David Teten

AUGUST 7, 2019

Likely signs of a Value investment: the company has challenges in filling out the round; the investors have more negotiating leverage than the founders during the closing process; the company has significantly better metrics (e.g. LTV / CAC, revenue growth, etc.) As booms progress, more and more investors adopt a Momentum model.

Venture Capital 60

Venture Capital Valuation Stock NDA 60

Cracking the Code

MARCH 28, 2022

While the average forward revenue multiple has declined slightly since its February 2020 peak (19x), it’s still higher today than last year at 17x vs 15.8x We opened our office in London in 2000, followed a few years later by Bangalore. The Index added another $0.9T in value in the past year and the pace of growth is accelerating.

Global 62

Global Europe Software Review 62

Both Sides of the Table

JUNE 5, 2011

million post-money valuation with no revenue. It was early 2000. We had companies pitching us that had almost no revenue at all and they were raising $10-15 million in capital at a $40-50 million pre-money valuation. Another firm we saw tried to raise $15 million at a $60 million pre-money with similar metrics.

Pre-Money Valuation 336

Pre-Money Valuation Valuation Silicon Valley Stock 336

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. billion market capitalization as of this writing. .

Part-Time VPE 54

Part-Time VPE Software Review Costa Rica Technical Review 54

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. Two, revenue.

Small Business 95

Small Business Finance Forecast Metrics 95

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. Venture Capital. (3). Post a Comment.

Software Review 48

Software Review Technical Review Valuation Portfolio 48

This is going to be BIG.

MARCH 30, 2015

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." Because companies today have way more revenues than the companies that went public or had huge up rounds back then. Each month, they''d tick up just a little bit.

Hockey Stick 60

Hockey Stick Valuation Startup Maryland 60

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. As such, it is time to pound the table again – conversion is by far the most powerful Internet metric of all.

Metrics 93

Metrics Conversion Internet Acquisition 93

Steve Blank

SEPTEMBER 10, 2009

Most startups following the Product Development Model never achieve their revenue plan and burn through a ton of cash not knowing what hit them. After twelve months Handspring’s revenue was $170 million. This was possible because in 2000, Donna and Handspring were in an Existing Market. They never understood Market Type.

Customer Development 196

Customer Development Developer Customer Silicon Valley 196

ConversionXL

NOVEMBER 29, 2012

136 CMOs were recently asked “What do you see as your biggest opportunity for revenue generation in early 2013?” Moneyball uses rigorous statistical data analysis in player selection and attempts to predict the value of the players by using metrics more granular then batting averages and RBIs. It’s not just baseball.

Design 100

Design Analytics Software Review Conversion 100

Both Sides of the Table

JUNE 12, 2010

We had a special edition of This Week in Venture Capital this week shooting out of the Next New Networks offices in New York. Our guest was Mo Koyfman of Spark Capital. And what we think about Sequoia’s website , First Round Capital’s and True Ventures (we both like to copy stuff from True).

Venture Capital 217

Venture Capital Los Angeles Oakland Asia 217