Agile VC

FEBRUARY 2, 2012

Facebook S-1: The Most Anticipated IPO in a Decade. February 2, 2012. Here’s my first look at Facebook viewed through the lens of their IPO filing. Filing Date : February 1, 2012. They don’t even run ads in the FB mobile apps. who derive a meaningful chunk of their revenue from operating ad networks.

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IPO South Korea Venezuela Revenue 100

Agile VC

MARCH 8, 2012

Tech IPOs Are Back – So Now What? March 8, 2012. Three of the five “blockbuster” tech IPOs I predicted have happened (LinkedIn, Groupon, Zynga) and the biggest of all (Facebook) has filed and will likely go public within the next 90 days. I see several dynamics at work in today’s IPO markets.

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IPO Silicon Valley Revenue Seed Stage 100

crowdSPRING Blog

JANUARY 5, 2012

crowdSPRING’s Small Business Spotlight of the Week: Flightwise/ MyRadar Mobile Apps – [link]. Some Thoughts On The IPO Market For Web Companies (by @fredwilson) – [link]. Marc Andreessen: Predictions for 2012 (and beyond) – [link]. The State of Social Marketing 2011 – 2012 – [link].

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Social Media Small Business Design Media 92

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. How They Do It: Build email list of consumers interested in local deals (mainly via paid search & social network ads), sell coupon programs to merchants via telesales. 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets?

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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.

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Advertising Mobile IPO Marketing 102

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.

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Venture Capital Seattle Cofounder Software Engineering 42

Steve Blank

APRIL 13, 2013

As vibrant as the China venture business has been, 2012 was a different story. China has essentially closed its internal search, media and social network software market to foreign companies who wouldn’t play with the government rules on the Great Firewall. The numbers of mobile subscribers are staggering – 1.18

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Silicon Valley China Venture Capital Merger 267

This is going to be BIG.

DECEMBER 26, 2011

What types of things might happen in 2012, as opposed to needing another 3-5 years to come to fruition. That aside, here are ten areas I think you'll see some interesting things happening in 2012. Mobile Payment Disappointment. Credit cards "just work" and peer to peer transactions just aren't big enough to bootstrap a network.

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Technology Valuation Community Restful 116

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. The movie, “The Social Network” might have had more of an impact on creating future entrepreneurs than any other event of the past 5 years.

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Venture Capital Technical Review LP Mobile 347

abovethecrowd.com

JULY 10, 2014

Increasing returns are particularly powerful when a network effect is present. According to Wikipedia , a network effect is present when “… the value of a product or service is dependent on the number of others using it.” There are three drivers of a network effect in the Uber model: Pick-up times. Undiscovered Clues.

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San Francisco San Jose Marketing Technical Review 111

Steve Blank

JUNE 17, 2011

Smart Money are prescient angel investors and Venture Capitalists who started investing in social networks, consumer and mobile applications and the cloud 3, 4 or 5 years ago. 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

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Investment Bankers Stock Valuation Venture Capital 310

Steve Blank

APRIL 13, 2013

As vibrant as the China venture business has been, 2012 was a different story. China has essentially closed its internal search, media and social network software market to foreign companies who wouldn’t play with the government rules on the Great Firewall. The numbers of mobile subscribers are staggering – 1.18

Silicon Valley 159

Silicon Valley China Venture Capital Merger 159

Agile VC

JANUARY 27, 2012

January 27, 2012. This list is hardly exhaustive, but I could only think of CSCO in the ’80s and AMZN in the ’90s and GOOG in the ’00s, and again none of them reached this value until years after IPO. 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets? How to Evaluate Firms for a Seed VC. Read More ».

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Hockey Stick Seed Stage Silicon Valley Syndicate 113

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. For example, there are five major markets where Facebook is not the top social network : China, Russia, South Korea, Japan, and Vietnam. was around $500 million last year.

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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).

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Silicon Valley Carried Interest Cofounder Boston 240

Professor VC

APRIL 11, 2008

Not to worry, I was busy working on closing the Series B financing for iControl Networks. At times, I do miss being part of a team that takes a company from infancy all the way to IPO and beyond. ► 2012. (1). Don't Stop Believin' Is There Any Truth in "The Social Network"? Babys All Grown Up.

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San Jose Angel Investor Venture Capital Balance Sheet 28

Seeing Both Sides

JULY 22, 2012

Over a year and a half ago, I did a two-part blog post on the East Coast IPO malaise – one focused on Boston (Massachusetts more broadly), another focused on New York. On the heels of the successful Kayak IPO, I thought I would do a retrospective look back. Meanwhile, not a single New York technology IPO has taken place.

