Between two Quarters, produced by nvp capital
Between two Quarters, produced by nvp capital

Welcome to Between Two Quarters

Picture of Dan Borok

Dan Borok

Welcome to Between Two Quarters

“Where we talk to people who buy software”

At nvp capital, we spend a lot of time thinking about how to help our portfolio companies grow. One of the unique advantages we have is access to a vast network of corporate investors—about 35 across all our funds—who are on the front lines of enterprise software buying decisions every day. These corporate LPs often meet with our founders, and one question comes up again and again:

“How do you think about buying software?”

It sounds simple, but the reality is that it’s not straight forward at all. If you’re building software for large organizations, you might be wondering:

  • How do you find the right buyer with multi-year budgets?
  • How do you navigate IT when they’re not the core buyer?
  • What’s different about selling LLM-based products vs. SaaS?

To answer these questions, we’re launching Between Two Quarters—a new, short-form series on how software buying decisions actually happen.

For our first interview, I sat down with Sasha Pailet Koff—a digital supply chain leader with experience at Johnson & Johnson and Dell—who now advises Fortune 500 companies on their supply chains and the tech that powers them.  We cut the session up into two chapters, each less than five minutes for quick-to-watch segments with critical take aways.

In Chapter 1, our biggest hot take is that innovation budgets aren’t the silver bullet you think they are. If you’re selling to enterprise buyers, you need a clear line of sight to the end user—and a long-term internal champion.

🎥 Watch Chapter 1 here:

But we didn’t stop there. In Chapter 2, we took the conversation even further—diving into the future of vertical AI in supply chain and what it means for founders.

Key takeaways from Chapter 2:

  • The necessary evolution of point solutions—Why standalone tools must integrate into a broader ecosystem.
  • How governance shapes enterprise decisions—Procurement isn’t just a formality; it’s a core part of enterprise risk management.
  • Why ROI is non-negotiable—If you can’t quantify the business impact, you won’t make it past the first meeting.

🎥 Watch Chapter 2 here:

For founders looking to navigate enterprise sales—or anyone curious about how big companies adopt new technology—Between Two Quarters is here to demystify the process. We hope this series sparks conversations, provides practical insights, and maybe even helps you close your next big deal.

And if you find these insights valuable, stay tuned—we’re just getting started. 🚀