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

Both Sides of the Table

JUNE 18, 2015

Success often comes from doing a few things extraordinarily well and noticeably better than the competition and is measured in customer feedback, product engagement, growth in usage and ultimately in revenue growth. They’re doing how much in SaaS revenue? I offer the same advice for many of my friends who are newer VCs.

Software Review 150

Software Review Turkey Portfolio Syndicate 150

Agile VC

MAY 26, 2011

Google is still a private company (their IPO was Aug 2004). LinkedIn’s product had only been live for a couple months, we only had tens of thousands of registered users, and wouldn’t start generating revenue for more than a year after this point. 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets? And Why 20%?

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. They’ve grown from nothing to >$2B in revenue in 30 months time, making the company among the fastest growing businesses in the histroy of the world. Financial Snapshot: 2010 Revenue: $713M. in net revenue and passes $0.58

North America 100

North America Chicago Boston Silicon Valley 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.

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. Financial Snapshot : 2011 Revenue: $3.71 2011 YoY Revenue Growth: 88%. Financial Snapshot : 2011 Revenue: $3.71

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. In the wake of the undue frenzy leading up to and now ex post recriminations about Facebook’s IPO, the mainstream media and normal folks keep wondering if the non-existent “bubble” for internet companies has now popped. And Why 20%?

Internet 182

Internet Silicon Valley IPO Seed Stage 182