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Boston IPO Technical Review New York 52

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.

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Artificial Inteligence Technical Review Startup 122

mashable.com

JANUARY 13, 2012

World Featured in US & World Videos Featured: Facebook CES 2012 Awards. January 13, 2012 by Brian Sullivan. When I’m helping clients conduct these tests, I almost always find that a great way to start is by offering user-sets different login options to determine which social network APIs should be implemented. Trending Stories.

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Technical Review Social Media Social Network RSS 78

venturebeat.com

JULY 12, 2012

2012 Events. Social networking. July 12, 2012 12:01 PM. However, one of the advantages of Bing Fund investment is that Sood will set up a network of mentors for each startup, drawing from experts across Microsoft, including product experts, marketing experts, or scientists in Microsoft Research. July 10, 2012 6:59 PM.

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Detroit Incubator Technical Review Venture Capital 69

Professor VC

JUNE 20, 2011

had mixed emotions when I read the the press release on the recent funding of iControl Networks. In iControl’s case, there were exit options at different stages, but now with more than $100M invested, the only options where investors will be happy will be an IPO or $1B+ acquisition, which greatly limits strategic options.

San Jose 28

San Jose Angel Investor Term Sheet Venture Capital 28

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. Social investments in the Internet sector are down, though mobile social is booming after the Facebook-Instagram deal. July 15, 2012 at 11:15 am PT. AllThingsD.

Venture Capital 71

Venture Capital Technical Review RSS Charlotte 71

Professor VC

FEBRUARY 18, 2011

I began to wonder based on the "*a*" number comment that perhaps Linked-in had thrown in a sweetener to the investors, such as an opportunity to buy some secondary shares pre-IPO or an allocation in the IPO. Given the issues we had in the past around allocation of IPO shares, this would be a very sensitive issue. ► 2012.

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Acquisition San Jose Angel Investor IPO 31

online.wsj.com

JULY 11, 2012

Updated July 10, 2012, 7:57 p.m. In the 1990s Internet boom, easy money helped founders maintain more control early in a companys evolution, but founder CEOs without voting control often got replaced by a professional manager ahead of an IPO. ignited the current trend by adopting a dual-class voting structure before its IPO in 2004.

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). How to Evaluate Firms for a Seed VC. How To Think About The Future. AGILEVC My idle thoughts on tech startups. Urbanization of Startups.

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Silicon Valley San Francisco San Jose Startup 185

ConversionXL

NOVEMBER 12, 2020

You’ll often go down the sourcing rabbit hole only to discover that a statistic is from 2012 or that the study’s sample size consisted of just a few people—and that’s only after you make an effort to dig deeper. People did check their email right after waking up…in 2012. . Image source ). in the late 1980s.

Marketing 113

Marketing Retention Email Video 113

Both Sides of the Table

MARCH 30, 2016

Many had started IPO’ing and we started to think about our future. Word travels at light speed amongst this small network of people who all know each other and even though they’re rivals they also sit on boards together and many probably went to business school together. forward sales with some as high as 12x sales.

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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. Alexia Tsotsis: Oh, the mobile –. Marc Andreessen: The mobile billing. Security, Cloud, NoSQL databases, etc. are all precursors, rumbles before the big boom. Are there any that I have missed?

Software Review 22

Software Review Startup Venture Capital Stock 22

www.theverge.com

JUNE 20, 2012

After Facebooks IPO flub, value of tech startups falls back to earth. The occasion was F.ounders , a networking event that has been dubbed the " Davos for Geeks ", after the elite conference of power brokers held in Switzerland each year. The Facebook IPO has revealed the fundamental bubble in Startupland. "A

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IPO Stock Switzerland Valuation 48

VC Cafe

FEBRUARY 11, 2020

” What can companies expect apart from funding: Carta Ventures (founded 2012) – Carta recently raised $300 million at a $1.7 It’s unclear how the fund has been affected in the recent restructuring following WeWork’s failed IPO and series of divestments of non-core assets.

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Balance Sheet Startup IPO Venture Capital 201

gigaom.com

NOVEMBER 5, 2012

Nov 3, 2012 - 2:00PM PT. Another approach that’s picking up steam is simply to find a use case for big data – analyzing user behavior , network security , artificial intelligence , customer service — and turn it into a product or service that companies can buy and start using out of the box. Saturday, November 3 2012.

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Artificial Inteligence SQL Database Framework 91

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. Social networking.

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