Agile VC

JUNE 5, 2011

June 5, 2011. Filing Date: initial filing June 2, 2011. How They Make Money: Groupon keeps a share of the coupon value (typically 40-50%) as its net revenue (1). Run Rate Revenue: $2.6B (Q1 2011 annualized). Revenue Growth: 2241% YoY (2010 vs 2009), 1357% YOY (Q1 2011 vs Q1 2010). in net revenue and passes $0.58

North America 100

North America Chicago Boston Silicon Valley 100

Occam's Razor

SEPTEMBER 24, 2012

I can see the correlation, but the conclusion implies a causality that may or may not be there ("the product sales exceeded all internal projections!"). From that analysis, they could identify the incremental sales in country X compared to Y, Z and A. Facebook works. The case study seemed to contain a rookie mistake.

Metrics 165

Metrics Advertising Marketing Social Media 165

View from Seed

JUNE 13, 2019

Chewy sells tens of thousands of products from many 3rd party brands, as well as its own private label brands (though latter remains <10% of sales). Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. Annual Net Sales By Customer Cohort. in revenue.

Leadership 214

Leadership .Net Revenue Acquisition 214

Agile VC

JUNE 13, 2019

Chewy sells tens of thousands of products from many 3rd party brands, as well as its own private label brands (though latter remains <10% of sales). Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. Annual Net Sales By Customer Cohort. in revenue.

Leadership 100

Leadership .Net Revenue Acquisition 100

ithacaVC

FEBRUARY 23, 2011

As the investors’ aggregate liquidation preference (ALP) increases typically the need for a MCOP also increases. The ALP is the total amount of $ that preferred stock holders are owed on a sale of the company under their liquidation preferences. Remember VC = OB (see earlier post from February 18, 2011).

Liquidation Preference 55

Liquidation Preference Management Preferred Stock Dividend 55

Startup Company Lawyer

MAY 26, 2012

On April 23, 2012, the SEC published guidance reminding issuers that “any offers or sale of securities purporting to rely on the crowdfunding exemption would be unlawful under federal securities laws” until the SEC adopts new rules. Most importantly, the crowdfunding provisions of the JOBS Act are not yet effective.

SEC 58

SEC Securities and Exchange Commission Accredited Investor Private Placement 58

David Teten

JUNE 1, 2011

I enjoyed participating in last week’s Capital Roundtable Private Equity Masterclass on “ Best Practices for Sourcing Quality Deal Flow & Developing New Business ” (May 26 th , 2011). Otherwise, private owners tend to have unrealistic expectations or an arbitrary sale price expectation. View more presentations.

Private Equity 122

Private Equity Deal Flow Equity Developer 122