Agile VC

SEPTEMBER 15, 2011

Startup IPO Market: A Fickle Mistress. The IPO market, she is a fickle mistress. In the first half of 2011, the IPO markets were looking strong for VC-backed companies. For a time that meant that other category leaders accelerated their own IPO plans… think Groupon and Zynga. How to Evaluate Firms for a Seed VC.

IPO 100

IPO Marketing Silicon Valley Technical Review 100

Agile VC

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. Now that Google’s acquisition of ITA is closed, following lenghty FTC review, it would appear Kayak is poised to proceed with their IPO in the coming months. =. Quinstreet priced at $15.00/sh

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

MARCH 13, 2012

March 13, 2012. And at PayPal we were hit with a couple patent disputes while in the midst of our IPO process. only notified them of potential IP infringement two weeks ago on February 27, 2012 (as described in the lawsuit) and Facebook heard about it through the media rather than in private. How To Think About The Future.

IP 100

IP IPO Social Network Silicon Valley 100

Agile VC

MAY 26, 2011

Google is still a private company (their IPO was Aug 2004). And obviously all the liq prefs went away in the IPO when pref stock converted to common. 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. link] Terence Donnelly. And Why 20%?

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

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.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

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. How to Evaluate Firms for a Seed VC. How To Think About The Future.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. If Groupon’s growth rate drops by 80% they’ll still be nearly tripling top line sales in 2012. 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.

North America 100

North America Chicago Boston Silicon Valley 100