Insights

How PaaS and IaaS are Changing Software Business Models

Traditional software business models have been based on delivering installed software for up front license fees and annual maintenance charges, or more recently, subscription based software-as-a-service (SaaS). In recent years, the SaaS model has become prevalent, due partially to the expansion of mobile applications and pervasive broadband Internet infrastructure. In…

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Integrated or Connected, Part II: Beyond HCM and Why It Matters for Dell/EMC

Last month we examined the evolution of connected applications to integrated applications, specifically within the Human Capital Management software sector. In this article we take a closer look at the underlying technologies that are enabling an integrated approach, and what types of applications might benefit from such approaches in the…

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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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