Agile VC

APRIL 17, 2011

April 17, 2011. GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. Kayak Software Corporation.

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

View from Seed

JUNE 13, 2019

The company launched in 2011 and then was acquired by PetSmart for over $3 billion in 2017 (PetSmart itself owned by PE firm BC Partners), but Chewy is now preparing for life as a standalone public company. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis.

Leadership 215

Leadership .Net Revenue Acquisition 215

Agile VC

JUNE 13, 2019

The company launched in 2011 and then was acquired by PetSmart for over $3 billion in 2017 (PetSmart itself owned by PE firm BC Partners), but Chewy is now preparing for life as a standalone public company. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis.

Leadership 100

Leadership .Net Revenue Acquisition 100

Cracking the Code

OCTOBER 10, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Save Asia for post-IPO Single instance, multi-tenant, single datacenter - Have only one version of the code in production. Labels: SaaS , sales and marketing , software. at 11:09 AM.

Software Review 48

Software Review North America Europe Metrics 48

VC Cafe

APRIL 8, 2010

ISRAELI CABINET APPROVES 2-YEAR MODEL FOR BUDGET 2011-2012. The Israeli Cabinet approved Finance Minister Yuval Steinitz’s proposal to continue with the biennial state budget model in 2011-2012. Billing software company Amdocs has acquired mobile payments and messaging firm MX Telecom for $104 million in cash.

OTC 68

OTC Brazil Paraguay 68

Cracking the Code

FEBRUARY 4, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. A few times per year, Bessemer organizes a CxO event for our portfolio companies and we decided to focus our first session of 2008 on Software-as-a-service (SaaS). Monday, February 04, 2008.

Software Review 48

Software Review South Korea IPO Portfolio 48

pandodaily.com

NOVEMBER 29, 2012

“Founders don’t think their problems are due to trends. But the angels who’ve staked their funds on spreading bits of money all over the Valley are increasingly anxious that only 20 percent of their deals — in aggregate — will get the chance to keep going. ” Put another way: Maples is right.

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93