Agile VC

JUNE 5, 2012

June 5, 2012. Of course both companies use their platform to increase user lock-in which indirectly helps their core revenue streams of advertising (in Facebook’s case) and hardware sales (for Apple). But we arguably have never seen a true software platform which drives a core advertising business, in the way Facebook does.

Java 170

Java Flash Software Azure 170

Agile VC

APRIL 17, 2011

How They Make Money: Majority of Kayak’s revenue actually comes from advertising on their site (55%), not lead generation or referral fees to travel suppliers as you might think (more on this below). lead gen) and advertising revenue from both of these companies. AdSense and other Google advertising accounted for 7.7%

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

MAY 26, 2011

The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. I’m the founder, ex Hewlett-Packard Director of Advertising and former SVP at Millward Brown (global brand/ad research firm owned by WPP). 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets?

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

MARCH 18, 2012

March 18, 2012. Here’s why: Virtually all of Twitter’s revenue comes from advertising. And Twitter CRO Adam Bain is focused primarily on growing this advertising base. Twitter’s data is valuable primarily for advertising. How to Evaluate Firms for a Seed VC. How To Think About The Future. Author howerl.

Media 113

Media Advertising Silicon Valley Revenue 113

Agile VC

FEBRUARY 2, 2012

February 2, 2012. Filing Date : February 1, 2012. How They Make Money : Facebook’s primary revenue stream is of course selling advertising on Facebook.com, which in total accounts for 85% of revenue. How to Evaluate Firms for a Seed VC. How To Think About The Future. AGILEVC My idle thoughts on tech startups.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

MAY 23, 2012

May 23, 2012. Al Gore's 2012 Induction to the Internet Hall of Fame. Turns out commerce and advertising are kinda different businesses actually. 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets? 9 July 2012, 1:10 pm Directr – Tell Your Story 30 June 2012, 1:55 am. How To Think About The Future.

Internet 182

Internet Silicon Valley IPO Seed Stage 182

Agile VC

JULY 11, 2012

July 11, 2012. And while the internet created both tremendous reward and tremendous investment carnage leading up to and after the 2000 tech bubble, it’s created long run disruption of broad sectors of media, advertising, business software & computing, and retail commerce and VCs that missed this shift have faced real struggles.

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240