Bessemer Venture Partners
Check: $1M-$100M+ (multi-stage, BVP has $3.6B+ under management)
The cloud computing investor. His annual 'State of the Cloud' report is the definitive industry reference for cloud/SaaS metrics. Bessemer's 'Cloud Atlas' benchmarking tool is used by thousands of SaaS companies. The firm publicly lists its 'Anti-Portfolio' — companies they passed on (including Apple, Google, Facebook, Intel) — as a reminder of humility. Data-driven, metrics-obsessed approach to SaaS investing. Has been investing in cloud for over two decades, since before 'cloud' was even a common term. Believes AI will fundamentally transform labor-intensive enterprise processes and that the next generation of cloud companies will be 'AI-native' rather than AI-augmented. BVP created the BVP Nasdaq Emerging Cloud Index (EMCLOUD) tracking public cloud companies — a widely referenced industry benchmark. Byron sees vertical SaaS (purpose-built cloud for specific industries) as one of the largest remaining opportunities.
SeedSeries ASeries B