Tag

theme

Raving Fans – How Our Themes Evolve

We had our Foundry Group annual meeting yesterday. I enjoy our annual meetings – we get to spent a focused chunk of time with our investors. We have a straightforward meeting – a dinner for our advisory board the night before, drinks after for all LPs, our advisory board meeting first thing in the morning,…

Adhesive – A Sticky New Foundry Group Theme

Today Seth posted a new blog on the Foundry Group site titled Foundry Group’s AdTech Investing: Adhesive. While we’ve seen a billion AdTech related investments, we’ve only made a few of them over the past three years. We are huge believers in the macro of digital advertising, but we think the morass of much of…

Distribution – A New Foundry Group Theme

We’ve put up a post on the Foundry Group site about a new theme of ours we are calling Distribution. We’ve been investing in this theme for a while but have continued to formulate exactly how we think about it. I’ve talked about our thematic approach to investing many times in the past.  Every now and…

Blur is Coming

I’ve been hinting about a new conference that we’ve been working on with Eric Norlin that complements Defrag and Glue.  Eric is about to launch it and the splash page for the Blur Conference is up. If you are familiar with Defrag and Glue, you know they are built around two of Foundry Group’s themes…