View from Seed

APRIL 30, 2019

All three have different business models… SaaS, media/ad, and consumer transactional. All three are impressive and valuable businesses in their own right. In the last decade or so, high profile consumer IPOs have often gotten lofty valuations. Zoom is a B2B company Pinterest and Lyft are obviously B2C companies.

IPO 180

IPO B2B B2C Institutional Investors 180

Steve Blank

SEPTEMBER 14, 2009

Underwriters realized that as long as the public was happy snapping up shares, they could make huge profits on the inflated valuations (regardless of whether or not the company should have ever been public.) The valuations for acquisitions were nothing like the Internet bubble, but there was a path to liquidity, difficult as it was.

Silicon Valley 217

Silicon Valley IPO Technical Review Venture Capital 217

This is going to be BIG.

MAY 9, 2022

If your business model literally can’t work without you raising $50-100mm more, then you’re playing a pretty dangerous game that was always obviously heavily reliant on friendly capital markets that might disappear. It was super hard to get any kind of financing before, and it will remain so. The incentive is too strong.

Stock 97

Stock Marketing Valuation Later Stage 97

Agile VC

APRIL 30, 2019

All three have different business models… SaaS, media/ad, and consumer transactional. All three are impressive and valuable businesses in their own right. In the last decade or so, high profile consumer IPOs have often gotten lofty valuations. Zoom is a B2B company Pinterest and Lyft are obviously B2C companies.

IPO 100

IPO B2B B2C Institutional Investors 100

Scalable Startup

AUGUST 26, 2014

As further market proof of the power of Drupal in the enterprise, Acquia has received about $100 million in funding in the past 3 months, which puts its valuation at over $1 billion. They kind of invented this business model. Google has optimized this open source to freemium model in almost all of its products.

Founder 42

Founder Los Angeles PHP Open Source 42

Start Up Blog

MAY 13, 2019

But I do think this IPO is very instructive from a technology business strategy and investment perspective, so I thought I’d lay it out in clear terms why I don’t think Uber has a bright future as a publicly traded stock. So get ready for some finance meets tech nerdocity below.

IPO 48

IPO Valuation Stock Cost 48

Ben's Blog

AUGUST 17, 2020

When speaking with founders and private growth investors, we hear countless references to “multiples paid” on current or near-term revenue; both obsess over this because a higher multiple translates to a higher valuation. How valuation multiples work Why did multiples become a shortcut-heuristic for estimating valuations in the first place?

Valuation 36

Valuation Balance Sheet Cofounder Forecast 36