Jay Poe

I really like Intercom as one of our companies that I think we invested a couple years ago, and they're doing a lot of great things in the customer space.

B2C customer communication space via chat, via just customer support.

And I think that's an area that I'm currently looking at.

And I think they're really leading the way in terms of building that customer experience that I think leads to great businesses.

So that's definitely one of them that's up there.

Another one that I think is really great is a company called Procore.

Okay.

And this is a company that has been, we invested, I think, a year ago, I think 2014.

And it's kind of one of those unsexy companies.

It's basically SaaS solutions for the construction industry, which isn't really top of mind when you think about cool companies.

But that's another one that I'm really interested in and think that has a huge future.

So collectively we have just over 4 billion assets under management, and we just raised our ninth fund, which is 1.6 billion right now.

I absolutely did.

Yes, yes, absolutely.

Oh, you mean in the first round?

Oh, man.

In terms of number of millions, well, so we were really lucky in that we had a really good group of investors on our side that have been following the company during its early stages of growth.

I think they were definitely pre-revenue at the time.

Their user engagement was definitely young.

This was like in 2000 and 2011, so really back in the day.