The past few years have been an incredibly exciting time to be an enterprise investor. We have seen the rise of the cloud, the shift away from PCs to new mobile computing platforms, and the emergence of Big Data and Analytics as a core enabler of business agility. With these trends as a backdrop, we are in the early innings of a massive redirection of enterprise IT budgets towards new technologies and architectures.
At Lightspeed we have been investing thematically in each of these trends, having led early investments in cloud companies like AppDynamics and Mulesoft, in Big Data Companies like DataStax and MapR Technologies, and in enterprise mobile companies like Rapsphere and