Kevin Stevens
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Latest

Jul
27
Private Equity Exits in Climate Tech and Critical Infrastructure Software

Private Equity Exits in Climate Tech and Critical Infrastructure Software

Since 2018, 244 software companies focused on sustainability tech or the digitization of critical infrastructure have been acquired. This includes
2 min read
Jul
25
No Need to Speculate, Sustainability is Here to Stay

No Need to Speculate, Sustainability is Here to Stay

Since the beginning of the year, the carbon credit market has been on a turbulent ride that reflects the public
2 min read
Jul
10
Momentum

Momentum

Momentum in business is like a slingshot. The further you pull the slingshot back, the more forceful the reaction in
2 min read
Jul
06
When Cash Becomes a Moat

When Cash Becomes a Moat

All cash spending doesn't create equal results. Legendary executives are the ultimate capital allocators as illustrated in William Thorndike's The
3 min read
Jul
01
Margins Matter

Margins Matter

"When we acquire a company, we care more about margins than growth."                                                                                                       - Fortune 500 CSO By now, we know
2 min read
Jun
02

5 Stocks Weathered the Great Recession Better Than Most, What Can We Learn?

All stocks are not created equal, some emerge from downturns stronger than they entered them. The performance of high-growth tech
1 min read
May
27

VMWare, a sign of things to come?

This week, Broadcom announced it would acquire VMWare for $70B, the largest acquisition in software history. Surprisingly, the acquisition comes
1 min read
May
16
Rule of 40 Rules All

Rule of 40 Rules All

Since 2018, YoY revenue growth has been the primary metric explaining public market software valuations. Now, the "Rule of 40"
2 min read
Feb
28

Energize Co-Leads Aurora Solar's Series D Round

At Energize, we promise to support our portfolio companies from Series A through to IPO. Today, we're thrilled to announce
4 min read
Feb
11
What's Old is New Again

What's Old is New Again

This week, Insight Partners announced an investment into Gamma Technologies [https://www.businesswire.com/news/home/20220209005270/en/Gamma-Technologies-Announces-Strategic-Growth-Investment-From-Insight-Partners] , a
1 min read