Team Bee Values

The financial valuation of any company—any deal, any enterprise—is prominent in Bee Partners’ thoughts as we consider, plan, and proceed with investment decisions. But what’s less understood is how much of our thinking is driven by a set of other values we…

Thanks, Zach. And Thanks, Cal!

UC Berkeley and its programs, people, and principles are foundational to life at Bee Partners: Tim, Kira, and I are all graduates. A third of Bee portfolio companies came up through Berkeley. Bee Partners proudly founded, embraces and supports CalFounders. And we serve…

Welcome to the Bee Team, Gina Songco!

Try as we might, our words don’t always get everything just right. I’m thinking about that now because the words “executive assistant” are really lacking to describe the role Gina Songco has leapt into and already over-delivered on in her few weeks…

Seed Investment Strategy

Since mid-2015, investments into Seed-stage companies have been decreasing with the reduction in transactions (40 percent drop) outpacing the reduction in dollars (24 percent drop). Early funding is critical for founders to quit their day jobs to go full-time, build out the…

Proxy ROI

When assessing an investment opportunity for the enterprise, Bee Partners will always consider the product or service ROI for prospective or existing customers. This value generally comes in three forms: 1) increasing top-line revenue, 2) decreasing costs, or 3) eliminating FUD (fear,…

Stack Discipline

Since the advent of human computer interaction (HCI), technologists have striven to remove friction between user and machine. Each layer of technology or software that sits between the user and the end requirement she seeks forms a layer of abstraction and increases…

The Fallacy of Decreasing CAC

On the occasion of Blue Apron’s IPO and Ben Thompson’s discussion around CAC, (apologies for the paywall, but it’s worth it) we want to highlight the importance of understanding customer acquisition cost (CAC) both at any given time, and over time. Just…