Sramana Mitra: You have already cited some of your highlights. Can you talk about other companies that were really interesting companies out of your portfolio that are really emblematic of how invest? Tim Guleri: I talked about the three buckets. I’ll give you examples in all three. The first one is next generation infrastructure. These
Sramana Mitra: In a lot of cases, businesses that are selling into the enterprise have the structure of a big deal. When you have larger ASPs, often, it is easier to build companies for less money because the cash flows differently. Tim Guleri: When I was a CEO, I used to say to my sales
Sramana Mitra: Double-click for us on the stage question. You like to be the first institutional money in. What do you like to see? Let’s say you are doing a Series A deal. What do you like to see in it in terms of metrics and validation? What are the requirements to qualify for your
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Tim Guleri was recorded in April 2018. Tim Guleri, Managing Director at Sierra Ventures, discusses at length his firm’s investment thesis, unique relationships with CIOs, and some of the industry trends he