Early Release Abstract – Examining the Qualitative Attributes Used for Selecting Investment Worthy Ventures in the B2B IT Subsector

Examining the Recent History of Qualifying Investment Worthy Target Ventures in the B2B IT subsectors.

Alan D. Wilensky, Analyst and Industry Relations Advocate
bizQuirk, LLC.

Abstract

Is the The B2B IT sector a difficult arena to source and place capital or, conversely, to harvest capital out of such deals? According to a diverse pool of analysts, including several specializing in the enterprise software and services sector, the past 15 years of high-profile B2B tech company consolidations driven by certain PE funds, has resulted in a reduction in overall availability of mid stage direct placement capital deals for well-established, maturing ventures poised for growth. This reduction in capital resources, and how it came about, is a troubling tale. The epilogue is even sadder as if that were even possible, describing the pollution that occurred in the aftermath of the B2B consolidations. The selection criteria and commonsense values became out of phase, upside down, leading to long-term damages. These are the wages of fear and doubt that reliably occur when sound targeting attributes are ignored. Applying the corrective selection targeting criteria  – no MBA required – when the next phase of capitalization restarts – and we shall see that these mature, well led, clearly innovative B2B ventures come to the surface, with long-established continuities of private ownership; these ventures have been overlooked en mass for the past 15 years in the B2B IT subsectors.

While it seems a bit  farfetched to state that, “better companies were deliberately ignored in favor of the now well-known, (even infamous) weeble-companies tagged by PE’s for toxic consolidation). They were all past their prime,  overstaffed, overstuffed, having long abandoned their founders drive and vision, and eschewing the technical staff’s architectural and system acumen.  The sordid mess. in a nutshell, stank of corruption, but there is still hope….

We all know that no one can stop a true inventor –  the Edison’s, the Teslas, the Jobsian leaders….these brilliant, hard-headed, are true to themselves (and to the very wordInnovators  –  they never go away, they continue to innovate and improve, and gain more ground.  Continue reading

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Saving the Newspaper business

Toilet paper
Image via Wikipedia

With apologies to Scott Karp.

I hereby announce the first major aggregator of legacy newsprint style reporting for the 21st century, “ReadWipeWeb.com” the first newspaper printed on 100% recycled toilet tissue packaged on a 1000ft. long, 24″ wide roll. Read, then wipe. The content will also be available on the web – get it?

Each 10 year subscription will also include, as our gift to you for subscribing, a 27″ Apple iMac of 2009 vintage, to be used as an a Kindle style reader. That’s right, a specialty modified Macintosh all in one computer on a wheeled hand truck with self-contained fuel-cell power (butane gas-powered fuel cells really exist). An honest to goodness TSA waiver is included. An attractive hinged cover is included, making your new e-book reader look very similar to an oversized Surface tablet. I know that Sony now makes  a 19 inch Android tablet , so this is my contribution to the product matrix.

 

So, !000FT of toilet paper roll printed with Web Finance and Deals news from the Valley, and a 2009 Vintage iMac 27 i7 converted to a e-book reader, powered by a Butane Fuel Cell. you want a 4G Portable WiFi Hotspot? Go buy one, ya big dummies!

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What happened to the ThruDispatch Articles??

The business plan and slides for Thrudispatch, the intelligent mobile work order scheduler and virtual AI Dispatcher for Self-employed independent service  businesses, like Towing and mobile locksmiths, etc. can be found on Scribd.com

 

I want to give credit…but?

This hilarious shot of a Paul Graham robot killed me; I want to give a credit, but I don’t know who.

I pitched to ycombinator regarding the ThruDispatch plan (not in person), and I think, Mr. Graham wrote back (which was nice), “why the hell would you want to go into that business?”.

I love the whole ycombinator setup. And you can see some video I took of the Former Kiko crew on premises there. Here we are. Video of the Kiko founders at ycombinator.

Check this out:

I think the photo credit links here

Techno Reality Dame Confidential

From the Series, ‘Down and Out in Silicon Valley’.

(Names and locations changed to preserve the privacy of those involved).

After the last troubling meeting with the tech-slackers, I had to see Tabbatha again. She stood out as the one with understated elegance, and showed no need to tear down the idea as a knee jerk response.

Indeed, the response I have come to expect when presenting ThruDispatch was not a cool refusal, but a vehement castigation of the idea in its essence. These exchanges were often punctuated with an assault on my character, resume, acumen, and motives. You could almost certainly identify which coast the critique originated from – bile and personal attacks generally came from the Bay area, cool refusals and weak advice from the Yankees.

Tabbatha agreed to see me at her workplace conference room. She was a partner in a prominent design studio, and highly placed, at that. It made me wonder why she was hanging with the slacker programmers at that Mission District hole of an apartment? So I asked, “what gives, Tabbatha, you have a really prominent design job, are technically very savvy, and I see you now dressed in a very sharp and conservative getup. Hmmmm?”, and I gestured at her designer business outfit. Continue reading

A Father’s Love Shall Not Be Leveraged

From the series, “Down and Out in Silicon Valley, the Chronicles of ThruDispatch”. (Names and locations are changed to protect the privacy of the parties).

I was called to the palatial Atherton home of Hiryu Watanabe, father of Hiroshi (Hank Watanabe). A rich man beyond the dreams of even the Valley’s moneyed, he retired from the board of Mitsubishi Heavy Industries after a distinguished career of 40 years. Estimated net worth: 800 Million.

We had spoken on the phone briefly about his troubled son; he spoke and I listened about the all too common meltdown that occurred when Hank got tied up in a software project. Hank’s love was his poison. The father had been dealing with this since Hank started the downward spiral, shortly after gathering his doctorate from Standford.

I didn’t quite know what to expect, or what the subject of our conversation would be. I halfway assumed that maybe, maybe Mr. Watanabe Senior had gone through Hank’s things and found the ThruDispatch code. But, I had written it off already, and I didn’t want to personally pursue it like a vulture; at any rate it was very preliminary and useless to me, for now. I was mystified at the invitation. Continue reading

Ejected from Business Incubator: Part Two: Working with a Congenial Genius

Continued from part 1. From the Series, “Down and Out in Silicon Valley” by,  Alan Wilensky

“Hiroshi?”, I said in a rising, non-threatening voice. I wanted a combination Mr. Rogers and benevolent older brother tone. “How you doin’, man, we really didn’t have a chance to formally introduce ourselves, I’m Alan Wilensky, I am so sorry about getting involved at the incubator and getting you…..hospit…al…ized, er…ah…I mean…I didn’t know who you…” I was sputtering.

Hiroshi chimed right in over me, “what you talking about”. This was the first time I actually heard his speaking voice, which was a fully Americanized accent. Hiroshi was, as I later found out, of Japanese and American descent, and preferred being called, Hank. We are getting way ahead of the game, however.

“What involved, what hospital, what are you talkin’ about man?”, he was off to the races, although one can’t actually blame the man if he remembered nothing of the incident!

(internal whisper to self: whoa, big fella, lets not let things spiral into incivility so soon and so blunderingly)

“You know”, I said as I drew closer, a little, “with Claudia, that Thursday? You were crashed out in the Networking lab?”. Where was this conversation going?

“huh..uh, yup. Crap man, I was just napping there ’cause I don’t like my room at the group house, but…,” he raked his hand through his longish hair and followed with, “..but I don’t recall leaving…..”….his voice trailed off in a suspended thought.

I needed to get the conversation back on track, so I gave him the only thing I had, my best Monty Python lines, “Well, what of that, Roight! Roight!”. “To Business!”, I punctuated.

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