Invests in
Stages:
Locations:
Min Investment:
$1,000,000.00Max Investment:
$250,000,000.00Target Investment:
$25,000,000.00
Skills
Education
- TJ
Lists including Janelle
Investments
Work Experience
Partner
2020
Early-stage AI/ML apps, data infrastructure, defense tech, and developer tooling. Passionate about supporting technical founders from academic or research backgrounds.
2016 - 2018
Product Manager
2016 - 2018
07/16-06/17 Led product strategy and ops for SalesforceIQ 06/17-02/18 Led mobile development (iOS and Android apps) for Salesforce Inbox
2014 - 2016
Senior Business Analyst
2014 - 2016
Latest Articles
Substack•Aug. 2024
print(“Hello AI World”): Evolution of the developer economy in the age of AI
developer tools
data infrastructure
AI in coding
abstraction in software development
democratization of software development
Substack•Jul. 2024
Navigating creative destruction and potential diminishing returns in AI infrastructure
AI investment landscape
AI fundraising trends
evaluation approaches for AI companies
AI snake oil
AI systems and infrastructure
Substack•Jun. 2024
SaaS: Have reports of my death been greatly exaggerated?
SaaS industry challenges
AI disruption in software
public SaaS companies performance
future of SaaS
AI-powered services
Substack•Jun. 2024
Next Big Takeaways from Databricks Data + AI Summit and Apple WWDC 2024
Apple World Wide Developer Conference
Databricks Data + AI Summit
AI interoperability
Lakehouse architecture
Unity Catalog
Substack•Mar. 2024
TurbineOne: On a mission to modernize the military’s processing and exploitation capabilities into a holistic and efficient system
Substack•Feb. 2024
Cracking the consumer investing code: High-risk, high-reward
VC investing trends
consumer vs. enterprise investing
B2B investments
consumer tech challenges
market dynamics
Substack•Jan. 2024
AI’s Linux Moment (Chapter 2): Recent highlights of the open-source vs. closed-source model debate
Substack•Dec. 2023
SaaSy Predictions for 2024
cloud computing challenges in 2023
AI advancements in 2023
AI in venture capital
valuation reset in startups
AI regulations and governance
Substack•Nov. 2023
Seven SaaS resiliency lessons for doing business in a volatile market
software industry challenges
macroeconomic uncertainty
SaaS resilience
customer acquisition and expansion
pricing strategy
Substack•Nov. 2023
The recent waning of the founder-CEO premium… but why I’m still bullish in the long-run
founder-CEO premium
market capitalization
BVP Nasdaq Emerging Cloud Index (EMCLOUD)
public markets
founder-led businesses
Substack•Jun. 2023
Render ushers in a modern age of application development in the cloud
modern data stack
developer platform ecosystem
microservices
cloud application development
Render cloud platform
Substack•Jun. 2023
Growth-stage startup valuations: Guiding principles for comps selection
early-stage startup valuation
growth stage valuation
absolute value models
relative value methods
comparable company analysis
Substack•May 2023
Consumption vs. subscription business models during downturns
cloud delivery
economic models for software businesses
subscription models
consumption-based models
metered usage
Substack•Apr. 2023
Unraveling stock-based compensation overhang in the SaaS industry (Part 2)
Stock-based compensation (SBC)
Valuation implications of SBC
Managing SBC impact
Software industry
Investment strategies
Substack•Mar. 2023
A CEO’s tactical guide to driving profitable growth
profitable growth
software profit and loss statement
gross margin
cloud hosting costs
customer success and support
Substack•Mar. 2023
Retroactive predictability of 2023’s Black Swan: SVB’s risk mismatch in 10 graphs
Silicon Valley Bank (SVB) meltdown
startup ecosystem
Black Swan event
SVB balance sheet risks
tech industry concentration
Substack•Jan. 2023
Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain?
Substack•Dec. 2022
Product metrics that matter the most: A flywheel framework for cloud business leaders
Substack•Dec. 2022
Scaling GTM from $25 to $50 million ARR
go-to-market strategy
scaling businesses
annual recurring revenue (ARR)
ideal customer profile (ICP)
sales processes
Substack•Nov. 2022
SaaSacre 2nd wave: Macro double squeeze
cloud market downturn
Federal Reserve interest rate hikes
BVP Nasdaq Emerging Cloud Index
cloud company layoffs
investment multiples
Substack•Oct. 2022
Roadmap: The rise of synthetic media
Bessemer's Generative AI roadmap
Jasper AI Content Platform
synthetic media
AI-generated content
user-generated content (UGC)
Substack•Sep. 2022
2Q22 Cloud Earnings Recap
BVP Nasdaq Emerging Cloud Index (EMCLOUD)
FYQ2 earnings
Federal Reserve rate hike
forward revenue multiple
cloud fundamentals
Substack•Sep. 2022
Software powering the PLG era
product-led growth (PLG) business model
software categories
hybrid PLG/sales strategy
product-led sales (PLS)
PLG go-to-market (GTM) toolkits
Substack•Aug. 2022
Rule of 40 valuation premium: The relative impact of each efficiency score component
Bvp
Seven product strategies to prevent churn for B2B AI app leaders - Bessemer Venture Partners
B2B AI app churn prevention
AI adoption in enterprise vs. consumer
AI partnerships and integrations
User-centric product strategies
Data-driven AI moats