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The Founder’s Market Story is More than TAM/SAM/SOM In prior articles, we explored Blu’s 5 Ts framework to evaluate potential investments: Team, Traction, Technology, and Terms. While Team often takes precedence (weighted 30-50% in our evaluation), I want to dive deeper into a critical yet frequently misunderstood component: Total Addressable Market (TAM). Why Markets Sometimes  Matter as Much as Teams As angel investors, we're often told to "bet on the jockey, not the horse.

ThreatMate has developed a platform that provides attack surface management and cyber risk governance, specifically designed for the SMB market and delivered through MSPs.

Why do investors choose to invest in one company over another? Given there is an ambiguous mix of art and science in the decision, almost every seasoned investor uses a framework to organize their thoughts around important criteria of a business.   At Blu Ventures, we rely on the 5 Ts – Team, Technology, Traction, TAM, and Terms. I’ve given an overview of the entire framework in a previous blog , but here I will provide a detailed look at how to assess Technology.     Technol

Most often we think of traction  as related to revenue  and revenue growth rate  of an enterprise. That was certainly the focus of my...

Partner Howard Roth reviews the complexities of investing in non-U.S. companies, including accounting, reporting, tax, and regulations.

Uncover essential strategies to create a compelling brand that resonates with customers and outshines the competition.

Explore ID.me's journey from TroopSwap to a $150M+ digital identity leader, highlighting lessons in innovation and adaptability.

Discover the significance of financial audits for startups and when it's the right time to consider one.

Guidelines for when early-stage companies should hire a bookkeeper, controller, fractional CFO, and full-time CFO.

BVI Partner Paul Silber zeroes in on leadership teams: the first and most important component of BVI's 5 Ts investing framework.

BVI Partner Hal Shelton breaks down Saas Revenue Metrics and provides tips for businesses regarding the adoption of these metrics.

BVI Partner Matt Hanson shares an important message for founders as they develop their story - "Don't be the hero."

We utilize the same set of criteria to evaluate every deal, which we have distilled into an easy-to-remember paradigm called "The 5 Ts."

The partners at Blu Ventures and founders of BVI portfolio companies, Botdoc and HighSide, share insights about post COVID-19 cyber trends.

Drawing on past crises, the partners at Blu Ventures share five major actions startups should take now to ensure survival during COVID-19.

Blu Ventures portfolio company Adlumin, a software company that provides cloud-native cybersecurity solutions, tackles consumer privacy.

Avizia (now an exited Blu Ventures portfolio company) drives efficiencies in the telehealth system with lower costs and expanded reach.

Legacy Internet service providers are unpopular. Blu Ventures portfolio company NewConnect is breaking through the barriers of the industry.

PFP Cybersecurity, a Blu Ventures portfolio company, is solving the infinite cyber risks posed by IoT devices, giving you peace of mind.

The retail resale industry goes from brick and mortar to online with LePrix, a Blu Ventures portfolio company focused on reducing waste.