Software Pulse

Business Strategy for Software Executives

August 23, 2005


New Ideas from Software Investors

Experienced VCs and private equity partners share their perspective on what's "hot" with everything from ASPs to SOAs.

By Maryann Jones Thompson, Sand Hill Group

Given the dramatic changes going on in the software business today, it is no wonder that software investment is also rapidly evolving. Although venture capital investment is down from its peak, software continues to account for more funding than any other sector. At the same time, leverage buyouts, spinouts and strategic investments from corporate partners are on the rise.

At the Enterprise 2005 conference earlier this month, a panel of veteran investors discussed the very latest thinking on software funding trends.


10 New Opportunities

Don't miss Romesh Wadhwani's analysis of the trends which will lead to significant new prospects for today's software vendors from last week's newsletter. The combination of technology, business model evolution and slow moving megavendors will leave the door wide open for new players.


Competing with China

Mike Nevens sends an on-the-ground report from the world's largest nation about its potential for domination and secret weapon - its people - in this week's installation to the Blog on Software in China.

"Bye-Bye Venture Capital Pie"

Sure, software VC is still flowing. But not like the old days. Read Phil Bookman's ballad about the "old days" in this week's post to the Blog on Random Musings.

Share your insight on the software business. Email us with your submissions to the Blog.

Poll: Software's Biggest Grabber?

At the Enterprise 2005 conference earlier this month, attendees were asked to predict which technology company will make the most software acquisitions in 2006. What do you think?
Take our Pulse Poll >>

Last week, visitors gave their opinions on what "dark cloud" hangs over the industry. Nearly half of attendees at the Enterprise 2005 conference said customer satisfaction was the software business' biggest problem, followed by growth (20 percent.)
Give your opinion and see the perspective of visitors >>

More at

Read the most important enterprise software industry news of the week >>

Monitor the latest software venture capital deals >>

Size up last week's software M&A deals >>

See who’s made it to the top in our list of recent software executive appointments >>

Send us your feedback on this newsletter and the site.

Parting Thought

" If you see a bandwagon, it's too late."

- Sir James Goldsmith

Courtesy of Malcolm Kusher, The Kushner Group