Energize – 2022 Year in Review

Energize – 2022 Year in Review

A link to the post on the site for the full post can be found here). Below is also the text. My two cents: At Energize we have 5 ethos written on the wall. One of those core tenets is “We choose to grow, together”. 2022 was a great year for Energize Ventures and our year-end figures …

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Track Record Attribution: Relay Races vs. Sprints

Track Record Attribution: Relay Races vs. Sprints

To deploy capital as a professional investment firm, first the firm must raise capital for the specific Fund strategy. The capital contributors in a Fund vehicle are called “Limited Partners” and tend to be institutional asset managers, family offices, corporates or individuals. There are several ways these firms evaluate a prospective firm (aka “Manager”), the …

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The Targets of Big Balance Sheets

The Targets of Big Balance Sheets

Goldman Sachs has a podcast called Exchanges at Goldman Sachs. They kicked off their 2023 series with a summary on the M&A outlook for 2023, titled “Complex but Optimistic Outlook for Deal Making” There were 5 topics in here that jumped out to me for their relevance in the current environment. I also thought these …

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The Current State

The Current State

Hello everyone… I hope your 2023 has been starting well! Our team is back and already geared up for another tremendous year. But first, a quick look at the current market. 2022 was a tumultuous year with dramatic public market swings. There are now daily announcements of sizable layoffs from technology giants like Salesforce, Amazon, …

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The Annual General Meeting

The Annual General Meeting

Yesterday Energize hosted our 5th annual investor day. While these events can be high stress, I enjoy them because they give the team the ability to show our LPs all of the work going on behind the scenes. The sentiment was positive but cautious. On one hand we have macro concerns and on the other …

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DroneDeploy acquires StructionSite, M&A is here

DroneDeploy acquires StructionSite, M&A is here

We are in the stage of the innovation cycle where capital costs are driving consolidation as investors and customers alike are looking for scale and value. Specifically, big corporates are very focused on moving budget to well capitalized and enduring technology companies and the the tech firms in this pole position are about to be …

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Choosing to Grow, Together- New Hires

Choosing to Grow, Together- New Hires

Here at Energize we have our “Ethos” on the wall in our main room… and speak about our core tenants frequently. One of those is “we choose to grow, together”. The implication there is that we could stay relatively small and constrained. But, we want to scale with the space so we can continue to …

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