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. Be realistic on valuation: the best public SaaS companies lost 60% of their value on average, so it is likely your valuation is down too! Thursday, November 13, 2008.

Software Review 48

Software Review Technical Review Valuation Portfolio 48

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. Cracking The Code on Facebook. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. software. (10). ► 2011. (2). Software 2.0:

Software Review 48

Software Review Technical Review IPO Cloud 48

Both Sides of the Table

JUNE 22, 2011

Ah, but today’s Internet companies have real revenue! It’s like people arguing that there’s a beautiful beach house in 2006 that represents great long-term value due to scarcity of similar property. And for some that means that despite waiting they may see worse valuations in the future than now. and profits!

Saudi Arabia 309

Saudi Arabia Valuation IPO Technical Review 309

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

Agile VC

MAY 26, 2011

May 26, 2011. LinkedIn’s product had only been live for a couple months, we only had tens of thousands of registered users, and wouldn’t start generating revenue for more than a year after this point. round which closed in November 2003, and the pre-money valuation between $10 million and $15 million. It was a $4.7M

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

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! and online gaming companies and 2/3 looking at the software and SaaS industry. Intego is the leading Security Software Suite for Mac.

Software Review 48

Software Review Technical Review Los Angeles Europe 48

ConversionXL

JULY 16, 2021

Gumroad , a software that allows content creators to easily sell digital products, gets straight to the point with their unique selling proposition (USP) : They state exactly who their target audience is: creators. Naturally, somebody will copy Dollar Shave Club in due time. In due time, the community paid them back in dividends.

Audience 127

Audience Framework Differentiation Software Review 127

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

Both Sides of the Table

OCTOBER 1, 2009

I obviously don’t have a crystal ball so the economy could fare better than my gut, but here’s why I’m cautious for some time in 2010 or early 2011: Why is the future still so unpredictable? This has a tangible impact on the valuation of start-ups and the pace of investment.

Technical Review 269

Technical Review Stock Hawaii Early Stage 269

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

www.inc.com

SEPTEMBER 24, 2011

Business Software. The 2011 Inc. The 2011 Top Lists. 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. Arizona Bay has also blended equity payments with revenue-sharing deals. TECHNOLOGY.

Arizona 40

Arizona Equity Iowa Venture Capital 40

Both Sides of the Table

MAY 23, 2012

Looking ahead at the next decade I am excited by what I believe will be viewed as one of the best and most rational investment periods for venture capital due to seven discrete factors: 1. If you want to understand the details of why this is, I covered it in detail in this post, Understanding Changes in the Software Industry.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Cracking the Code

MAY 25, 2010

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Free Software Download. Cracking The Code on Facebook. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. software. (10).

Software Review 74

Software Review Cloud IPO Jordan 74

Ben's Blog

MARCH 24, 2011

As we do so, keep in mind that the relevant bubble statistic is not valuation. High valuations are fine if the underlying value is there. In the great bubble of 1998-2000, the boom in public valuations mirrored the boom in private valuations. If too much venture capital hits the streets, valuations will bubble up.

Technical Review 78

Technical Review Venture Capital Valuation Database 78

ConversionXL

JANUARY 29, 2014

of businesses are actively seeking & collecting customer reviews on an ongoing basis. Customer loyalty expert Fred Reichheld also reports in his book “ The Ultimate Question ” that businesses saw an average of 2x revenue growth by simply increasing their overall brand advocacy by only 12%. when influencing purchasing decisions.

Software Review 126

Software Review Stock Video Advertising 126

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

Up and Running

FEBRUARY 17, 2016

You’re looking for a number of 70 precent or more within five miles of the zip code you desire,” says Ben. “I A used system might be through the door quicker and might save you money up front, but make sure you’ve thoroughly reviewed the system and seller—and remember that when you have problems, you’ll likely be on your own to fix them.

Oregon 60

Oregon Jordan SBA Cofounder 60

betashop.com

OCTOBER 8, 2012

As the questions came in, I realized that my 2010 list was great for what I had learned as of 2 years ago, but it also was in desperate need of an update to include what I’ve learned more recently, especially as we’ve pivoted from fabulis to Fab in 2011 and then scaled Fab to more than 7.5 We do twice-yearly reviews of all Fab team members.

Technical Review 108

Technical Review Technology Software Review Valuation 108

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

Both Sides of the Table

DECEMBER 5, 2010

billion in annual subscription revenues not including advertising or eCommerce). Was it massively better software, better companies, better markets? MySpace would liked to have owned YouTube but didn’t have the public stock valuation to purchase them at the price that Google did. It was mostly timing. The Present Era.

Social Network 318

Social Network Networking Internet Technical Review 318

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

JULY 6, 2007

Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. However, SaaS companies are trading today at an average of 5-6x trailing revenues (salesforce leading the pack with 8.7x), while traditional software companies are in the 2-3x range.

Software Review 66

Software Review Metrics Valuation Technical Review 66

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

www.quora.com

JANUARY 16, 2011

You can argue that the DNA created by Microsoft's over emphasis on distribution (Steve) and development (Bill), has ultimately cost it $50bn or more in lost revenue, market share and market capitalization. But in the world following Jonathan Ive, designers are finally getting their due. They are many more examples.

Technical Review 51

Technical Review Startup CTO Hire Cofounder 51

pandodaily.com

NOVEMBER 29, 2012

“Founders don’t think their problems are due to trends. Lastly, seed-stage entrepreneurs who have pushed for the maximum valuation possible haven’t done themselves any favors. Meanwhile, their seed investors aren’t particularly incentivized to get them a Series A that crams the previous valuation down.

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93