-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, VSlg3Cotb5iW9ljqI4Et4KzeoWE0EPYxHKeWaPwfs31FLD9wlKB0IWMk1RCr4ItV aEl4TNKz/fs1Wu5OePA6iA== 0000950135-04-000510.txt : 20040205 0000950135-04-000510.hdr.sgml : 20040205 20040205143151 ACCESSION NUMBER: 0000950135-04-000510 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20040205 GROUP MEMBERS: ANDREW W VERHALEN GROUP MEMBERS: MATRIX ENTREPENEURS FUND, L.P. GROUP MEMBERS: MATRIX V MANAGEMENT CO. LLC. SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: BLUE MARTINI SOFTWARE INC CENTRAL INDEX KEY: 0001077814 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 943319751 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-60625 FILM NUMBER: 04569739 BUSINESS ADDRESS: STREET 1: 2600 CAMPUS DR STREET 2: SUITE 175 CITY: SAN MATEO STATE: CA ZIP: 94403 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: MATRIX PARTNERS V LP ET AL CENTRAL INDEX KEY: 0001106826 IRS NUMBER: 043399413 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 1000 WINTER STREET STREET 2: SUITE 4500 CITY: WALTHAM STATE: MA ZIP: 02451 BUSINESS PHONE: 7818902244 MAIL ADDRESS: STREET 1: 1000 WINTER STREET STREET 2: SUITE 4500 CITY: WALTHAM STATE: MA ZIP: 02451 SC 13G/A 1 b49380bmsc13gza.txt MATRIX PARTNERS V L.P. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Amendment No. 3 Blue Martini Software, Inc. - -------------------------------------------------------------------------------- (Name of Issuer) Common Stock, $.001 par value per share - -------------------------------------------------------------------------------- (Title of Class of Securities) 095698 50 2 ----------- (CUSIP Number) December 31, 2003 - -------------------------------------------------------------------------------- (Date of Event Which Required Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [ ] Rule 13d-1(b) [ ] Rule 13d-1(c) [X] Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). POTENTIAL PERSONS WHO ARE TO RESPOND TO THE COLLECTION OF INFORMATION CONTAINED IN THIS FORM ARE NOT REQUIRED TO RESPOND UNLESS THE FORM DISPLAYS A CURRENTLY VALID OMB CONTROL NUMBER. CUSIP No. 095698 50 2 - -------------------------------------------------------------------------------- 1. Names of Reporting Persons. I.R.S. Identification Nos. of above persons (entities only). Matrix Partners V, L.P. - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 2. Check the Appropriate Box if a Member of a Group (See Instructions) (a)........................................................................ (b) ...................................................................... - -------------------------------------------------------------------------------- 3. SEC Use Only............................................................... - -------------------------------------------------------------------------------- 4. Citizenship or Place of Organization...............................Delaware - -------------------------------------------------------------------------------- 5. Sole Voting Power.........................See Item 5 Number of Shares --------------------------------------------------------- Beneficially 6. Shared Voting Power.......................See Item 5 Owned by Each --------------------------------------------------------- Reporting Person 7. Sole Dispositive Power....................See Item 5 With: --------------------------------------------------------- 8. Shared Dispositive Power..................See Item 5 - -------------------------------------------------------------------------------- 9. Aggregate Amount Beneficially Owned by Each Reporting Person.....See Item 5 - -------------------------------------------------------------------------------- 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)......................................................... - -------------------------------------------------------------------------------- 11. Percent of Class Represented by Amount in Row (9)................See Item 5 - -------------------------------------------------------------------------------- 12. Type of Reporting Person (See Instructions)..............................PN - -------------------------------------------------------------------------------- ................................................................................. ................................................................................. ................................................................................. ................................................................................. ................................................................................. - -------------------------------------------------------------------------------- Page 2 of 9 pages CUSIP No. 095698 50 2 - -------------------------------------------------------------------------------- 1. Names of Reporting Persons. I.R.S. Identification Nos. of above persons (entities only). Matrix V Entrepreneurs Fund, L.P. - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 2. Check the Appropriate Box if a Member of a Group (See Instructions) (a)........................................................................ (b) ...................................................................... - -------------------------------------------------------------------------------- 3. SEC Use Only............................................................... - -------------------------------------------------------------------------------- 4. Citizenship or Place of Organization...............................Delaware - -------------------------------------------------------------------------------- 5. Sole Voting Power.........................See Item 5 Number of Shares --------------------------------------------------------- Beneficially 6. Shared Voting Power.......................See Item 5 Owned by Each --------------------------------------------------------- Reporting Person 7. Sole Dispositive Power....................See Item 5 With: --------------------------------------------------------- 8. Shared Dispositive Power..................See Item 5 - -------------------------------------------------------------------------------- 9. Aggregate Amount Beneficially Owned by Each Reporting Person.....See Item 5 - -------------------------------------------------------------------------------- 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)......................................................... - -------------------------------------------------------------------------------- 11. Percent of Class Represented by Amount in Row (9)................See Item 5 - -------------------------------------------------------------------------------- 12. Type of Reporting Person (See Instructions)..............................PN - -------------------------------------------------------------------------------- ................................................................................. ................................................................................. ................................................................................. ................................................................................. ................................................................................. - -------------------------------------------------------------------------------- Page 3 of 9 pages CUSIP No. 095698 50 2 - -------------------------------------------------------------------------------- 1. Names of Reporting Persons. I.R.S. Identification Nos. of above persons (entities only). Matrix V Management Co. L.L.C - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 2. Check the Appropriate Box if a Member of a Group (See Instructions) (a)........................................................................ (b) ...................................................................... - -------------------------------------------------------------------------------- 3. SEC Use Only............................................................... - -------------------------------------------------------------------------------- 4. Citizenship or Place of Organization...............................Delaware - -------------------------------------------------------------------------------- 5. Sole Voting Power.........................See Item 5 Number of Shares --------------------------------------------------------- Beneficially 6. Shared Voting Power.......................See Item 5 Owned by Each --------------------------------------------------------- Reporting Person 7. Sole Dispositive Power....................See Item 5 With: --------------------------------------------------------- 8. Shared Dispositive Power..................See Item 5 - -------------------------------------------------------------------------------- 9. Aggregate Amount Beneficially Owned by Each Reporting Person.....See Item 5 - -------------------------------------------------------------------------------- 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)......................................................... - -------------------------------------------------------------------------------- 11. Percent of Class Represented by Amount in Row (9)................See Item 5 - -------------------------------------------------------------------------------- 12. Type of Reporting Person (See Instructions)..............................PN - -------------------------------------------------------------------------------- ................................................................................. ................................................................................. ................................................................................. ................................................................................. ................................................................................. - -------------------------------------------------------------------------------- Page 4 of 9 pages CUSIP No. 095698 50 2 - -------------------------------------------------------------------------------- 1. Names of Reporting Persons. I.R.S. Identification Nos. of above persons (entities only). Andrew W. Verhalen - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 2. Check the Appropriate Box if a Member of a Group (See Instructions) (a)........................................................................ (b) ...................................................................... - -------------------------------------------------------------------------------- 3. SEC Use Only............................................................... - -------------------------------------------------------------------------------- 4. Citizenship or Place of Organization..........................United States - -------------------------------------------------------------------------------- 5. Sole Voting Power.........................See Item 5 Number of Shares --------------------------------------------------------- Beneficially 6. Shared Voting Power.......................See Item 5 Owned by Each --------------------------------------------------------- Reporting Person 7. Sole Dispositive Power....................See Item 5 With: --------------------------------------------------------- 8. Shared Dispositive Power..................See Item 5 - -------------------------------------------------------------------------------- 9. Aggregate Amount Beneficially Owned by Each Reporting Person.....See Item 5 - -------------------------------------------------------------------------------- 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)......................................................... - -------------------------------------------------------------------------------- 11. Percent of Class Represented by Amount in Row (9)................See Item 5 - -------------------------------------------------------------------------------- 12. Type of Reporting Person (See Instructions)..............................IN - -------------------------------------------------------------------------------- ................................................................................. ................................................................................. ................................................................................. ................................................................................. ................................................................................. - -------------------------------------------------------------------------------- Page 5 of 9 pages CUSIP No. 095698 50 2 Item 1(a) Name of Issuer: Blue Martini Software, Inc. Item 1(b) Address of Issuer's Principal Executive Offices: 2600 Campus Drive, Suite 175 San Mateo, CA 94403 Item 2(a) Name of Persons Filing: Matrix Partners V, L.P. ("Matrix V"); Matrix V Entrepreneurs Fund, L.P. ("Entrepreneurs", and together with Matrix V, the "Partnerships"); Matrix V Management Co., L.L.C. ("Management"), the general partner of each of the Partnerships; and Andrew W. Verhalen ("Verhalen"), the managing member who has sole voting and dispositive authority with respect to shares of Blue Martini Software, Inc. held of record by the Partnerships. Item 2(b) Address of Principal Business Office or, if none, Residence: The address of the reporting persons is: 1000 Winter Street Suite 4500 Waltham, MA 02451 Item 2(c) Citizenship: Matrix V is a limited partnership organized under the laws of the State of Delaware. Entrepreneurs is a limited partnership organized under the laws of the State of Delaware. Management is a limited liability company organized under the laws of the State of Delaware. Mr. Verhalen is a citizen of the United States. Item 2(d) Title of Class of Securities: Common Stock, par value $.001 per share (the "Common Stock"). Item 2(e) CUSIP Number: 095698 50 2 Item 3 Description of Person Filing: Not applicable. Item 4 Ownership: (a) Amount Beneficially Owned: See Item 5 (b) Percent of Class: Matrix V: See Item 5 Entrepreneurs: See Item 5 Page 6 of 9 pages CUSIP No. 095698 50 2 Management: See Item 5 Mr. Verhalen: See Item 5 (c) Number of Shares as to which the person has: (i) sole voting power; (ii) shared voting power; (iii) sole dispositive power; (iv) shared dispositive power: See Item 5 Item 5 Ownership of Five Percent or Less of a Class: If this statement is being filed to report the fact that as of the date hereto the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [X] Item 6 Ownership of More than Five Percent on Behalf of Another Person: Not applicable. Item 7 Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company: Not applicable. Item 8 Identification and Classification of Members of the Group: Not applicable. Item 9 Notice of Dissolution of Group: Not applicable. Item 10 Certification: Not applicable. Page 7 of 9 pages CUSIP No. 095698 50 2 SIGNATURE After reasonable inquiry and to the best of the knowledge and belief of each of the undersigned, each of the undersigned hereby certifies that the information set forth in this statement is true, complete and correct. DATED: February 5, 2004. MATRIX PARTNERS V, L.P. By: Matrix V Management Co., L.L.C General Partner By: /s/ Andrew W. Verhalen ---------------------------- Andrew W. Verhalen Managing Member MATRIX V ENTREPRENEURS FUND, L.P. By: Matrix V Management Co., L.L.C. General Partner By: /s/ Andrew W. Verhalen ---------------------------- Andrew W. Verhalen Managing Member MATRIX V MANAGEMENT CO., L.L.C By: /s/ Andrew W. Verhalen ---------------------------- Andrew W. Verhalen Managing Member /s/ Andrew W. Verhalen ---------------------------- Andrew W. Verhalen Page 8 of 9 pages CUSIP No. 095698 50 2 Exhibit I AGREEMENT Pursuant to Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree that only one statement containing the information required by Schedule 13G need be filed with respect to the ownership by each of the undersigned of the shares of Common Stock of Blue Martini Software, Inc. EXECUTED as a sealed instrument this 5th day of February, 2004. MATRIX PARTNERS V, L.P. By: Matrix V Management Co., L.L.C. General Partner By: /s/ Andrew W. Verhalen ------------------------------ Andrew W. Verhalen Managing Member MATRIX V ENTREPRENEURS FUND, L.P. By: Matrix V Management Co., L.L.C. General Partner By: /s/ Andrew W. Verhalen ------------------------------ Andrew W. Verhalen Managing Member MATRIX V MANAGEMENT CO., L.L.C. By: /s/ Andrew W. Verhalen ------------------------------ Andrew W. Verhalen Managing Member /s/ Andrew W. Verhalen ------------------------------ Andrew W. Verhalen Page 9 of 9 pages -----END PRIVACY-ENHANCED MESSAGE-----