The Equity Kicker

JANUARY 21, 2014

Following Google’s acquisition of Nest last week Venturebeat published the following list of Google’s top ten acquisitions by value: Motorola Mobility – $12.5 ITA Software – $700 million, 2011. ITA Software – $700 million, 2011. Admeld – $400 million, 2011. billion, 2012. Nest Labs – $3.2 YouTube – $1.7

Acquisition 103

Acquisition IPO Mobile Internet 103

Agile VC

JUNE 5, 2011

June 5, 2011. Filing Date: initial filing June 2, 2011. Run Rate Revenue: $2.6B (Q1 2011 annualized). Revenue Growth: 2241% YoY (2010 vs 2009), 1357% YOY (Q1 2011 vs Q1 2010). Run Rate Gross Profit: $1.1B (Q1 2011 annualized). Featured merchants (may not have tipped): 56.8K (Q1 2011), 66.3K (2010), 2.7K (2009).

North America 100

North America Chicago Boston Silicon Valley 100

Agile VC

OCTOBER 27, 2011

October 28, 2011. There’s a couple different forces I see at work: 1) Selling & Customer Acquisition - In the last 5 years, the biggest force in business software was the impact of the cloud as an infrastructure layer and product/service delivery mechanism. © 2011 GenuineVC - All rights reserved. Previous Entries.

Software 100

Software B2B Silicon Valley Acquisition 100

Steve Blank

JUNE 8, 2021

Hacking for Defense has its origins in the Lean LaunchPad class I first taught at Stanford in 2011. If you can’t see the Project Agrippa slides, click here. It Started With An Idea. I observed that teaching case studies and/or how to write a business plan as a capstone entrepreneurship class didn’t match the hands-on chaos of a startup.

Lean 385

Lean Security Asia SBIR 385

ReadWriteStart

JUNE 16, 2011

They need to get a handle on the customer acquisition strategy and I advised Ram Kumar to utilize the Positioning and Customer Acquisition modules of the 1M/1M premium curriculum to work on it further. PDT on the following dates: Thursday, June 23, 2011: Register Here. Thursday, June 30, 2011: Register Here.

India 123

India Bootstrapping Non-Compete Entrepreneur 123

Agile VC

APRIL 17, 2011

April 17, 2011. GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. Quinstreet priced at $15.00/sh

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

The Equity Kicker

MARCH 16, 2012

Mergers and acquisitions have a notoriously high failure rate and as a result investors knocked a couple of percent off Cisco’s share price yesterday following the announcement of their $5bn acquisition of NDS Group. This is the money quote: Many acquisitions fail. Related articles.

Acquisition 104

Acquisition Merger Social Network Revenue 104

YoungUpstarts

JUNE 20, 2019

Founder Labs in 2011, Everett pitched an idea to make calendars more useful for executive assistants. Everett was head of Customer Acquisition and Community for Linden Lab. . Everett Harper is the CEO and cofounder of Truss , which builds software and infrastructure to help companies scale and modernize digital services. At Women 2.0

Technical Cofounder 113

Technical Cofounder Burn Rate Seed Stage Cofounder 113

crowdSPRING Blog

DECEMBER 22, 2010

Ten Crowdsourcing Trends for 2011 – [link]. Ten Crowdsourcing Trends for 2011 – [link]. An entrepreneur tells us how he screwed up his Google acquisition – [link]. Ten Crowdsourcing Trends for 2011 – [link]. Good analysis by @jowyang about Dachis Group acquisition of Powered – [link].

Social Media 97

Social Media Small Business Design Media 97

Growthink Blog

FEBRUARY 24, 2012

I just finished reading through the 2011 M&A reports (the reports usually come out a month or two after the end of the year). But for now, I'd like to hand out the award to the company that acquired the most companies in 2011 - Google. But Google's acquisitions weren't even a blip on the entire radar screen of acquisitions.

Acquisition 109

Acquisition Mobile Engineer Revenue 109

YoungUpstarts

DECEMBER 27, 2012

In doing so, customer service began to take a backseat to customer acquisition. Although the volume of mobile card payments surged in 2011 to reach $86.1 Explosion of mobile payment services leads to lower cost and more options.

United States 185

United States Social Media Mobile Technical Review 185

thebarefootvc

FEBRUARY 19, 2014

Why this acquisition? Relevance: In 2011 (mentioned on page 18 if you view the presentation), Facebook only had 11% of the world’s internet users on on its platform – the figure was at 50% in North America. What in the World?!? Connectivity: The very human need for connectivity is a powerful one.

