As we have moved to virtual briefings, I have increasingly been excerpting short video segments (with permission ), as part of my Analyst Cam series.
This time, it is Barbry McGann, SVP and Managing Director of Workday Ventures. She is a repeat presenter in this series, though this is the first time she is presenting on the Ventures portfolio. She took over from Leighanne Levensaler who had presented on the fund here
As usual, Barbry is extremely crisp and covers a lot of ground in 20 minutes. She discusses 9 new investments in the first 6 months of the year and some exits (including 2 profiled in this series - Suplari acquired by Microsoft and Zimit acquired by Workday). She discusses a very vibrant market for startups, Workday's growing focus (both functionally and around its Prism, Adaptive, Extend tools) and areas which are being prioritized by investors like digital health and fintech.
Earlier this week, I wrote a post titled Get Busy Living or Get Busy Dying. I pointed out vendors which look like the "living dead" with very little innovation. Listening to Barbry excitedly talk about the portfolio and even more about new opportunities, I am more convinced Workday has been very busy living.
