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TBJ Investments
The DMV
Executive | Entrepreneur | Investor
Recent Activity
As expected, a second wave of clean energy investing is now in force. Experienced investors from the first wave (2005-2014) who had less than impressive returns are back in action. Much like the second wave of internet investing that led... Continue reading
Posted Nov 5, 2020 at Head in The Cloud
Recent Media Appearances: https://www.youtube.com/playlist?list=PLozrF7JyXfJ9WDTCG7cv9zPSWsWh2tDbc Continue reading
Posted Oct 17, 2020 at Head in The Cloud
Here's where SPAC's make sense: If you take the old school mentality that an IPO is a financing mechanism, and not a liquidity mechanism, a SPAC is ideal for Cleantech. A SPAC IPO provides access to funding to take a... Continue reading
Posted Oct 13, 2020 at Head in The Cloud
Predictions for rest of 2018: 1. SAFE Notes will increasingly show themselves to be one way piers, and not bridges to preferred rounds 2. Lowered barriers to entry mean that there is an oversupply of SaaS companies. We're start to... Continue reading
Posted Feb 12, 2018 at Head in The Cloud
Congrats to iRhythm Technologies on their IPO today! Proud to be an investor. Continue reading
Posted Oct 20, 2016 at Head in The Cloud
Quick Summary of Past/Current Investments: * Mohr, Davidow Ventures ENF VII * Mohr, Davidow Ventures ENF VIII * Bessemer Trust Meadowbrook Equity Fund * Buzzient * BionTTech * Eba Systems * OpenVision Technologies * Veritas Software * Symantec * CardioDX... Continue reading
Posted Jul 11, 2016 at Head in The Cloud
Seems that the #Brexit is settling in. From my experience running a software operation from the UK with multiple European operations and customers, it's about to get nasty if England(!) doesn't get access to the Common Market. Bring back the... Continue reading
Posted Jun 29, 2016 at Head in The Cloud
Venture capital (VC) firms spent over $25 billion funding clean energy technology (cleantech) start-ups from 2006 to 2011. Less than half of that capital was returned; as a result, funding has dried up in the cleantech sector. But as the... Continue reading
Posted Jun 25, 2016 at Head in The Cloud
Research I contributed to on Cleantech VC is now up on SSRN. It made the top 10 Downloads list: http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2788919 Continue reading
Posted Jun 25, 2016 at Head in The Cloud
Great to have @POTUS call for Silicon Valley to get more involved in National Security. In reality, the valley has taken a 10 year hiatus from this domain. Continue reading
Posted Dec 7, 2015 at Head in The Cloud
There's an interesting article today by Sarah Lacy in Pando Daily. In it, she analyzes why there seem to have been a lot of high-profile failures among "celebrity" startups that had raised tons of money, and were being touted as... Continue reading
Reblogged Aug 12, 2015 at Head in The Cloud
Here's my recent comments on Fred Wilson's blog re: Tech Diversity http://avc.com/2015/01/some-thoughts-on-workplace-diversity/#comment-1784511010 Continue reading
Posted Jan 10, 2015 at Head in The Cloud
I'm hearing more and more about Open Data. Good discussion to have; we don't need to create as much new data as much as provide access to what's already there... Continue reading
Posted Jun 24, 2014 at Head in The Cloud
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Lots of big VC rounds are being raised. A number of companies have raised $100M+. It's probably important to note two things: 1. The collective market caps of companies in certain sectors exceed the market sizes of those sectors 2.... Continue reading
Posted Jun 10, 2014 at Head in The Cloud
Source: Flickr via www.brucedaley.com Needless to say, the campaign would be quite...explosive... Continue reading
Reblogged Mar 7, 2014 at Head in The Cloud
In his Siebel Essentials blog, Alexander Hansal continues his exploration of the Siebel Open UI. via www.brucedaley.com VERY interesting. Oracle going to monthly updates on Siebel.Implies a lot more life in the platform. This is logical since Oracle gets $1B... Continue reading
Reblogged Jan 30, 2014 at Head in The Cloud
By Bruce Cleveland via www.brucedaley.com Couple points to add: 1. Siebel maintenance spend is actually growing not decreasing. Siebel customers spent $1B on maintenance in 2013, up from about $600M in 2011. 2. Saleforce may dominate the edge of the... Continue reading
Reblogged Jan 27, 2014 at Head in The Cloud
2013 was a year of transition. 2014 is going to be a year of dramatic changes. First off, we've made a few key moves at TBJ Investments over the winter. The most dramatic of which is that we moved out... Continue reading
Posted Jan 25, 2014 at Head in The Cloud
Adding to its portfolio of CRM solutions, Oracle Corporation (NYSE: ORCL) has entered into an agreement to acquire Responsys (NASDAQ: MKTG), a cloud-based email and social marketing company to be part of the Oracle Marketing Cloud. Under the terms of... Continue reading
Reblogged Dec 20, 2013 at Head in The Cloud
By Richard Napier via www.brucedaley.com Why the Buzzient Social CRM offering for Siebel is superior; ability to link social data to current systems of record! #buzzient Continue reading
Reblogged Dec 19, 2013 at Head in The Cloud
By Richard Napier via www.brucedaley.com Unique to Buzzient is the ability to do Social CRM for Hosted, On-Premises, and Hybrid configurations Continue reading
Reblogged Dec 13, 2013 at Head in The Cloud
By Richard Napier via www.brucedaley.com Great summary from On Demand Education on the value of adding Buzzient to Siebel for Social CRM. A TBJ Investments portfolio company! Continue reading
Reblogged Dec 6, 2013 at Head in The Cloud
The opposite of play isn't work, it's depression via www.brucedaley.com Great points by Bruce Daley from CCE2013. I'd also add that Social is a clear theme for all the enterprise players, and customers have this on the NEED list. Continue reading
Reblogged Nov 22, 2013 at Head in The Cloud
A leading Siebel blog has launched an applications exchange for Siebel specific code similar to Salesforce.com's AppExchange. Called the Siebel Store, the new marketplace is the brain child of Oli Ollerenshaw a long time Siebel consultant. via www.brucedaley.com This is... Continue reading
Reblogged Aug 9, 2013 at Head in The Cloud
EarthIntegrate has integrated its Pando Distributed Enterprise Marketing Platform with Oracle's Siebel CRM and will use the interface to help onboard a large financial institution. The institution in question has agreed to a $3,500,000, three-year contract in an effort to... Continue reading
Reblogged Jul 27, 2013 at Head in The Cloud