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Disrupting the $700B Trucking Industry


Announcing our Series A Investment in FourKites   The movement of physical goods is a massive undertaking in every industry –  healthcare, industrials, retail, consumer products, etc.  The demands of businesses and consumers are increasing: we want our goods to be delivered on time and in a matter of days, not weeks.  At the same time, growth in over-the-road freight […]

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Checking the market’s temperature


Originally published on – May 20, 2016. Ajay Agarwal leads the West Coast team for Bain Capital Ventures, which he joined 13 years ago. Because he he has seen some market zigs and zags, we met him for coffee this week to talk about what he’s seeing in the market right now. Our chat has been edited for length. TC: Bain Capital Ventures opened […]

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How to create a billion-dollar SaaS company: Build a ‘system of record’


Originally published on – March 19, 2016. We’re seeing a lot of gloom and doom in the SaaS space and the techworld in general as valuation multiples have compressed and late-stage funding has become more challenging. However, there still exists tremendous opportunity to build large, valuable companies in the SaaS space. How can an entrepreneur do this? Build a […]

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Managing Your Startup In 2016: New Rules For A New Environment


Note: This post was originally published on TechCrunch on February 6, 2016. It’s a new environment for startups in 2016. Financing will get harder. Valuation inflation will dissipate. Profitability will be in vogue again. And old-fashioned business fundamentals will balance out the disruption frenzy of the past five years. Given the new investment climate, what’s an entrepreneur to do? To answer […]

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The Next Wave Of Enterprise Software Powered By Machine Learning


Note: This post was originally published on TechCrunch on July 27, 2015. Enterprise software is about to undergo radical transformation — a substantial change that will make the shift to software as a service (SaaS) look like a simple facelift. This transformation is being powered by machine learning. With machine learning, computers can process and mine data in real time to automatically […]

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There’s A $10 Billion Opportunity As Marketing Hits The Big Time


Note: This post was originally published on TechCrunch on April 3, 2015. Marketing is no longer the forgotten stepchild of enterprise software. Traditionally underserved and under-penetrated, marketing is finally receiving its fair share of attention by technologists, founders and investors alike. Gartner famously predicted CMOs would spend more on IT than CIOs by 2017. IDC estimates $32.4 billion in marketing technology […]

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