thredUP Looking Picture-Perfect

Startups often begin their lives like fuzzy pictures where you can make out some of the major features, such as the founders, market size, and customer pain point, but where there is blurriness around how the business will actually work; over time, with perseverance and hard work, the startup’s “picture” comes into sh...



Investing in a Movement

I wasn’t at Trinity when we invested in Starbucks. It’s part of our firm lore — the stories we learn in the first few months after joining that contribute to our culture and shared history. It’s a great story.

My Journey to Bulletproof

Many of us at Trinity are interested in health and personal improvement. And like that one Crossfit adherent we all know, later-in-life converts to anything tend to be the most rabid evangelists. That could have been my story.

Our Investment in Cohesity

Data is king. And those who use it to gain insight are able to rule. Driven by the unprecedented rise in devices and systems that generate data, and the insatiable appetite for enterprises to consume and analyze it, secondary storage, that includes the “capacity tier,” which backs up the “performance tier” is experi...

The Customer Success Era

The world of enterprise software has had two epochs. In the beginning sales was king. Individual reps would chase new accounts for months, sell as much as possible, then move on to the next opportunity in their pipeline. Above them in the funnel was the marketing department, who made sure there were always enough qualified ...

The Future of Cyber Security

Each year I attempt to parse the hundreds of new security vendors I saw and distill from them a handful of themes. The value to me is knowing what questions to ask the major security buyers to forecast interest in a startup’s solution. It also helps to predict future competitive convergence among different solutions —...