Emberline

“The other companies that we acquire were a hundred percent cash out, which is a little bit different.”

“We were in a deal last year that fell apart. Cause we were trying to do a deal that had all those four ingredients, but not the fifth, which was having someone who's trustworthy on the other side of the table.”

“The data shows world's getting hotter and drier. And that means there's going to be more fires. It's very clear correlation.”

“And a lot of investors view the transition as one of the biggest risks in any deal where it's the handoff. So you really need like a willing seller and a good seller that believes in the people in the company because they know it's not over.”

“We're a hybrid. We have a fund structure, right? With limited partners in it.”

“I think one of the interesting things about our job is, is there an opportunity to invest in companies that look boring and then make them tech companies? And that's very different. I don't think a lot of people are saying that they're mostly sort of saying, o…”

“It's the new domain that we bought for our aviation businesses and we bought it from a guy who was in film, and I reached out to him out of the blue. I said, hey, if you're gonna hang up your hat it was, you know, he's a film producer, and he owned airworthy.c…”

“And we have a majority of Western States on the platform. We do it all for the California office of emergency services. We and we do it for the feds, for the federal government, for the U S forest service.”

“We don't hedge it out, or I don't think of hedging it out. Like I would like buying a put, I think it was something like a task or a process. So I spent a lot of time thinking about what could go wrong.”

“We started Emberline. We raised money and really around the first thematic view was the world is going to burn down. How do we put together the right technologies to mitigate risk? And at the time, what we saw was the world was set up around sort of legacy inc…”