Cracking the Code

NOVEMBER 10, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. and the second SaaS public transaction in history behind the acquisition of Webex by Cisco in 2007 for $3.2B. Cracking The Code on Facebook. software. (10). ► 2007. (10).

Software Review 48

Software Review Technical Review IPO Cloud 48

Cracking the Code

JANUARY 28, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Happy New Year to you, Cracking-the-code reader! You have been 2,950 to visit the site in 2007 and you looked at 3,920 pages. Intego is the leading Security Software Suite for Mac.

Software Review 48

Software Review Technical Review Los Angeles Europe 48

Cracking the Code

JANUARY 22, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. While it may make sense to offer very slight adjustments for favorable payment terms and one time revenue, net additions to MRR should dominate the sales rep’s thoughts.

Software Review 91

Software Review Clawback Sales Salary 91

Cracking the Code

NOVEMBER 10, 2009

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Software as a Service (SaaS), the most mature of these segments, is comprised of end user applications like Salesforce.com. Forget everything you learned about software channels.

Software Review 48

Software Review Cloud Technical Review Sales Cycle 48

Cracking the Code

NOVEMBER 13, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Thursday, November 13, 2008. Getting through the downturn: a few thoughts for SaaS companies planning their 2009 budget. With this decline, the average EV/08 rev. multiple fell down to ~2.2x

Software Review 48

Software Review Technical Review Valuation Portfolio 48

Cracking the Code

JULY 6, 2007

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Friday, July 06, 2007. The reason for this difference, from an investor perspective, is that the SaaS model provides far clearer visibility into future revenues.

Software Review 66

Software Review Metrics Valuation Technical Review 66

Cracking the Code

FEBRUARY 25, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. It includes NetSuite, SuccessFactors, Vocus, SalesForce, Taleo, DemandTec, LivePerson, Constant Contact, Concur, Ultimate Software, Salary.com, Omniture and Kenexa. Labels: SaaS , software.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Cracking the Code

SEPTEMBER 2, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. So where does Salesforces profitability stands today compared to the most successful on premise public software companies? traditional software is like cocaine--youre hooked.

Software Review 48

Software Review Software Technical Review Cloud 48

Altgate

SEPTEMBER 16, 2010

The presentation was on outsourcing generally, not just software engineering and the audience was very early stage companies (some yet to be founded). But did you know that founder Markus Frind has just 3 employees for his $10MM+ revenue business? Unfortunately they will be very expensive (30-50% or more of gross revenue).

Software Review 65

Software Review Offshore Startup Boston 65

Cracking the Code

OCTOBER 10, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Save Asia for post-IPO Single instance, multi-tenant, single datacenter - Have only one version of the code in production. Labels: SaaS , sales and marketing , software. at 11:09 AM.

Software Review 48

Software Review North America Europe Metrics 48

Cracking the Code

MARCH 10, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. The CMRR represents the revenue contracted during quarter N and not recognized yet on a GAAP basis because the service has not been implemented. Monday, March 10, 2008.

Sales 79

Sales Software Review Marketing Technical Review 79

Cracking the Code

DECEMBER 16, 2006

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. The theme was "the future of software". He is a great speaker and I enjoyed the speech, but after 40mn, I was still waiting to hear about the future of software.

Software Review 48

Software Review Silicon Valley Technical Review Software 48

Both Sides of the Table

JUNE 22, 2011

I know that most people who are close to them tend to deny their existence, as we saw in the great housing bubble of 2002-2007 and the dot com bubble of 1997-2000. Ah, but today’s Internet companies have real revenue! I believe a bubble occurs when a market is willing to pay greater than intrinsic value for an asset class.

Saudi Arabia 309

Saudi Arabia Valuation IPO Technical Review 309

Cracking the Code

FEBRUARY 4, 2008

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. A few times per year, Bessemer organizes a CxO event for our portfolio companies and we decided to focus our first session of 2008 on Software-as-a-service (SaaS). Monday, February 04, 2008.

Software Review 48

Software Review South Korea IPO Portfolio 48

crowdSPRING Blog

APRIL 13, 2011

US newspaper revenues faced a 30% decline 2007-09. Legal Contracts for Software Developers Who Hate Contracts (w/free contract template tco use today) – [link]. The 5 Dangerous Realities of Social Media for Business – [link]. 10 Tips To Improve Email Marketing – [link]. Vintage Label Designs – [link].

Social Media 91

Social Media Small Business Design Media 91

www.inc.com

SEPTEMBER 24, 2011

Business Software. Last spring, Dave Graham , founder of software consulting firm Arizona Bay, learned that a major client, Jumpstart Automotive Media, had been acquired for more than $80 million. Like a venture capitalist reviewing business plans, he now weighs the potential of every company Arizona Bay works with. Advertising.

Arizona 40

Arizona Equity Iowa Venture Capital 40

crowdSPRING Blog

APRIL 20, 2011

US newspaper revenues faced a 30% decline 2007-09. Legal Contracts for Software Developers Who Hate Contracts (w/free contract template tco use today) – [link]. Design is Product, Product is Design - [link]. Interesting perspective about possible problems at Twitter – [link]. Eye-Catching Print Ads - [link].

Social Media 94

Social Media Small Business Design Media 94

Startup Lessons Learned

SEPTEMBER 11, 2009

This single decision wound up costing the company significant revenue and over the course of several months sent its customer growth into decline. peer review is NOT working. Eric, When I came to IMVU back in 2007, I had really enjoyed the actual product (the chat client) and getting to know the regulars on the forum.

Community 158

Community Management Lean Software Review 158

www.forentrepreneurs.com

FEBRUARY 2, 2010

Far more common is a need to acquire customers through a series of steps like SEO, SEM, PR, Social Marketing, direct sales, channel sales, etc. It appears that LTV should be about 3 x CAC for a viable SaaS or other form of recurring revenue model. For more on the topic of Viral Growth, refer to my blog post on that topic here.)

Acquisition 103

Acquisition Cost Customer Entrepreneur 103