Published in Dawn Capital·16 hours agoCome rain or shine, AI is the future: Why we’ve reinvested in Dataiku (again)Every December, the Dawn team reflects on the year gone by and makes a set of predictions for the next. There is no doubt that 2022 brought difficult and often painful challenges, but I am nevertheless hopeful for 2023. Why am I optimistic? …Investment3 min readInvestment3 min read
Published in Dawn Capital·Apr 6Sharing the workload: Granulate joins IntelAsaf Ezra and Tal Saiag’s company didn’t exist four years ago. When we participated in their Series B last year, Granulate was still just two years old. Now, this rocketship of a company is joining one of their titan champions, Intel — an acquisition so clearly a natural evolution for…Venture Capital2 min readVenture Capital2 min read
Published in Dawn Capital·Mar 28Turning the tide: Why we invested in ShorelineThe cost of digital outages is higher than ever. When almost every aspect of our daily lives is touched by software, we’ve got zero tolerance for downtime, whether it is our work chat or our favourite food delivery app. At the same time, delivering a seamless customer experience 24/7 has…B 2 B4 min readB 2 B4 min read
Published in Dawn Capital·Jan 27Fired up: Why we’ve reinvested in FireboltEvery company now is not just a software company, but a data company too. Data is the core of every app, product and service, becoming part of the fabric of modern business. The evolution of data warehousing — the foundation on top of which companies build all kinds of analytics…Venture Capital4 min readVenture Capital4 min read
Published in Dawn Capital·Nov 30, 2021Sync and swim: Why we invested in SwimmIf it’s not documented, it doesn’t exist. A truth every developer knows, but doesn’t want to hear. Writing documentation for code is a pain, and the traditional solutions don’t make it much easier. Tools that auto-generate an API reference from the codebase are quick and convenient, but fail to explain…Saa S4 min readSaa S4 min read
Published in Dawn Capital·Aug 5, 2021Welcome to the world of Everyday AI: Why we’ve reinvested in DataikuFrom my very first encounter with Florian Douetteau, Dataiku’s Co-founder and CEO, I knew that he was building something special. We met more than four years ago, back when the company was raising its Series B round, and they were based in their old office on boulevard Poisonnière that could…Saa S4 min readSaa S4 min read
Published in Dawn Capital·Jun 24, 2021Why we invested in Firebolt: Snowflake catapulted the data warehouse into the cloud. Now Firebolt is making it fly!For many years, Snowflake has been the byword for the entire cloud data warehouse market. The company’s growth stands testament to how easy it made processing data for enterprise. But today, Snowflake is a victim of its own extraordinary success (and some success, its market cap currently sits at just…Venture Capital4 min readVenture Capital4 min read
Published in Dawn Capital·Apr 19, 2021How cloud has won: The state of the market in 2021Cloud has won. Having lingered on the horizon for the last two decades, cloud companies across the value chain — IaaS, PaaS and SaaS (infrastructure, platform and software as services) — are now dominating software markets. Valuations have increased on both the public and private markets over the last 12…Cloud Computing5 min readCloud Computing5 min read
Published in Dawn Capital·Feb 4, 2021Why We Invested in GranulateFor most software companies, COGS is dominated by cloud costs. Across the market, these can account for anywhere between 10 and 20 percent of a company’s revenue. In compute-heavy applications, such as AI and machine learning, this percentage can be significantly higher. And as every company becomes a software company…Software4 min readSoftware4 min read
Published in Dawn Capital·Nov 17, 2020Why Dawn Invested in HarbrFor data to be truly powerful, everything has to work in concert. If one part of the value chain — whether that’s preparing data, storing it, or creating insights — is broken, then the gains made elsewhere are negated, or even nullified. …Innovation6 min readInnovation6 min read
