Duncan is a serial entrepreneur who most notably founded Covad Communications (the leading independent DSL provider, went public and reached a market value of $9B) and Sky Pilot Networks (developer of outdoor wireless mesh systems, acquired by Trillium in 2009 for connectivity to smart meters). He served as the SVP of Business Development at InterTrust and led the IPO in 1999 and the secondary in 2000 (InterTrust reached a $9B market value in 2000). He spent four years as a managing director at VantagePoint Venture Partners where he focused on digital media and telecom investments including Widevine (acquired by Google) and Livescribe.
Prior to Bullpen, he co-founded one of the first mobile social app companies, Xumii, later sold to Myriad Group and now powering over 200M users in the developing world. At Bullpen he focuses on SaaS, blockchain and IoT investments, and is an advisor to or sits on the boards of Drive Motors, Filament, Hologram, Illumeo, SpaceIQ, Verbling and Wag Labs. He received a Sc.B. in physics/math from Brown University, with Honors, and a J.D. magna cum laude from Michigan Law School, where he was Order of the Coif and a member of the Law Review.
WSJ | Filament, a startup that enables machine-to-machine communications for industrial clients, has raised a $15 million Series A-1 round.
ENTREPRENEUR | Investors, corporate executives and startup founders speak out on the future of business across consumer verticals.
CNNMONEY | There are many risks tied to the Snapchat initial public offering. User growth is slowing. The company is still losing money. Facebook's Instagram is doing its best to kill it.
LA TIMES | Uber founder Travis Kalanick has run his hyper-competitive business under the assumption the ride-hailing service that reigns supreme will be the one with the cheapest rates and best service.
WSJ | The Wall Street Journal's Maureen Farrell and Bullpen Capital's Duncan Davidson join Paul Vigna and Stephen Grocer to talk what's in store for investors and companies looking to go public in 2017, and whether the IPO market is poised to heat up in the coming year.
MARKETWATCH | Snap Inc. is expected to be 2017’s savior from a depressing market for initial public offerings, but the ridiculously high valuations of other so-called unicorns, as well as a market still seen as unsteady, could make the chances for a revival disappear as fast as a Snapchat message.