When Doug Neumann was at Bandwidth, he architected and built a disaster recovery (DR) system that worked in concert with cloud platforms like AWS. That idea was spun out as Arpio in 2018 and has proven the theory that there is huge demand for automated DR on AWS.
The Triangle Tweener Fund strategy is to build an index – smaller investments in a relatively large number of companies. At the current fund size this translates to 10-15 investments a quarter, or 40-60 a year. If you’ve been involved with traditional venture funds (picking winners) this pace seems impossible. Trust us, it’s not easy, but it’s definitely possible and the opportunity is there.
