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Soros On Venture Capital

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Atlasview Equity

Aug 23, 2023

Happy Wednesday folks!

Thanks for joining us for another edition of Atlasview Insights. We’re back with another week of sharing bite-sized insights that are relevant to small business owners, dealmakers, and investors.

If you are not familiar with Atlasview Equity, we are a private equity firm specializing in software and tech-enabled businesses. You can learn more about our team and investment criteria: here.

In this newsletter, we cover:

Soros On Venture Capital
Our Favorite Reads
Insights From Our Team

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We look for the following characteristics in our partner companies:

Industry: Software and tech-enabled businesses
Business Profile: Sticky B2B customer base
Size: Minimum $1m EBITDA or $5m ARR
Geography: The US & Canada

Whether you’re a business owner interested in working with us, or an intermediary with a deal to share, always feel free to reach out and get in touch with us!

Soros On Venture Capital

This could’ve been written today and it would still hold true as I’d wager we are in a similar position today. Too much venture capital has resulted in being overbuilt in technology startups as of late.

When Soros says “industry grew by the multiplication of companies” … this is what the author of Capital Returns was referring to as fragmentation. Too much capital flowing into a sector will results in fragmentation (new entrants), and in turn, investor returns worsening. More capital doesn’t mean more demand, but it certainly means more supply.

This book excerpt from ~35+ years ago is just more evidence that everything in finance is cyclical.

We learn lessons in bear markets but quickly forget them in bull markets.

Our Favorite Reads

OnlyCFO's Software World

Damage From Mediocre Sales Reps

Understanding the sales rep profile that maximizes that chances of success is key to building a go-to-market machine that is repeatable and can scale quickly. Many companies stick with the lower performing reps for too long for reasons such as: Desperation to hold on to ramped sales capacity…

a month ago · 24 likes · 3 comments · OnlyCFO

Mostly metrics

The B2B SaaS Golden Quadrant

a month ago · 7 likes · CJ Gustafson

Insights from our Team

Investing

Atlasview’s Investment Criteria

We look for the following characteristics in our partner companies:

Industry: Software and tech-enabled businesses
Business Profile: Sticky B2B customer base
Size: Minimum $1m EBITDA or $5m ARR
Geography: The US & Canada preferred

Whether you’re a business owner interested in working with us, or an intermediary with a deal to share, always feel free to reach out and get in touch with us!

About Us

Atlasview Equity is a private equity firm specializing in software and tech-enabled businesses. We combine patient capital with proven operational strategies to deliver predictable results for our stakeholders.