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The Shift from FOMO to FOLD in Early Stage Investing

View from Seed

This is unfortunately a net negative for the ecosystem, as it will be tougher for first time founders and underrepresented minorities to get capital in this environment. I think you’ll also see more intentional syndication of seed and series A rounds with like-minded co-investors teaming up together and splitting rounds more intentionally.

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

Agile VC

It also puts another chink in the armor of the meme that monster internet companies can only be built in Silicon Valley (LivingSocial, Kayak, Gilt Groupe, CSN Stores, et al doing damage here too). How They Make Money: Groupon keeps a share of the coupon value (typically 40-50%) as its net revenue (1). 2010 Gross Profit: $280M.

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

2010 Net Income: $8 million. Im a former Silicon Valley entrepreneur turned East Coast VC. How to Evaluate Firms for a Seed VC Syndicate 10 July 2012, 5:13 pm What A VC Orders for Breakfast Says 27 June 2012, 10:16 am To Leave or Not to Leave as Your Startup Grows 12 June 2012, 12:21 pm. Author howerl. Read More ».

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Chronic Under-financing of EU Start-ups Driven by Mindset

Babbling VC

I've read and written about it many times but I think there is one thing which is never loudly spoken about when comparing the EU to Silicon Valley (or the US in general). Net returns may have been in line as many EU VC's like to argue but the sums going in and coming out paled in comparison to US deals.

Finance 76
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Facebook S-1: The Most Anticipated IPO in a Decade ? AGILEVC

Agile VC

2011 Net Income: $1.00 Im a former Silicon Valley entrepreneur turned East Coast VC. How to Evaluate Firms for a Seed VC Syndicate 10 July 2012, 5:13 pm What A VC Orders for Breakfast Says 27 June 2012, 10:16 am To Leave or Not to Leave as Your Startup Grows 12 June 2012, 12:21 pm. Financial Snapshot : 2011 Revenue: $3.71

IPO 100
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ProfessorVC: Angie's List or AngelList?

Professor VC

The last blogger in Silicon Valley. We do have certain angels aggressively marketing themselves (Good to see my former student, Dave McClure, making a name for himself as part of the PayPal Mafia and " Super Angel " crowd), many others have no interest in publicizing their net worth or investing activities. ProfessorVC.

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Amazon vs Apple: A Tale of Two Business Models ? AGILEVC

Agile VC

That’s why a 3G iPad 2 costs $600-800 retail, which nets Apple a very healthy profit of several hundred dollars ( manufactured cost is ~$330 ). Im a former Silicon Valley entrepreneur turned East Coast VC. Apple has a marginally profitable digital content business which drives a highly profitable hardware business.