“
I've done this three times now. Data Domain, ServiceNow, Snowflake. The playbook is the same: great technology, mediocre execution. Fix the execution.
“
We focus on established software companies with loyal customers and strong switching costs — businesses that can be improved operationally rather than reinvented from scratch.
“
The opportunity in enterprise software is not in building the next unicorn. It is in taking proven businesses and making them excellent.
“
Real-time information is the most valuable asset in any business. The companies that win are the ones that act on information before it goes stale.