Both Sides of the Table

DECEMBER 11, 2022

Something happened in the past 7 years in the startup and venture capital world that I hadn’t experienced since the late 90’s — we all began praying to the God of Valuation. The browser and thus the WWW and the first Internet businesses were born circa 1994–95 and there was a golden period where anything seemed possible. What happened?

Valuation 466

Valuation San Francisco Ratchet Liquidation Preference 466

Agile VC

MAY 26, 2011

is the leading consumer internet company with Terry Semel as CEO. One partnership was clearly very divided and a vocal minority of GPs thought consumer internet companies were a massive waste of time and money. round which closed in November 2003, and the pre-money valuation between $10 million and $15 million. It was a $4.7M

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Pascal's View

AUGUST 21, 2011

Welcome to the latest passionate debate over the ‘valuation bubble or not?’ For me Bubble will always be inexorably linked to what went down in 1999 and 2000 in the internet sector. On August 11, 2011 Dan Primack wrote on this topic in Term Sheet and concluded differently: “I believe that the current Internet bubble is economic.

Valuation 50

Valuation Social Media Media IPO 50

ReadWriteStart

AUGUST 26, 2022

He focuses on investments in fintech, the internet, and software. Do you have other efficiency metrics that you look at when you evaluate businesses to check the quality of growth and the quality of the revenues? . I love how you’re very clear about the centering metrics in your mind with revenues, which reflect scale. .

Partner 132

Partner Cofounder Retention Acquisition 132

Both Sides of the Table

MAY 23, 2012

Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs. In 1998 it was 150 million, 1999 250 million and by 2000 it had crossed 350 million. By the end of 2011 the Internet population was estimated at 2.3 Today we’re online 3.1

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

abovethecrowd.com

APRIL 20, 2016

One key to this population growth has been the remarkable ease of the Unicorn fundraising process: Pick a new valuation well above your last one, put together a presentation deck, solicit offers, and watch the hundreds of million of dollars flow into your bank account. The same thing happened to many Internet stocks.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40