Best time to invest in ISVs and Cloud Business – NOW!

And let me rephrase that already… I expect you to have M/A skills and understand how to spot a killer application and a great investment subject. And I don’t mean buying some IT company for a buck doing due diligence over a bottle of red wine. If you are that stupid, go back to school or learn from your (countless) mistakes Mr.!

But after stressing the capital industry with my energy and a lot of business plans, I find it confusing and amusing that both VCs, BEs and the rest of the venture market does not have a clue on how to evaluate SaaS companies, and why the window to opportunity is now and 6-9 months. Let me explain:

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