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Bezos is coming: Mapping Amazon’s growing reach –
Posted on 28.09.2017

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Amazon seems to be on everyone’s minds.

Toward the end of July and in the middle of earnings season, Reuters pointed out that Amazon had been mentioned in about 10% of all 2Q earnings calls. All earnings calls, not just tech or consumer. For the first time, executives at McDonald’s, Johnson & Johnson and 3M fielded questions related to Amazon. No topic, even Donald Trump, was broached as often. Startups, understandably, are feeling the pressure as well. No doubt hundreds of pitches to venture firms have been re-worked to answer the question: How will you compete with Amazon?

Recent history suggests Amazon doesn’t get every industry right. Amazon Destinations was supposed to make waves in the hotel booking market, until it didn’t. Amazon WebPay was introduced as a free online money-transfer service before it was scuttled altogether in 2014. Amazon PayPhrase and Fire Phone didn’t launch as expected, either. Just because Amazon wants to gain market share in new sectors doesn’t mean it can; many current or potential competitors may yet thrive in the Age of Bezos.

But much has changed for Amazon over the past few years, and two deals in particular, the $970 million Twitch acquisition in 2014 and this year’s $13.7 billion purchase of Whole Foods, are setting the stage for a number of new Amazon initiatives. Public and private companies alike do have reason to worry. Amazon’s new business lines aren’t random, and they’re following in the footsteps of proven business models and proven consumer demand. In many of the cases to follow, Amazon is making tweaks to existing solutions (often through deep product integration), offering them for free or low cost through Amazon Prime, and watching each market roil once the services are announced. The Amazon Prime ecosystem is growing in terms of subscribers and offerings, and the company’s loyal customer base appears strong enough for Amazon to wage dozens of battles at once. We selected five of the biggest markets Amazon has entered in recent years—food, fashion, entertainment, web services and on-demand services—and mapped out their private and public competitors that appear vulnerable to Amazon’s efforts. Each competitor now has to ask themselves a new question: If we can’t compete with Amazon, can we even survive?

 

Link to the article: https://pitchbook.com/news/articles/bezos-is-coming-mapping-amazons-growing-reach

Cash Lifecycle for High-Growth SaaS Companies? – By Alex Clayton
Posted on 15.09.2017

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Cash Lifecycle for High-Growth SaaS Companies?

SaaS businesses have a great model — pay to acquire customers up front then reap the benefits over time through long-term subscription contracts. The downside of this is it’s usually very expensive to scale into a public company. Managing cash is vital for any growth company, but especially for high-growth SaaS companies where there are heavy investments in customer acquisition and product development. Given the questions from portfolio companies and other founders, I wanted to understand what is the cash lifecycle of precedent high-growth public SaaS companies? I looked at a group of almost 45 high-growth SaaS companies and charted their average cash positions over time — from initial fundraising to post IPO. I also stripped out secondary transactions in the private markets (where I could) so that it was apples to apples with regard to dollars going to company balance sheets. Take a look at the chart below which summarizes the average cash lifecycle of almost 45 companies.

https://medium.com/@alexfclayton

 

 

Blue Tree Group Veröffentlichung im Venture Capital Magazin Sept 2017: „Nur Kapital reicht nicht mehr – Eine neue Generation von Venture Capital“
Posted on 08.09.2017

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Download Document in pdf-Forma1709_VentureCapitalMagazin_BlueTree_Artikel

We are hiring – Vice President Technology Investment Banking
Posted on 07.09.2017

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Blue Tree Group ist eine Investment Banking Boutique aus München, die sich auf die Beratung von Finanzierungs- und M&A Transaktionen von schnellwachsenden und Mid-Cap Unternehmen spezialisiert hat. Als Branchenspezialist berät Blue Tree Group bevorzugt Firme aus den Sektoren: Software, (Digitale) Medien, Maschinenbau und Automotive.

Der Schwerpunkt der Beratungsprojekte von Blue Tree Group sind internationale Kauf- oder Verkaufsprojekte von deutschsprachigen Wachstumsnehmen sowie Private Equity- und/ oder Fremdkapitalfinanzierungsprojekten von mittelständischen Unternehmen aus der DACH Region.

Wir suchen als Verstärkung für das Team in München einen:

Vice President (m/w) Investment Banking

Ihre Aufgaben

  • Projektverantwortung und -steuerung
  • Steuerung und Führung der Analysten
  • Verantwortlich für die Pre-Sales Phase
  • Akquisition von neuen Mandanten

Unsere Anforderungen

  • Studium an einer der Top 10 Universitäten in Europa
  • Fremdsprachenkenntnisse gewünscht (Englisch, Französisch, u.a.)
  • Mindestens 5 Jahre Berufserfahrung
  • Erfahrung als Analyst oder Associate in einem TMT Sektor-Team einer Investmentbank
  • Ausgezeichnete analytische Fähigkeiten und Problemlösungskompetenzen
  • Selbstständige Arbeitsweise und Spaß an der Verantwortungsübernahme
  • Teamfähigkeit und hands-on Mentalität

Bewerbung

Wir bieten Ihnen eine fixe und variable Vergütung, die über dem Branchendurchschnitt liegt. Konnten wir Ihr Interesse an einer Tätigkeit bei der Blue Tree Group wecken? Wenn uns dies gelungen ist, freuen wir uns auf Ihre Bewerbung inklusive kurzem Motivationsschreiben, Lebenslauf und Zeugnissen an:

Blue Tree Group GmbH        

Frau Marianne Baum                         E-Mail:   advisory@bluetreegroup.com

Emil-Riedel-Str. 2                               Telefon: +49 (0) 89 244 01 737

D-80538 München

We are hiring – Team Assistentin
Posted on 07.09.2017

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Raising Venture Capital? Take a “Discount” on Your Valuation
Posted on 07.09.2017

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https://www.linkedin.com/pulse/raising-venture-capital-take-discount-your-valuation-marc-lore

Zukunftsszenarien der Mobilität
Posted on 07.09.2017

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We are hiring – Werkstudent(in) im Bereich Business Development
Posted on 07.09.2017

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The Story of KKR – Youtube by the Institutional Investor
Posted on 07.09.2017

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http://www.institutionalinvestor.com/media/3728461/War-Stories-How-Kravis-Wasserstein-and-Rohatyn-Got-Outsmarted-on-RJR-Nabisco.html#.WZ3BfK2B23U

Wie ist die deutsche Digitalindustrie entstanden? Die Geschichte des Berliner Ökosystems
Posted on 07.09.2017

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Munich Start Ups: http://ittakesacity.de
Posted on 05.05.2017

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Download: Der deutsche Beteiligungskapitalmarkt 2016 und Ausblick auf 2017
Posted on 04.03.2017

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http://www.bvkap.de/sites/default/files/press/20170227_praesentation_bvk-jahresstatistik_2016_final3.pdf

JPMorgan Software Does in Seconds What Took Lawyers 360,000 Hours
Posted on 03.03.2017

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https://www.bloomberg.com/news/articles/2017-02-28/jpmorgan-marshals-an-army-of-developers-to-automate-high-finance

Goldman Irks Bankers With New Rules on Mobile Perks
Posted on 03.03.2017

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https://www.bloomberg.com/news/articles/2017-03-02/goldman-reins-in-mobile-perks-irking-bankers-with-10-for-data

T services manager Cherwell Software joins private equity giant KKR’s growing tech portfolio
Posted on 02.03.2017

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