure of an enterprise software, and then want to open a PLG and go, hey, let's let people, like, sign up on their own. And like nothing works. Like the acquisition …”

“I will tell you that in the B to B space, there aren't that many people that come into enterprise software And weren't in enterprise software. So it's a little bit harder there.”

“You'll see in enterprise software more of a pattern of repeat entrepreneurs, also on average slightly older.”

“You don't, 24 year olds have trouble starting a database company and building up an enterprise sales force Meeting with the CEO of, or the CTO of Goldman Sachs to close that deal. It really doesn't happen that often.”

“Competitor advantage lasts for about two to three years in any enterprise software business.”

“I think in enterprise, there's definitely brute force and distribution does matter.”

“Especially that the software production costs and software creation costs are going down so dramatically, we're going to end up Moving towards a world where more and more of the software that enterprises consume are going to be customized and custom built and …”

“The bet I would take is if you take a slightly longer term view I do think you will be able to price to increase price pricing power, but the way you're going to do that is by really replacing elements of work.”

“What most people end up doing Is doing this the wrong way, right? They go to SOC II saying, what can I build? And then they build the thing SOC II says you shall build. Which is why all enterprise software ends up being shit.”

“The other thing is that you forget how sticky enterprise software is. There's not a lot of like mass displacement of enterprise software. It kind of just stays for decades. It's really hard to displace an enterprise software company.”

“People buy product for three reasons. They either buy it because it's gonna help them make money, they buy product because it's gonna save them money, or it's gonna keep them off the front page of a newspaper, which is usually what security products are being …”

“The way you sell, the revenue models, It's changed from commit-based revenue to usage or consumption-based revenue. So now you had the dollar values in the contract were just words. You only made money when people actually use the product.”

“There's not as much innovation in the true enterprise. Not B to B, not mid-market, but gnarly big problems. It's just not what all the kids in SF know, right? And so there's always going to be less investment with A and S tier teams solving gnarly enterprise p…”

“I think AI helps the enterprises on balance and hurts the SMB players on balance. The SMB players just don't have as deep. They have a lot of data, but it's not as deep. You can disrupt them faster. The sales cycles are quicker. I don't know this. We'll see th…”

“The defensibility theorem emerges at scale, right? In other words, if you, I do believe what's true in most enterprise businesses, once you become the anointed winner, once a market coalesces and there's two or three people at that point in time, you know, It'…”

“The biggest issue for 2027 is agent fabric. People are under discussing this. They're all talking about evals and this crap. This is what really matters in the enterprise is agent fabric.”

“As long as they can demonstrate a path to margin expansion over the course of the next few years, while still growing at these unprecedented levels with very healthy balance sheets, I worry less about gross margins like we did five years ago in traditional ent…”

“There's no, you can't take Jason's agent out to a steak dinner to get him to buy your product. It just has to be better.”

“But what I've learned is like on the business side, They also don't like it if you don't charge them because they don't know how much it's going to cost one day. They want to know how much it's going to cost one day. You can't sell to a 500 person company and …”