Mike Kwatinetz is a founding General Partner with Azure Capital Partners where he specializes in consumer companies, software and related infrastructure technologies. His current board memberships are Chairish, Education.com, Medsphere, Open Road and Silkroad and he led Azure's investment in FilterEasy, GotIt, Maker Media, Coffee Meets Bagel, Luma, Sprinklr and Tripping. He also served on the boards of Bill Me Later (acquired by eBay), BlogHer (acquired by SheKnows), Cooking.com (acquired by Target), Julep (acquired by Warburg Pincus), Rooftop Media (acquired by Amazon.com), TripIt (acquired by Concur), TopTier (acquired by SAP), Wildseed (acquired by AOL), Prospect Park, and Woodbury Computer Associates (acquired by JWP). Other representative investments include VMware (acquired by EMC). Mike’s blog, SoundBytes II, is a continuation of his widely read technology investment strategy newsletter.
Prior to Azure, Mike was Group Head of Technology Research, a Managing Director and the senior software and hardware analyst at several major investment banks, including Credit Suisse First Boston, Deutsche Bank Securities and PaineWebber. Mike was also a senior research analyst at Sanford Bernstein & Co.
Prior to his career in technology research, Mike was CEO of Woodbury Computer Associates, a software products and consulting firm, which resulted in a 160x cash-on-cash return.
Mike, prior to Azure, has provided research coverage and strategic advice to numerous technology companies and has consistently been viewed as a top resource on many, including Microsoft, Compaq, Dell, Apple, Hewlett Packard, VA Linux and Gateway. His coverage universe also included e-business software and internet devices and infrastructure. His theories on the shift of industry control to Microsoft and Intel, "The 4th Wave of the Web," the advantages of Linux, and the need for PC vendors to go "Beyond the Box" were considered agenda setting for the investment community and contributed to his upgrade of Apple to a "Buy" in 1999. He was top-ranked by Institutional Investor in PC Hardware and ranked second in PC Software and was the only sell-side analyst to ever be top three rated in both software and hardware, doing so for six straight years before leaving to form Azure in early 2000. In 1997 and 1998, Mike was rated Institutional Investor's No.1 Large-Cap "Home-Run Hitter" for stock selection among all Wall Street analysts and remained among the Top 5 in 1999. Furthermore, Reuters and the Wall Street Journal have selected him as the No.1 PC analyst.
Mike received his M.A. and Ph.D. degrees in Mathematical Modeling from the University of California Berkeley and his M.B.A. in Finance & Accounting from New York University. He sat on the Financial Accounting Standards Board (FASB) advisory committee for a number of years. He is also author of "The Big Tech Score," published by John Wiley & Sons.
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