Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. It also puts another chink in the armor of the meme that monster internet companies can only be built in Silicon Valley (LivingSocial, Kayak, Gilt Groupe, CSN Stores, et al doing damage here too). AGILEVC My idle thoughts on tech startups.

North America 100

North America Chicago Boston Silicon Valley 100

The Equity Kicker

APRIL 20, 2012

Looking at the mobile advertising industry over the last few years suggests that tipping point is around 3-5%. It’s an old cliche that for the first ten years of this century every years was supposed to be the year of the mobile, then the iPhone and Apple app store arrived and the mobile internet finally took off.

Advertising 102

Advertising Mobile IPO Marketing 102

Agile VC

OCTOBER 1, 2013

I believe we’re going to look back in 2-5 years and realize that we’ve been in a once a decade boom for internet & software startups. In the tech sphere, a good bit of air was let out of the tires when the hype around some consumer-facing internet companies proved transitory.

IPO 147

IPO Cloud Valuation Mobile 147

Seeing Both Sides

JUNE 1, 2012

Mary Meeker's periodic review of the Internet industry is always a must-read presentation. The simple notion is that the confluence of broadband, mobile and globalization in combination with Moore's Law have allowed the technology industry to innovate almost everything in existence. I think banks are now simply too big to innovate.

Software Review 41

Software Review IPO Technical Review America 41

www.geekwire.com

JULY 10, 2012

Mobile News. July 9, 2012 at 10:21 am by John Cook Leave a Comment. Voted “Next Tech Titan” at the 2012 GeekWire Startup Awards, Tableau Software is on a huge growth trajectory. Gist works the way you do – in your inbox, on a mobile device, or in a web browser. Small tech firms outpace big counterparts with IPOs.

Venture Capital 42

Venture Capital Seattle Cofounder Software Engineering 42

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 billion, 2012. Wildfire – $450 million, 2012. Nest Labs – $3.2 billion, 2014. DoubleClick – $3.1 billion, 2007. YouTube – $1.7 billion, 2006.

Acquisition 103

Acquisition IPO Mobile Internet 103

Steve Blank

APRIL 13, 2013

But what made the overwhelming impression for me was finding an entrepreneurial software cluster on par with the Internet software portion of Silicon Valley. Out of that total, they funded 967 Internet deals with $6.7 Out of that total, they funded 268 Internet deals with $3.2 To compare the two, in 2011 U.S.

Silicon Valley 267

Silicon Valley China Venture Capital Merger 267

Both Sides of the Table

MAY 23, 2012

But in 2012 a visit to any major college in America will show you the massive increase in aspirations of our young talent to become the next Mark Zuckerberg and build a future Facebook. So it is unsurprising that an over-funding environment and the commensurate returns hangover would have lasted until about – well – 2012.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Agile VC

AUGUST 9, 2012

The company’s lost nearly 80% of its value from the peak earlier this year, in the run up to Facebook’s IPO, and currently trades below $3/share… a fraction of it’s IPO price of $10. 71% gross margins are not exceptional for a software/internet company, but they’re not terrible either.

Stock 160

Stock LBO .Net Valuation 160

Agile VC

JANUARY 27, 2012

January 27, 2012. Something has clearly changed within the last 5-6 years in terms of the speed with which monster startups are created in the software and internet space. What if the new paradigm is simply that software and internet startups accelerate much faster than before, but terminal velocity so to speak remains the same?

Hockey Stick 113

Hockey Stick Seed Stage Silicon Valley Syndicate 113

Steve Blank

JUNE 17, 2011

The major adoption wave for the Internet technology platform will hit in the next 8 years; 3) the economics of building Internet businesses has changed; 4) the markets are much bigger. But they don’t support his justification of the bubble valuations we are seeing for companies filing for IPO’s (Pandora Media just priced its IPO at $2.6

Investment Bankers 310

Investment Bankers Stock Valuation Venture Capital 310

Steve Blank

APRIL 13, 2013

But what made the overwhelming impression for me was finding an entrepreneurial software cluster on par with the Internet software portion of Silicon Valley. Out of that total, they funded 967 Internet deals with $6.7 Out of that total, they funded 268 Internet deals with $3.2 To compare the two, in 2011 U.S.

Silicon Valley 159

Silicon Valley China Venture Capital Merger 159

abovethecrowd.com

JULY 10, 2014

In this video recorded in October of 2012 (about 20 months ago), Uber’s CEO, Travis Kalanick, notes that when Uber launched its services in 2010 there were about 600 total black cars in San Francisco. It is also easy to imagine a future where Uber drivers receive discounts on things like leases, gasoline and car repair. Undiscovered Clues.

San Francisco 111

San Francisco San Jose Marketing Technical Review 111

crowdSPRING Blog

MAY 22, 2012

Although Facebook’s stock price has fallen well below its IPO price of $38 per share, many people agree that the stock is still significantly overpriced. It’s already coming close to saturating the limits of world Internet usage. Estimated mobile display spend in the U.S. was around $500 million last year.

South Korea 88

South Korea IPO Russia Stock 88

Agile VC

JULY 11, 2012

July 11, 2012. Burr, Egan, Deleage [Boston] –> Huge wins in the 1980s and early 90s included Continental Cablevision (sold for $5.3B – now a big chunk of what is Comcast), Qwest Communications, Cephalon (biotech IPO, acq by Teva), and Powersoft (Burr, Egan made 35x when it went public and then was acquired by Sybase).

