Pascal's View

SEPTEMBER 7, 2009

The cover story of the September 7 issue of Business Week reports on the “ Radical Future of R&D “, focusing on the internationalization of research and development led by global corporations such as IBM and Hewlett Packard. Unfortunately, Mr. Slywotzky makes an important assertion about venture capital that is incorrect.

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IPO Venture Capital America Marketing 38

Pascal's View

AUGUST 12, 2009

In Silicon Valley, Boston, Austin, and other innovation centers across the country, entrepreneurs and their backers (who are not limited to venture capitalists) are all keenly aware that Washington’s addiction to enacting hasty, one-size-fits–all financial regulation will continue to have far-reaching unintended negative consequences for the U.S.

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IPO Silicon Valley Merger Sweat Equity 28

This is going to be BIG.

JUNE 19, 2012

6/15/2008 – Application network of its own apps plus agency business plus ad network. 10/26/2008 – Agency business and branded applications – No more ad network or mention of their own apps. Buddy Media can build an application and drive 1 million users in just a few months. ” to. ” There you have it.

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Software Media Social Media Advertising 105

Both Sides of the Table

JULY 10, 2010

This episode of This Week in Venture Capital featured Michael Montgomery, president of Montgomery & Co. For entrepreneurs who want to learn about how to work with investment banks, how to position yourself to be acquired and what the IPO markets look like this is the episode to watch.

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IPO Venture Capital Private Placement Cofounder 242

500hats.com

AUGUST 2, 2012

TL:DR : This post aims to recap significant changes in the venture capital industry over the past ten years, and then make some [biased] predictions as to major forces at play in the next five years. However, all three shifts are related and can be summed up simply as: Geeks are Taking Over Venture Capital.

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Silicon Valley Early Stage Venture Capital Valuation 74

Startup Professionals Musings

DECEMBER 26, 2013

Initial Public Offerings (IPO) are back as an exit strategy. That is a 65% increase in the number of IPOs over 2012, and the highest proceeds raised since the year 2000. Twitter was one of the most notable, with a market capitalization now up to $38 billion all by itself. in 2013, with aggregate proceeds of over $38 billion.

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IPO Entrepreneur Social Media Startup 273

Steve Blank

OCTOBER 24, 2017

— Unremarked and unheralded, the balance of power between startup CEOs and their investors has radically changed: IPOs/M&A without a profit (or at times revenue) have become the norm. In the 20th century tech companies and their investors made money through an Initial Public Offering (IPO). Board Control.

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Founder Technical Review CTO Hire IPO 245

Cracking the Code

FEBRUARY 12, 2007

Attendees included Blue Nile , Postini , LinkedIn , Lifelock , Wize , Sparter , Zopa , Revver , Wikia , Flock , Vimo , Delivery Agent , Gerson Lehrman Group , Pure Networks , Zensys , Summit , T3Ci , Endeca and Nominum - a wide spectrum of companies, both in terms of stage (very early to pre-IPO) and sectors (consumer internet, software, chipsets.).

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Software Review SEM Marketing Las Vegas 48

Austin Startup

NOVEMBER 25, 2018

My first day at Bazaarvoice was just a few weeks later, on May 2, 2005, and we built a company from inception to IPO on around $12m of capital use (out of the $24m we raised) in 7 years, creating over a thousand jobs and impacting clients all over the world?—?starting 2008 Harvard Business Review.

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Pascal's View

OCTOBER 9, 2011

Increasing numbers of professionals in a position to foment meaningful change in the capital markets are recognizing that structural issues underlie the IPO drought for emerging companies with market capitalizations below $1 billion. Small Cap IPO? venture capitalists. venture capitalists.

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Equity IPO Venture Capital United States 28

David Teten

JANUARY 10, 2012

He is an active angel with many successful angel investments including: Rent.com, (purchased by Ebay in 2005 for $415 million), Golfnow.com (purchased by Comcast in June 2008), and Lifelock (lead investors include Bessemer Venture Partners and Kleiner Perkins Caufield & Byers). and Tweetdeck (purchased by Twitter in June 2011).

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Technical Review Technology North Carolina Switzerland 128

Cracking the Code

MAY 25, 2010

One of his secret: "Incentivize your marketing team on sales not leads" Jeff Jordan, CEO of OpenTable speaking about his IPO process: " Build relationships with key public investors 2-3 years before going public (Morgan Stanley, Fidelity and T. ipo process. 1st 2008 with a base value of 100.00 Venture Capital. (3).

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Software Review Cloud IPO Jordan 74

Pascal's View

OCTOBER 6, 2009

I’ve been speaking publicly for over one year about the disastrous impact of the capital markets crisis in accelerating the demise of small emerging company IPO’s. In addition to revitalizing America’s slipping global competitiveness, restoring emerging company IPOs in the U.S. IPO market.