India 107

India North America Ukraine Silicon Valley 107

For Entrepreneurs

JUNE 6, 2012

There is some great data on topics such as growth rates, cost of customer acquisition, churn/retention, expense models, capital efficiency, etc. Pacific Crest, an investment banking firm with a strong focus on SaaS, has surveyed a 70 SaaS companies with very interesting results.

Retention 167

Retention Acquisition Cost Customer 167

View from Seed

DECEMBER 4, 2019

In fact, the top quartile TVPI of the 2011 vintage is 2.6, At the same time, despite some realizations in recent years through M&A, PE acquisitions, and IPOs, the general sense I get from LPs is that the level of distributions don’t quite line up with the unrealized performance. That’s only 0.5X nearly the same as 2007.

LP 256

LP IRR Distribution Portfolio 256

Cracking the Code

FEBRUARY 23, 2011

Wednesday, February 23, 2011. It would have been easy to explain the difference by changes in the 2010/2011 revenue growth projections but unfortunately that is not the case. ▼ 2011. (2). Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. What happened?

Software Review 101

Software Review Technical Review Valuation Europe 101

Both Sides of the Table

OCTOBER 21, 2009

Montgomery believes there will be 50 IPOs in 2010 as there is pent-up supply and a higher risk tolerance amongst institutional public investors harmonizing at 40 deals / year for the 3 years starting in 2011. More interestingly Montgomery expect the M&A market to grow to 600 in 2011 and 750 in 2012. Love to hear more views! .

Technical Review 241

Technical Review IPO Southern California Venture Capital 241

Haystack

NOVEMBER 24, 2018

It’s been a few years now since BlackBerry made phones, and this represents its largest purchase to date (by a factor of 3) since its 2015 acquisition of Good Technology. If we rewind the clock back to 2011/2012, the announcement of the iPad was largely viewed through the lens of consumer apps — a notable example being Flipboard.

Acquisition 62

Acquisition Artificial Inteligence Balance Sheet Cofounder 62

Steve Blank

JUNE 12, 2020

Hacking for Defense has its origins in the Lean LaunchPad class I first taught at Stanford in 2011. If you can’t see the video of the Protocol One team presenting click here. If you can’t see the Protocol One slides click here. It Started with an Idea.

Oakland 301

Oakland Asia Lean Video 301

The Next Web

OCTOBER 17, 2012

If true, and our sources are very well placed, the acquisition helps end a tumultuous period of Color’s existence. Pham left the startup in June 2011 over unknown reasons and went to work at Los Angeles incubator Science. graph and patents related to GPS location and battery saving.

Los Angeles 161

Los Angeles Silicon Valley Media Startup 161

Lightspeed Venture Partners

JANUARY 6, 2011

[And congrats to Alex Le, cofounder of a prior investment, Serious Business, whose first game since the Zynga acquisition is CityVille.]. Scott Albro of Focus , a knowledge sharing community for business people, has fully embraced the idea of constant iteration for 2011, taking the best practices of social media to the business media world.

Stealth 60

Stealth Startup Lean Cofounder 60

ReadWriteStart

JANUARY 3, 2011

"While it isn't clear if companies with blockbuster potential - like Facebook and Groupon - will come to market in 2011, there is a healthy IPO pipeline. Indeed, there has been much speculation about 2011 being the year of the " blockbuster tech IPO ," particularly following recent funding rounds by Groupon and Facebook. Discuss.

IPO 118

IPO .Net Capital Gains Acquisition 118

Steve Blank

NOVEMBER 18, 2016

For example, according to CBInsights nearly 140 machine intelligence have been acquired since 2011, with over 40 being bought so far in 2016. Most often the first acquisitions in a hype cycle are for the “shiny objects” – the technology, the team and the tools. I had all that in mind as we watched our teams present.

Artificial Inteligence 318

Artificial Inteligence Lean Exit Strategy Startup 318

Startup Professionals Musings

JANUARY 16, 2011

Do you need the IPO for your acquisitions strategy? Of course, you’re going to have to perform well to make that stock useful in the acquisitions process. Is your spotlight bright enough to start a new wave? Do you need this for recruitment and retention?

IPO 223

IPO Social Media Media Exit Strategy 223

View from Seed

SEPTEMBER 14, 2021

One thing that jumps out quickly is that TVPI between 2004-2010 (avg 2.6x) has underperformed 2011-2017 (avg 3.0x). My hypothesis is that one of the biggest drivers of extreme outperformance for less mature funds is outlier acquisitions that happen early in a fund’s life. . So, let’s just look back 10 years to the 2011 vintage.

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

View from Seed

SEPTEMBER 14, 2021

One thing that jumps out quickly is that TVPI between 2004-2010 (avg 2.6x) has underperformed 2011-2017 (avg 3.0x). My hypothesis is that one of the biggest drivers of extreme outperformance for less mature funds is outlier acquisitions that happen early in a fund’s life. . So, let’s just look back 10 years to the 2011 vintage.

