Cracking the Code

NOVEMBER 13, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. It is also intriguing to see that the market bottom was reached only two years after the start of the decline for the 1929, 1973 and 2000 crises, so we might need another year before the market reaches it lowest point.

Software Review 48

Software Review Technical Review Valuation Portfolio 48

abovethecrowd.com

OCTOBER 1, 2013

Over 13 years ago, in March of 2000, I wrote a blog post titled “ The Most Powerful Internet Metric of All. ” The key thesis was this: if an Internet company could obsess about only one metric, it should be conversion. The most obvious form of this, and by far the easiest to implement, is Google AdWords.

Metrics 93

Metrics Conversion Internet Acquisition 93

This is going to be BIG.

MARCH 30, 2015

Most internet opportunities were of modest scale – often worth pursuing – but not usually worth taking public. Because most internet business concepts were not capable of productively employing tens of millions of dollars of venture capital does not mean they were bad ideas." They''ll be around 10 years from now.

Hockey Stick 60

Hockey Stick Valuation Startup Maryland 60

ReadWriteStart

APRIL 26, 2012

In an interview with ReadWriteWeb, Davidson explains how the latest industry to receive the disruption treatment has been the venture capital business itself, with the epicenter of the quake right around San Francisco. They were some great, small banks: Robertson Stephens, Hambrecht & Quist, Alex. The question is why?

IPO 115

IPO Stock San Francisco Lean 115

Ben's Blog

MARCH 24, 2011

Let’s look at public market comparables and venture capital flows to see if we can find a match. In the great bubble of 1998-2000, the boom in public valuations mirrored the boom in private valuations. Venture capital flows. If too much venture capital hits the streets, valuations will bubble up.

Technical Review 78

Technical Review Venture Capital Valuation Database 78

Pascal's View

AUGUST 21, 2011

question in venture capital. This time, the debate centers on the “favored few” Social Media venture backed companies that have brought tremendous windfalls to a select group of venture funds and management teams, both pre- and post-IPO. Welcome to the latest passionate debate over the ‘valuation bubble or not?’

Valuation 50

Valuation Social Media Media IPO 50

Seeing Both Sides

AUGUST 16, 2012

Last week, I wrote about Akamai , a company with strong network effects that successfully transitioned from a single product to build a platform that garners over a billion dollars in revenue and is now a core part of the Internet’s fabric. Big Data meets travel…in 2000. Magical, really. TripAdvisor’s History: Two Big Pivots.

Part-Time VPE 54

Part-Time VPE Software Review Costa Rica Technical Review 54

Both Sides of the Table

JANUARY 31, 2010

Mine started this way … I started my first company in the “go-go years&# of the Internet: 1999. We raised a seed round of capital in 1999 and our first venture capital round was the first week of March 2000 (e.g. We had a $40 million round lined up to close in the Autumn of 2000.

Entrepreneur 308

Entrepreneur Silicon Valley San Diego Non-Compete 308

Scalable Startup

FEBRUARY 1, 2013

And now all of a sudden you have got this global market of all these early adopters that have smartphones connected to the Internet, and they can just pick up their things and run with them. So it would seem like they are an antidote to, or at least less offensive than, social/consumer Internet companies are to the public markets.

Software Review 22

Software Review Startup Venture Capital Stock 22

Cracking the Code

JUNE 24, 2021

But the Valley in 1999 was a new world of startups, venture capital, and stock options. 1999/2000 was the startup heyday, and I was in the hot space of telecoms – it all looked promising. Today, we’re a global leader in the carpooling category, but back then that was a pretty new thing in the consumer internet space.

Global 62

Global Europe France Cofounder 62

SoCal CTO

AUGUST 3, 2010

SaaS 101: 7 Simple Lessons From Inside HubSpot - OnStartups , July 19, 2010 It’s been a little over 4 years since I officially launched my internet marketing software company , HubSpot. So, I’ve had about 4 years on the “inside” of a fast-growing, venture-backed B2B SaaS startup. Metrics availability. Here’s why. Not so bad.

Software Review 217

Software Review Startup Venture Capital Technical Review 217

Up and Running

DECEMBER 9, 2014

Maybe you are wondering which metrics to track, or whether or not you should take out a loan for your business. Bates: Josh, it reminds me of when I was doing web sites back in the day in 2000 and 1998 and instead of going and being able to buy a shopping cart you had to code the shopping cart from scratch. My name is John Bates.

Small Business 95

Small Business Finance Forecast Metrics 95