The Quiet SMB Revolution of the 2010s

This paper discusses a feedback cycle unleashed by the mobile ecosystem in the SMB space. As customer acquisition costs plummet for software vendors and SMBs benefit from new data and technology, hundreds of billions of dollars of value is being created.

Unlocking Value in the Smart Home Market

This paper outlines our investment thesis in “Smart Homes”, and details six criteria that innovative companies must overcome to win in the market.

Building An Engineering Culture

This paper discusses the most important challenge faced by entrepreneurs building tech companies, and offers several foundational areas of focus for leaders tackling this issue.

Platform Plays

This paper describes a critical dimension of competitive advantage: building enterprise technology platforms that become the underlying infrastructure for valuable ecosystems of applications.

The Smart Enterprise Wave

This paper describes the urgent need and unprecedented opportunity for Smart Enterprise platforms to enable app-driven innovation and disrupt large, old-line industries. There exist a variety of network effects and winner-take-all dynamics during this one-time event in which the original, closed technology infrastructure in these industries is opened up, and upgraded to leverage big data.

Angel Investing

This paper discusses the theory and practice behind winning pre-growth investments.

The Coming Transformation

This paper discusses the present age of creative destruction. New technologies will disrupt major industries, creating a large transfer of wealth and power in the global economy.

How we add value

Case Studies



Formation 8

©2015 Formation 8. All rights reserved.