Archive | February, 2006

Why we invested in Sipphone, developers of Gizmo Project

Dawntreader Ventures has just led a $6mm round of financing in Sipphone, its first outside round of capital.  We look forward to working with Michael Robertson and Jason Droege to fuel continued growth in the Sipphone and Gizmo Project service and to roll out new features and functionality.  As you can see from Michael Robertson’s […]

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What are the key drivers of your business?

Scott Maxwell has another excellent post on his blog.  This time it is on a company’s need to measure and monitor their business.  In an early stage business, I typically see two types of companies.  There are those companies that do not measure and monitor much and instead drive their business by a "seat of […]

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Google – look at the bigger picture

As we all know, Google got whacked because it missed Wall Street’s projections.  Sure, investor expectations are quite high for Google especially when they are paying 90x earnings.  However, the reality is that the company is still performing quite well.  From my perspective, when investors pay such high multiples for these companies, the inevitable correction […]

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