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240

Seeing Both Sides

APRIL 10, 2011

In May 1996, Open Market completed a successful IPO and more than doubled on the first day of trading, ending with a $1.2 But if that observation led them to refrain from investing in the Internet sector, they would have missed one of the most stunning legal creations of wealth in history. This IPO and others like it (e.g.,

IPO 48

IPO IRR Brazil Government 48

allthingsd.com

JULY 16, 2012

July 15, 2012 at 8:59 pm PT. billion into 812 deals in the second quarter of 2012, their single largest quarter in more than a decade, according to CB Insights. In the largest sector, Internet, median deal size increased at every stage of funding for the first time ever, CB Insights said. July 15, 2012 at 11:15 am PT.

Venture Capital 71

Venture Capital Technical Review RSS Charlotte 71

VC Cafe

FEBRUARY 15, 2017

Some examples: AI will be the new mobile. Voyager Labs (2012) – cognitive computing for understanding human behaviour. Beyond Verbal (2012) – understands people’s moods, attitudes and emotional characteristics (also known as personality) from their raw vocal intonations in real-time, as they speak.

Artificial Inteligence 122

Artificial Inteligence Technical Review Startup 122

venturebeat.com

JULY 12, 2012

2012 Events. July 12, 2012 12:01 PM. July 10, 2012 6:59 PM. July 9, 2012 2:00 PM. 10 Internet comments about games that actually make us laugh. July 9, 2012 11:40 AM. Mobile Jetpac pulls in $2.4M Mobile Jetpac pulls in $2.4M Skip to secondary content. what’s hot? Ouya Console. MobileBeat.

Detroit 69

Detroit Incubator Technical Review Venture Capital 69

online.wsj.com

JULY 11, 2012

The Wall Street Journal is phasing out support of the Internet Explorer 6 (IE6) browser. Internet Explorer. Updated July 10, 2012, 7:57 p.m. ignited the current trend by adopting a dual-class voting structure before its IPO in 2004. An important message from The Journal. Apple Safari. Google Chrome. Mozilla Firefox.

Silicon Valley 42

Silicon Valley Founder Software Review Technical Review 42

Agile VC

APRIL 13, 2012

April 13, 2012. And going even further back there have been a few random ones have been built before like Salesforce.com and e-tailer RedEnvelope (IPO’d in 2003 though now defunct as a company). So why are software & internet startups more urban today than 5-10 years ago? How to Evaluate Firms for a Seed VC.

Silicon Valley 185

Silicon Valley San Francisco San Jose Startup 185

VC Cafe

JANUARY 15, 2013

In 2012, as Israeli exits topped $5.5 Groucho Marx could have been talking about the Israeli hi-tech sector when he said “I made a killing on Wall Street a few years ago…I shot my broker”. billion, [[ This is a content summary only. Visit my website for full links, other content, and more! ]].

Seed Stage 162

Seed Stage IPO Venture Capital 162

online.wsj.com

SEPTEMBER 23, 2012

September 19, 2012, 9:32 p.m. which makes a mobile app that rewards shoppers for creating a personal shopping mall and following their favorite stores. Less than 1% are currently in IPO registration. Copyright 2012 Dow Jones & Company, Inc. INTERNET BUSINESSES. General Internet. - Computer And Internet.

Venture Capital 107

Venture Capital Software Review Rhode Island North Dakota 107

VC Cafe

MARCH 28, 2011

We rarely hear of such a large round amongst Internet startups in Israel, which is why Wix’s founding round is particularly interesting. Potentially an IPO in 2012. That would require $100 million in revenue, which is NASDAQ’s minimum threshold for IPO.

Flash 142

Flash IPO HTML 142

Both Sides of the Table

MARCH 30, 2016

Many had started IPO’ing and we started to think about our future. 2012-2015 were boom times in tech startups as prices were always moving up leading to FOMO leading to higher than normal multiples driven by a massive entry of new investors in the market. forward sales with some as high as 12x sales.

Balance Sheet 150

Balance Sheet Burn Rate Valuation Forecast 150

Scalable Startup

FEBRUARY 1, 2013

Hundreds of startups will succeed in this world over the next few years, like all the mobile app companies over the past 5 years. 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.

Software Review 22

Software Review Startup Venture Capital Stock 22

Start Up Blog

DECEMBER 29, 2019

The start of a massive GPS-driven logistics and mobility revolution. Why it mattered: An open and fair internet took a massive hit when Facebook bought Instagram. What happened: Edward Snowden’s NSA revelations + Facebook goes public with IPO. To date, its market capitalisation has now increased fourfold since the IPO.

Technical Review 105

Technical Review China IPO Vesting 105

www.vccafe.com

MARCH 11, 2013

VC Cafe covers early stage Israeli and European tech & mobile startups. Startups for startups – the top B2B tools used by Startups – Includes the list of top 50 startup vendors in 2012 by Vendorstack , a reviews and Q&A platform on enterprise vendors for startups and mid-market companies. Seed Startups.

Software Review 53

Software Review Technical Review Startup 53

pandodaily.com

NOVEMBER 29, 2012

On November 28, 2012. Meanwhile, the rash of early liquidity and recent IPOs — unsatisfying as they were — gave liquidity to thousands of employees at large companies, and a subset of those made very real money. This time around, there has been an explosion at the early stages, and the very late pre-IPO growth stages.

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93