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Lyft S-1: Kicking Off the Decacorn Bonanza of 2019

View from Seed

2019 is shaping up to be the year the dam broke for decacorn IPOs, with Lyft, Uber, AirBnB, Pinterest, et al in the queue. So it’s not really the case that Lyft’s riders (in aggregate) are using the service more often, but rather Lyft is getting much better at netting more revenue per active rider. Lyft’s S-1 dropped on Friday.

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. Now that Google’s acquisition of ITA is closed, following lenghty FTC review, it would appear Kayak is poised to proceed with their IPO in the coming months. =. 2010 Net Income: $8 million.

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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

So Groupon obviously filed their S-1 the other day to formally being the IPO process. How They Make Money: Groupon keeps a share of the coupon value (typically 40-50%) as its net revenue (1). in net revenue and passes $0.58 2010 Net Income: -$389M (net loss) (2). AGILEVC My idle thoughts on tech startups.

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Lyft S-1: Kicking Off the Decacorn Bonanza of 2019

Agile VC

So it’s not really the case that Lyft’s riders (in aggregate) are using the service more often, but rather Lyft is getting much better at netting more revenue per active rider. So you can think of bookings as a GMV type figure and revenue as true net revenue to Lyft. Analysis of Lyft S-1. So what about those cohorts?

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Airbnb S-1 (Part 1): So How Profitable Is This Thing Really?

View from Seed

One of the most highly anticipated startup IPOs of recent years, we now get a peek inside Airbnb’s business. But even with this profitable Q3, on a trailing twelve months (TTM) basis Airbnb has a GAAP net loss of >$1 billion. Airbnb’s public S-1 dropped Monday afternoon.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

View from Seed

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. spent by new customers in 2015, that same group (in aggregate) bought $1.65

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Every Founder that Hates "Personal Branding" Should Write a Book

This is going to be BIG.

Well, at 125 words per minute, 48 minutes of podcasting will net you a chapter. So, if you were actually trying to turn your podcast content into a book, it would probably take you between 2-3 podcasts to net a chapter. You can’t write the bestselling book on how to IPO your company if that’s not a thing you’ve done before—or can you?

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