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

Agile VC

MAY 26, 2011

May 26, 2011. Online social networking is a concept still being evangelized even in Silicon Valley… Friendster is in private beta (wasn’t until Oct 2003 they received Google acquisition offer which they turned down for Kleiner/Benchmark round). © 2011 GenuineVC - All rights reserved. A lot has changed.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

VC Cafe

OCTOBER 28, 2021

The consumerisation of enterprise was a big investment trend in 2011-2012. In this Techcrunch article written by Aaron Levie of Box, he refers to it as the rise of enterprise ‘to ys’, citing the acquisition of Yammer by Microsoft for $1.3

B2B 167

B2B Sales Cycle Software Mobile 167

crowdSPRING Blog

NOVEMBER 27, 2012

The global art market is believed to be about $61 billion (2011). … Due to the relatively small potential contract values in restaurants, startups serving these customer segments have to build very efficient sales teams or online customer acquisition tools to aggregate many of them inexpensively.

Small Business 110

Small Business Marketing Startup Silicon Valley 110

Cracking the Code

MARCH 12, 2010

You could argue that it takes some time to restart the SaaS flywheel after a slow year, but an acceleration in 2010 should at least translate into a stronger 2011 guidance, which is not really the case (10/11 growth median is 18%, so barely above 2010). ► 2011. (2). sales and marketing. (10). Small and medium businesses. (2).

Software Review 63

Software Review Technical Review Cloud Forecast 63

Duct Tape Marketing

JUNE 21, 2011

SIMPLE, EFFECTIVE AND AFFORDABLE SMALL BUSINESS MARKETING Home About Consulting Products Programs Workshops Blog Resources Contact Subscribe by RSS Subscribe to Duct Tape Marketing by Email Small Business Week 2011 Our winners! The Referral Engine – Teaching Your Business to Market Itself – by John Jantsch. All rights reserved.

Small Business 66

Small Business Marketing Software Review Portland 66

Steve Blank

APRIL 13, 2013

To compare the two, in 2011 U.S. By comparison, in 2011 Chinese VC’s invested $13 billion in all deals. The number of deals in Technology, Media and Telecommunications more than doubled in 2011 over the previous five years and slowed back down dramatically in 2012. China now has plenty of both. venture capitalists invested $26.5

Silicon Valley 267

Silicon Valley China Venture Capital Merger 267

Both Sides of the Table

DECEMBER 27, 2011

While Google and Facebook will buy “acquihires” (at least as of Dec 2011), many acquirers hate the idea of buying companies that aren’t profitable. When they look at buying your company they often think in terms of “how long will it take until I earn back the profits to pay for my acquisition price?”

Startup 418

Startup Revenue Technical Review Flash 418

Steve Blank

MARCH 18, 2011

The New Bubble : (2011 – 2014): Here we go again…. (If Tech IPOs were a receding memory, and mergers and acquisitions became the only path to liquidity for startups. Rules For the New Bubble: 2011 -2014. Rules for building a company in 2011 are different than they were in 2008 or 1998. 1970 – 1995: The Golden Age.

Internet 334

Internet IPO Silicon Valley Agile 334

YoungUpstarts

SEPTEMBER 5, 2013

One of Asia’s biggest regional technology and startup blogs just got bigger – Tech in Asia ( Techinasia.com ) just announced its acquisition of fellow Singapore-based tech blog SGEntrepreneurs (SGE) for an undisclosed sum, entrenching itself as one of the leading English language blogs covering the technology scene in Asia.

Singapore 159

Singapore Asia Merger Cofounder 159

YoungUpstarts

SEPTEMBER 9, 2012

In fact, in 2011 Google literally doubled its global advertising and promotion spending from the previous year to US$1.5 And despite its financial troubles before acquisition by Google, Motorola Mobility also increased ad spending that year.

Advertising 171

Advertising Social Media Acquisition Global 171

Growthink Blog

JULY 23, 2013

Landing a big client may make you feel like you can take a break from marketing and customer acquisition. For example, in 2011 there were far reaching changes made by the FCC that drastically affected how a telemarketer could get access to calling lists and contact consumers. But beware of this false sense of security.

Revenue 115

Revenue Security Acquisition Business Model 115

Rob Go

DECEMBER 28, 2011

So I thought I’d jot down some of the highlights I have seen from my vantage point in this 2011 Boston Consumer Web Year in Review. Ebay’s third largest acquisition in the last 3 years. The company is expected to do around $500M in revenue in 2011 and has seen 50%+ growth YoY the past two years. IPO’s/Exits.

Technical Review 54

Technical Review Boston Software Review IPO 54