Ben's Blog

MAY 24, 2021

There are a number of trends concerning IPOs and capital formation to note: First, the raw number of IPOs has declined significantly: From 1980-2000, the US averaged roughly 300 IPOs per year; from 2001-2016, the average fell to 108 per year. 1999-2000 51.6% Time Period IPO Pop % Above IFR 1999-2000 51.6% 1999-2000 37.5%

SEC 36

SEC Accredited Investor IPO Technical Review 36

abovethecrowd.com

JULY 10, 2014

Financial models, especially valuation models, are interesting in that they can be particularly precise. While it may seem like a tough question to answer, I would argue that most practitioners of valuation analysis would state “not very high.” It is not my aim to specifically convince anyone that Uber is worth any specific valuation.

San Francisco 111

San Francisco San Jose Marketing Technical Review 111

This is going to be BIG.

NOVEMBER 7, 2011

Is 2012 going to be 2000 all over again? Valuations. There are a ton of companies being funded at $500+ million valuations--seriously limiting exit opportunities. Facebook is doing billions in revenues. LinkedIn has great revenue growth. Are their valuations justified? Are we in a bubble? stock market."

Angel Investor 104

Angel Investor Valuation Startup Revenue 104

Cracking the Code

MARCH 24, 2015

As the Nasdaq reached 5,000 pts that day, the focus of the discussion was not on mobile trends but on valuation and whether or not we are in a bubble. In a nutshell, my argument was that on the public side, the valuation of high growth tech companies do not seem very inflated at this point. for a growth rate of 25%.

Valuation 48

Valuation Venture Capital Mobile Global 48

Cracking the Code

NOVEMBER 13, 2008

The fact that SaaS valuations are being more affected by the downturn than the Nasdaq can be surprising given the supposed resiliency of the SaaS model (recurring revenues) but it translates the public investors belief that SMB software spend is going to be hit very hard by this recession. With this decline, the average EV/08 rev.

Software Review 48

Software Review Technical Review Valuation Portfolio 48

gigaom.com

JULY 10, 2012

Developers that exceed that amount will be charged $20 for each 2000-point increment, which works out to about 1 cent per transaction. Mobile Q4: The scramble for spectrum continues Updated: Forecast: global mobile subscribers, 2010–2015 Carrier IQ and the continued erosion of operator trust. Image courtesy Flickr user Lazurite.

API 50

API Technical Review Artificial Inteligence RSS 50

The Equity Kicker

AUGUST 24, 2012

Nic Brisbourne on why the technology start-up ecosystem will remain an important part of the global economy, despite some recent missteps. The reality is that we have been dealing with a market failure to provide liquidity to investors in late-stage companies for most of the time since the internet bubble burst in March 2000.

IPO 101

IPO Valuation Silicon Valley Venture Capital 101

Both Sides of the Table

SEPTEMBER 17, 2017

These standards allowed global collaboration and expanded the boundaries of trade. I believe the massive valuation increases in cryptocurrencies we’ve witnessed of late are not based on any fundamentals other than speculation and a drive for a quick profit by many who have gained from the market hype. Regulation will come.

Government 280

Government Distribution Stock United States 280

Cracking the Code

OCTOBER 13, 2020

UiPath broke that milestone this summer, in just nine months, establishing Europe as a major global center for software innovation. Before jumping into the list, let’s have a quick look at what’s been a very special year in many ways for the cloud ecosystem globally and in Europe. Big milestones for the old continent!

Europe 71

Europe Cloud Silicon Valley 71

Seeing Both Sides

AUGUST 3, 2012

Incorporated in 1998 in Cambridge, Massachusetts, the company’s network of over 100,000 globally distributed servers provides an infrastructure layer that accelerates the distribution and delivery of content, media and applications. billion in revenue, over $1 billion in gross profit and $500 million in EBITDA. Founding Akamai.

Distribution 49

Distribution Lean Massachusetts Cofounder 49

VC Cafe

AUGUST 15, 2011

. “Having shown an excellent track record in weathering the most recent crisis via timely monetary and fiscal policy responses, the country earned well deserved respect and confidence among global investors,&# the bank said. “ Ophir has a history of impressive revenue growth. Israel’s Radiancy Inc., Share/Bookmark.

China 90

China Cofounder India 90

Altgate

MARCH 8, 2009

Growth stage investors are usually the Series B or C investors who come in when the product is in the market but there is little or no revenue and the team is probably in the 20-something range with the goal to ramp it up to 40-50 employees with the new money, build out a sales team, etc. Also, the $1.5

Later Stage 34

Later Stage Early Stage Venture Capital Portfolio 34