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The Great Coding School Rollup of 2015

Feld Thoughts

When I saw the proposal, I immediately thought of the web consulting rollups of 1999. Do you remember US Web, iXL, Scient, and Viant? Anyone remember the web hosting rollup? Companies were being bought (and valued) at 10x forward revenue only to be valued at between 0.5x revenue several years later. Or the ASP rollup?

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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. It’ll be nearly two years before the concept of “Web 2.0″ ″ is popularized by Tim O’Reilly (the first Web 2.0 It was a pretty good valuation for the time. It was a $4.7M

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Category Collapse

Feld Thoughts

Unlike the endless stream of predictions that are about to come out, it’s an analysis of the spread between the public market and private company valuations. If you lived through the Internet-bubble between 1999 and 2002 you know this cycle well. Fred Wilson’s post Thinking Ahead To 2019 is worth reading.

DC 112
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Understanding Changes in the Software & Venture Capital Industries

Both Sides of the Table

The trend of funding anything from the first $25k to funding $50 million at a billion+ valuation is unlikely to last as the skills and style to be effective at all stages are diverse enough to warrant focus. When I built my first company starting in 1999 it cost $2.5 At least in the consumer & business web.

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How to Discuss Stock Options with Your Team

Both Sides of the Table

I was thumbing through Twitter messages on my Blackberry on Monday (I use Twitter as a “ mobile first, web second &# product) when I saw the following Tweet (see graphic). I freely admit this (along with nearly everything between 1999-2000) was a mistake. Valuation or percentages – it’s up to you.

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10+ Trends: Recap of 2011 and What’s Next…

thebarefootvc

Discovery, in contrast to search, took center stage as Pinterest displayed hockey stick growth (and raised VC money near a $200M valuation in late 2011). Disruption in the Education Space: When I first started looking at education technology investments in 1999, very few VCs would go near the sector.

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Scribbles from Startup Grind

Start Up Blog

They made a trade sale in late 1999. When asked how one should value a company that doesn’t make any – he said the ‘Cisco Valuation Model’ is best. His core web mantra: keeping individually identifiable data confidential is a must. - Though he had a successful exit from it. He believes in a mission.