Insights

Integrated or Connected? Exploring the consolidation that happened, and needs to happen, in HCM software

Integrated or connected, what is the difference? In the world of enterprise software, the term “integrated” is used liberally to describe systems that “connect” and pass data to each other. But the word integrated suggests these systems are actually woven together, which is rarely the case. At Bulger Partners, we…

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What You’re Missing When You Skimp on Tech Diligence Part II: Open Source Software

“He who sells what isn’t his’n, Must buy it back or go to prison.” Daniel Drew, 19th Century American Financier In Part I of this series, we covered several ways in which tech diligence identifies technical debt and other risks that can lead to unexpected costs and value impairment. In…

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Growing Pains for Amazon

It is shaping up to be another great year for Amazon and one that represents some big milestones for the company. In the company’s most recent financial quarter, which also marked its 21st year of operation, finally showed signs of tackling the long-standing bugaboo of profitability. It reported earnings that…

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Can An Algorithm Help Start-Ups Get Credit?

The team at CB Insights is great at delivering high level data on trends in the private funding market. I use their data frequently in my analyses. On Tuesday they announced a private company scoring product called Mosaic.  The product seems designed as a proxy for the Dun & Bradstreet credit reports that…

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Report: Private Capital Market Update 1H 2015

// // The team at Bulger Partners tracks a unique tech-focused data set that integrates private equity growth tech investment with late stage venture to capture growth capital activity. We also analyze the sectors within the technology industry that are attracting capital and the trends in financing terms, offering different…

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VCs Work for School Teachers

The New York Times awoke to the surge in private market investing yesterday with an article that contributed relevant quotes about why many CEOs prefer to avoid an IPO.  They even found a tech CEO who admitted to being “terrified” of the public markets.  Ouch.  The NYT article can be found…

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Five Ways Digital Advertising Is Rapidly Transforming

From Madmen to Real Time Bidding – We’re Not in (Advertising) Kansas Anymore Over the arc of the modern advertising business, we’ve seen several key developments – the rise of the agency, the first TV ad, the development of iconic brands and, with the emergence of the Internet, an increasing…

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Are the Unicorns Deceptive?

The private market is so healthy that even Silicon Valley journalists are publishing the “B” word (“Bubble”, not the one that rhymes with rich).  The robust private market has made the tech IPO an after thought; so much so that we are headed for the lowest issuance since 2009.  The…

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Raising Growth Capital? Use A Banker

Smart companies are adapting as the growth capital market has evolvedDisruptive tech companies are good at product and business model innovation, but they can be just as guilty as a Cleveland steel mill of “way we’ve always done it” operating behavior.  One behavior that puzzles me is the CEO or…

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What You’re Missing When You Skimp on Tech Diligence

Throughout my career I have led hundreds of diligence assignments, first as a CTO and Corpdev exec, then as a venture investor, and most recently as co-head of a software-focused strategy consulting practice. While this work has covered all facets of diligence, a majority of these assignments have been product…

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