by Matt Tanenblatt The other week, the Motley Fool described Shopify’s stock as the Tesla of E-commerce, which is no small comparison with the elevated importance of E-commerce in the midst of dozens of “shelter-in-place” orders around the country. Of course, with the recent market volatility, stock prices aren’t always the best indicators of the … Continued

By Jim Ferry The Internet has and will continue to change how money is exchanged.  This is especially true in the social distancing and quarantined environment we find ourselves in today. With most workers in the U.S. on lockdown, the physical movement of money is virtually at a standstill, accelerating a trend that was already … Continued

By Tomy Han Despite fears of COVID-19, RSA 2020 was as crowded as ever, attracting 36,000 attendees, 704 speakers, and 658 exhibitors, attesting to the sector’s growth and its expanding mindshare for enterprises and consumers alike. Cybersecurity has been an important sector of focus for Volition Capital over the last decade. Members of our team … Continued

The Bull Market Run Has Officially Ended. Now What? Two days ago, on March 11, 2020, headlines declared the end of the longest bull market run in history. Now what? This is the question we asked Larry Cheng (albeit a few days BEFORE the historic week we just experienced). Check out his original post,” What … Continued

by Mary Kate Marino Late last month, I attended the Global Pet Expo in Orlando, FL. With nearly 7,000 exhibitors, this year’s expo was one of the largest yet, and it has been impressive to watch the event grow over the years — the live pets are a nice touch, too.  As the first investors … Continued

By Mary Kate Marino Two weeks ago, I attended one of the oldest and largest retailing conferences in the world, eTail West. While the Volition Capital team was at the conference, we met with eight different companies at various stages in their startup journey. Though their products and experiences were diverse, they had one thing … Continued

While most enterprises can rely on large, upfront fees to drive revenues, SaaS companies rely on monthly or annual recurring revenues that can only make up for high customer acquisition costs over a longer period of time. The resulting delay in profitability in sales and marketing spending has made SaaS metrics both traditionally difficult to assess and of the utmost importance due to the need for long-term forecasting.

With a number of challenged IPO’s, along with the recent market correction, investor sentiment is beginning to shift away from companies riding on the back of a growth-at-all costs model.

The Virtualization of Digital Healthcare Twenty years ago, no one expected healthcare could be effectively delivered online. But, as we’ve seen in our own portfolio companies as well as the market at large, the continued maturation of Internet-enabled services has allowed for the capture of consumer spend in multiple new categories. We see healthcare as … Continued

The Movement of Physical Things If you look around a room, almost everything in that room – including some of the people – got there in a different manner than they would have five, even ten years ago. If you look at the movement of food, there’s Instacart and Doordash. If you look at the … Continued