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 Private Equity 100

Agile VC

JULY 11, 2012

July 11, 2012. Some disgruntled younger partners left to go start a new firm in 1965 called Greylock. Some disgruntled younger partners left in the 90s to form what is now Redpoint Ventures (IT team) and Versant Ventures (healthcare team). How to Evaluate Firms for a Seed VC. How To Think About The Future.

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240

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). The terms and valuation for both offers were comparable and when the team debated which path to choose, we all agreed both firms would have made good partners. And obviously all the liq prefs went away in the IPO when pref stock converted to common. great insight.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Both Sides of the Table

JUNE 18, 2015

If by overnight you mean 2-3 years of people second-guessing the category followed by 2-3 years of steady growth, followed by large numbers categorized as overnight success and 9-10 years later a chance at an IPO. partners and now principals making investments that number is the right-sized fit for our firm.

Software Review 150

Software Review Turkey Portfolio Syndicate 150

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