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IPO SEC Initial Public Offering United States 37

Pascal's View

MAY 13, 2011

Amount of venture capital raised has exploded. 2003: Spitzer’s Global Research Analyst Settlement, which had the unintended effect of depriving small companies from getting research coverage. And let’s remember that, at the time of these IPO’s, few if any of these companies were household names. cents or 6.25

Equity 31

Equity Securities and Exchange Commission IPO Marketing 31

Cracking the Code

OCTOBER 10, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Friday, October 10, 2008. The Bessemer 10 laws of SaaS - Fall 2008 Release. Save Asia for post-IPO Single instance, multi-tenant, single datacenter - Have only one version of the code in production.

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Software Review North America Europe Metrics 48

Pascal's View

MARCH 28, 2009

  On November 28 th , 2008 I posted a warning on this specific issue: A Case. capital markets regulation. provide much of the liquidity infrastructure for the global capitalist. changes, global economic growth will continue to falter. and asked how I felt about increased regulation of venture capitalists as part.

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Securities and Exchange Commission IPO Government Global 28

Agile VC

NOVEMBER 13, 2012

There are some obvious structural reasons why a shakeout in the venture capital industry takes a long time. There was a healthy amount of capital ($20-30B annually) invested in VC funds during the 2003-2008 timeframe. 2) Rebirth of Some Firms - Mobius Venture Capital is now defunct.

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LP Portfolio Venture Capital IRR 154

Cracking the Code

MARCH 10, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Monday, March 10, 2008. From our private investor experience, a breakeven in 1-2 year seems reasonable and if we look at Salesforce.com CAC ratio since its IPO, it is indeed within this 0.5-1 Venture Capital. (3).

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Sales Software Review Marketing Technical Review 79

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. 2020 Cloud Market: Is The Sky the Limit?

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Europe Cloud Silicon Valley 71

Cracking the Code

SEPTEMBER 2, 2008

Tuesday, September 02, 2008. The Deutsche Bank report has a very interesting chart on the topic presenting the Free Cash Flow margins vs. the revenue growth four years post IPO for select software leaders: As you can see, with 20% Free Cash Flow margin and a 50% growth rate, Salesforce is well positioned in the pack! Venture Capital.

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Software Review Software Technical Review Cloud 48

VC Cafe

JULY 12, 2011

The recent wave of Internet IPOs seems to remind the Israeli VCs of the previous tech bubble. This is a 10% decrease compared to the same quarter last year, and this magnitude of low expectations happened only prior to the 2008 credit crunch. Signs of gloom ahead. 56% of VCs believe that Israeli fund sizes will increase.

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Internet Venture Capital IPO 84

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. The big advantage that we have as a venture capital firm over a hedge fund or a mutual fund is we have a 13-year lockup on our money.

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Software Review Startup Venture Capital Stock 22

Cracking the Code

SEPTEMBER 19, 2017

12 cloud IPOs in the past 2 years: One from Europe SaaS companies are thriving in the public markets, with their aggregated market cap grew 350% since 2011, and 12 cloud companies going public in the past 24 months. Out of the 12 IPOs, Mimecast is the only company from Europe. in SaaS companies globally. in the US, $2.6B

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Europe Cloud API 83

Seeing Both Sides

SEPTEMBER 15, 2015

Only a handful of so-called unicorns — companies that have achieved a valuation of over $1 billion in the last 10 years — come from Israel, and only one Israeli firm, Teva, ranks in the world’s 500 largest companies by market capitalization. In 2014, for example, 18 IPOs raised a record-breaking $9.8 But is all of that changing?

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Cofounder Technical Review United States 20

VC Cafe

FEBRUARY 11, 2020

According to the 2019 Annual European Venture Report by PitchBook , European startups raised €32.4 Corporate venture capital (CVC) represented 45% of the total capital raised. For the purposes of this post, startups are companies started post financial crisis (since 2008), either private or public. YoY increase.

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Balance Sheet Startup IPO Venture Capital 201

Cracking the Code

FEBRUARY 4, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Monday, February 04, 2008. 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).

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Software Review South Korea IPO Portfolio 48

Cracking the Code

JULY 6, 2007

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. I was surprised today when I went through the NetSuite IPO filling (S1) to see that it looked very much like any Enterprise software document - not a single mention of churn or % of recurring revenues. Venture Capital. (3).

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Software Review Metrics Valuation Technical Review 66

Scalable Startup

MAY 16, 2015

While the global financial crash of 2008 and the resulting Great Recession initially slowed job growth in Silicon Valley, the meteoric rise of smart phones and social media helped the tech industry as a whole to power ahead despite the near collapse of the global economy. A Variation on the Global Economic Crash of 2008?

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