Just a Teng supporting founders building the next big thing 🚀
Hi there! I’m Janelle Teng, a Stanford scientist and former Salesforce Inbox product manager turned enterprise SaaS investor at Bessemer Venture Partners. Inspired by the scientific method, I take an empirical approach to investing. This newsletter is where I post long-form reflections and data-supported insights on startups, VC, and cloud trends.
Here are some samples of what you can expect from my writing:
Cloud trends in the public market: Unraveling SBC overhang in SaaS, The SaaSacre of 2022, When the valuation hangover finally hits, Consumption vs. subscription business models
Private market investment trends: Dirty Term Sheets, SaaSy Predictions for 2024, Schrödinger’s Startup Paradox
Investment thesis: Software powering the PLG era, Investing in Coactive AI’s Series A
Startup strategy and case studies: Tactical guide to profitable growth, Scaling from $1 to $10MM ARR, 6 product strategies to catalyze your Second Act
My short-form notes are published via twitter @NextBigTeng!
