Agile VC

APRIL 17, 2011

In 2010 I deconstructed the filings for GameFly and Quinstreet. GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. Filing Date: initial S-1 filed Nov 17, 2010 , updated March 9, 2011. Financial Snapshot: 2010 Revenue: $170 million.

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

JUNE 5, 2011

Financial Snapshot: 2010 Revenue: $713M. Revenue Growth: 2241% YoY (2010 vs 2009), 1357% YOY (Q1 2011 vs Q1 2010). 2010 Gross Profit: $280M. Gross Profit Margins: 42% (Q1 2011), 39% (2010), 36% (2009) –> i.e. for every $1 of Groupons sold, the company currently keeps $0.42 in net revenue and passes $0.58

North America 100

North America Chicago Boston Silicon Valley 100

Startup Lessons Learned

AUGUST 24, 2009

Seed-stage investors are learning the metrics of traction, and are getting better at identifying those companies that are really achieving validated learning about customers. Tell your Startup Visa story Speaking 2010: Webstock, GDC, Web 2.0, April 23, 2010 in San Francisco. link] August 24, 2009 2:50 PM Quentin said.

San Francisco 113

San Francisco Lean Technical Review Distribution 113

Agile VC

MARCH 8, 2012

How to Evaluate Firms for a Seed VC. In the fall of 2010 I laid out reasons why all the tech “bubble” chatter was really more the hallmark of a reasonably sustained boom , and then revisited the topic almost one year ago to the day. I co-founded NextView Ventures , a seed-stage VC firm based in Boston, in 2010.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

K9 Ventures

MAY 14, 2011

This is what has led to the current frothiness at the seed stage, because these angels pay up for access to deals. <$50K in aggregate. It is temporary, because when I look at the seed deals that were done in 2010 – 2011, there are several high quality companies that are in the pipeline for a Series A and Series B.

Preferred Stock 125

Preferred Stock Seed Stage Incubator Early Stage 125

Rob Go

JANUARY 16, 2013

At the time, I was thinking generally about the concept of aggregating demand for products and local services, and just hearing the word “Groupon” piqued my interest. I went to Groupon to find the daily deal site has just launched a couple weeks prior in Boston, after running a few deals in CHicago in late 2008.

Seed Stage 38

Seed Stage Chicago Aggregator Bootstrapping 38

www.seriesseed.com

MARCH 2, 2010

SeriesSeed.com Series Seed Financing Documents Blog Home Documents Blog Archives Subscribe 09/02/2010 Version 2.0 and why Series Seed Documents are better than capped convertible notes “First they ignore you. Posted at 12:24 PM | Permalink | Comments (4) | TrackBack (0) | Reblog (1) 05/24/2010 Step 2 (as opposed to version 1.1)

Finance 58

Finance Term Sheet Equity Aggregator 58