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LEC Perspectives

Brian Neider

Security with sticking power; why we invested in Duo Security

LEC commentary on our investment in Duo Security, who Cisco acquired for $2.35 billion

Lead Edge Capital Quarterly Letter Q1 2017

The Changing Retail and E-Commerce Landscape

Our Investor Letter from Q1 2017 on the changing retail and e-commerce landscape.

Lead Edge Capital Quarterly Letter Q3 2016

The Road to Autonomous

Our investor letter from Q3 2016 shares thoughts on the path to fully autonomous vehicles.

Lead Edge Capital Quarterly Letter Q2 2015

Discussion on Unit Economics

Here is our letter from Q2 2015 on how we think about Unit Economics

Lead Edge Capital Quarterly Letter Q4 2013

Importance of Business Model Purity

Here is our letter from Q4 2013 on why we think about Business Model Purity

Lead Edge Capital Quarterly Letter Q2 2013

Marketing Software Dynamics

Here is our letter from Q2 2013 on why we have been drawn to Marketing Software businesses

Lead Edge Capital Quarterly Letter Q4 2012

Why We Like SaaS Businesses

Here is our letter from 2012 on why we have been drawn to SaaS businesses

Lead Edge Capital Quarterly Letter Q3 2014

Online Marketplaces: Our Perspective

Discussion of Online Marketplaces from our Quarterly Letter in Q3 2014

Lead Edge Capital Quarterly Letter Q3 2013

SMB Software Dynamics

LEC Thought Piece on SMB software included in our Q3 2013 Investor Update

Tech.eu on BlaBlaCar

BlaBlaCar Co-Founder on Latest Round

Nicolas Brusson, BlaBlaCar Co-founder, discusses the company's roadmap and progress.

Paul Bell Former President, Dell

Enterprise Partnerships

Considerations for partnering with large companies and importance of finding the right point person