my experience with CIO and BTH in the earlier stages when it was...

my experience with CIO and BTH in the earlier stages when it was under the radar was pretty similar- sellers after sellers - see where BTH ia now at (i think you own it) and CIO also broke out. A lot of patience needed but also need a good market environment. Sometimes you can also make a lot of money in early stages companies even though they dont in the end prove to be what you thought it could deliver. That’s why I always want to understand how sizeable the revenue can be from a deal - usually undisclosed but you can infer. Scale up faster if deal size is big but also beware techs tend to announce a perceived bigger deal than what they could turn out to be. We know too well from GSW / BUD / YOJ.