Agile VC

DECEMBER 13, 2011

How to Evaluate Firms for a Seed VC. How To Think About The Future. Home. About Me. AGILEVC My idle thoughts on tech startups. Making Good Decisions Still Means You’re Sometimes Wrong. December 13, 2011. One of the hardest things for me as a VC remains telling entrepreneurs I like and respect that we’re passing on their investment round.

Seed Stage 185

Seed Stage Silicon Valley Cofounder Technical Review 185

Agile VC

MAY 26, 2011

How to Evaluate Firms for a Seed VC. How To Think About The Future. Home. About Me. AGILEVC My idle thoughts on tech startups. LinkedIn: The Series A Fundraising Story. May 26, 2011. This also appears as a guest post at Fortune’s Term Sheet. LinkedIn went public last week. As a shareholder I’m obviously pleased with the investor reception LinkedIn has received, but more importantly it’s a great milestone for the company we started nearly 9 years ago.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

APRIL 17, 2011

How to Evaluate Firms for a Seed VC. How To Think About The Future. Home. About Me. AGILEVC My idle thoughts on tech startups. Cliff Notes S-1: Kayak. April 17, 2011. I thought it was time to revisit my series of “Cliff Notes” S-1s. In 2010 I deconstructed the filings for GameFly and Quinstreet. Quinstreet priced at $15.00/sh and debuted on 2/10/10, today they’re at $20.53 (close 4/13/11) an increase of nearly 40%.

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

SEPTEMBER 15, 2011

How to Evaluate Firms for a Seed VC. How To Think About The Future. Home. About Me. AGILEVC My idle thoughts on tech startups. Startup IPO Market: A Fickle Mistress. September 15, 2011. The IPO market, she is a fickle mistress. In the first half of 2011, the IPO markets were looking strong for VC-backed companies. In the software an internet space a number of companies obviously had strong public offerings (LinkedIn, Yandex, Pandora, RenRen, et al).

IPO 100

IPO Marketing Silicon Valley Technical Review 100

Agile VC

OCTOBER 27, 2011

How to Evaluate Firms for a Seed VC. How To Think About The Future. Home. About Me. AGILEVC My idle thoughts on tech startups. The Consumerization of Business Software. October 28, 2011. One of the themes that we’ve been most interested in at NextView over the last 12+ months has been the impact of consumer web trends on business software. I’m not the first person to describe this trend, and my prior background has been primarily as a consumer web guy more than in B2B companies.

Software 100

Software B2B Silicon Valley Acquisition 100

Agile VC

JUNE 5, 2011

How to Evaluate Firms for a Seed VC. How To Think About The Future. Home. About Me. AGILEVC My idle thoughts on tech startups. Groupon’s S-1: From Zero to Like… Billions in 30 Months. June 5, 2011. So Groupon obviously filed their S-1 the other day to formally being the IPO process. Even for those who don’t care to dive into the numbers, it’s worth a quick glance because co-founder/CEO Andrew Mason wrote a letter which forms the preamble of the full document.

North America 100

North America Chicago Boston Silicon Valley 100

Agile VC

OCTOBER 17, 2011

How to Evaluate Firms for a Seed VC. How To Think About The Future. Home. About Me. AGILEVC My idle thoughts on tech startups. The “PC” Era Finally Arrives. October 17, 2011. Steve Jobs’s passing reminded me of one of his sayings, that we’ve now entered a “post PC era” of computing. What he and others have meant is of course that the desktop computer is losing its preeimance as the primary computing platform with the rise of smartphones and tablets at one end

Silicon Valley 133

Silicon Valley Seed Stage Syndicate Syndication 133