Agile VC

AUGUST 9, 2012

We also know lots of valid reasons why the company could be valued at far less than it once was including: Stalled Growth – revenue essentially flat over the last 4 quarters. The “value” case goes like this: A) Valuation Net of Cash – Zynga’s market cap sits at around $2.2-2.3B trailing revenue multiple.

Stock 160

Stock LBO .Net Valuation 160

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. Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

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

Investment Bankers 310

Investment Bankers Stock Valuation Venture Capital 310

Agile VC

FEBRUARY 2, 2012

February 2, 2012. Filing Date : February 1, 2012. How They Do It : Operate a social network at Facebook.com, through Facebook’s mobile apps, and the Facebook Platform which lets other websites extend Facebook’s tools for authentication and social sharing. Financial Snapshot : 2011 Revenue: $3.71

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

JANUARY 27, 2012

January 27, 2012. Revenue ramp of Groupon and Zynga –> Kleiner famously said Zynga was the fastest growing company they’d ever invested in , no mean feat for the original backers of Google, Amazon, Netscape, etc, and Groupon might be the fastest ever startup to reach $1B in revenue. How To Think About The Future.

Hockey Stick 113

Hockey Stick Seed Stage Silicon Valley Syndicate 113

This is going to be BIG.

APRIL 11, 2012

That didn't quite work out--while Zynga does represent over 10% of Facebook's revenue, Zynga continued to grew, went public at a multi-billion dollar valuation, and just bought a significant mobile foothold with OMGPOP. Facebook's Mobile Dilemma: While there's a ton of usage of Facebook on mobile, their app has serious issues.

Acquisition 131

Acquisition Curation Mobile Valuation 131

abovethecrowd.com

JULY 10, 2014

Financial models, especially valuation models, are interesting in that they can be particularly precise. While it may seem like a tough question to answer, I would argue that most practitioners of valuation analysis would state “not very high.” It is not my aim to specifically convince anyone that Uber is worth any specific valuation.

San Francisco 111

San Francisco San Jose Marketing Technical Review 111

This is going to be BIG.

NOVEMBER 7, 2011

Is 2012 going to be 2000 all over again? Valuations. There are a ton of companies being funded at $500+ million valuations--seriously limiting exit opportunities. Facebook is doing billions in revenues. LinkedIn has great revenue growth. Are their valuations justified? Are we in a bubble? stock market."

Angel Investor 104

Angel Investor Valuation Startup Revenue 104

ReadWriteStart

DECEMBER 1, 2011

As a result, they were able to get multiple competitive term sheets and negotiate both valuation and terms to their advantage with confidence. Such long sales cycle businesses find it very difficult to sustain and survive the pre-revenue period. The Biggest Open Problem of 2012. Loyaltepays.com. Tatyana, my dear, rein in.

Partner 113

Partner Tennessee Nashville India 113

crowdSPRING Blog

MAY 22, 2012

They can’t – certainly not based on Facebook’s current revenue opportunities. First , there’s a huge disconnect between Facebook’s user growth and potential revenue per user. That’s very healthy revenue, but significantly below the revenue needed to justify a 100 billion dollar valuation.

South Korea 88

South Korea IPO Russia Stock 88

Up and Running

JANUARY 5, 2018

In grocery, which represents over half of Walmart’s revenues, it plans to add 1,000 online grocery order pickup locations in 2018 in stores around the US; in December 2017 it unveiled a meal kit option and a partnership with Buzzfeed that will integrate Buzzfeed recipes with Walmart groceries. . Madison Reed. Disclosed funding: $70M.

Acquisition 94

Acquisition Hawaii Partner Non-Compete 94

Both Sides of the Table

DECEMBER 5, 2010

mobile, locations, layering of services, data management, portability & more]. billion in annual subscription revenues not including advertising or eCommerce). MySpace would liked to have owned YouTube but didn’t have the public stock valuation to purchase them at the price that Google did. The Past (1985-2002).

Social Network 318

Social Network Networking Internet Technical Review 318

Professor VC

AUGUST 26, 2011

To that last one, there is certainly some truth as the standard time vs. revenue chart in most business plans looks like this: Im not teaching Entrepreneurial Finance this semester for the first time since Fall 2007. Does a complicated sales build model make sense for a pre-revenue SaaS company? I often do this in the revenue tab.

Silicon Valley 35

Silicon Valley San Jose Hockey Stick Venture Capital 35

Professor VC

JUNE 20, 2011

But of course, the model had us requiring only $10M equity to breakeven and to achieve $185M in revenues in 2008 (the magic Year 5 in all business plans). ► 2012. (1). The Most Obvious Mobile Ad Unit and What the New York Times Got Wrong. Social-Mobile-LOCAL: “Local” Will Be The Biggest of the Three.

San Jose 28

San Jose Angel Investor Term Sheet Venture Capital 28

betashop.com

OCTOBER 8, 2012

From the start we said that we would never make a decision as to what features to build or what products to sell based on revenue alone, rather we would focus on things that make our customers smile and by doing so lots and lots of revenue will fall out over time. The time to start thinking mobile first vs. web first was 6 months ago.

Technical Review 108

Technical Review Technology Software Review Valuation 108

Both Sides of the Table

MARCH 30, 2016

Investors had grown too used to the idea that any deal you funded would get marked up to a higher valuation in the next round and that’s clearly not always true. Investors had grown too used to the idea that any deal you funded would get marked up to a higher valuation in the next round and that’s clearly not always true.

Balance Sheet 150

Balance Sheet Burn Rate Valuation Forecast 150

Austin Startup

FEBRUARY 12, 2019

We had raised a small round of funding in 2013, led by a local angel investor who was a member of Central Texas Angel Network, and used the funds to build our first product (a mobile website) and launch with recommendations from friends of mine in Austin the week before South by Southwest Festival.

Silicon Valley 48

Silicon Valley Technical Review Venture Capital San Francisco 48

ReadWriteStart

APRIL 11, 2012

In just 551 days, the photo-sharing mobile app zoomed from zero to 30 million-odd users, and 10 million U.S. visits by March 2012 , up 1000% since December 2011. Its valuation outstrips that of the 116-year-old New York Times. Instagram Cashed in on the Mobile Explosion. Instagram's Interface Stayed Junk-Free.

San Francisco 165

San Francisco Mobile Social Network Community 165

Both Sides of the Table

AUGUST 9, 2011

Valuations were enormous relative to progress in companies. Companies with less than $2 million in revenue were asking for $50-60 million valuations and getting them. I spent my days meeting companies, figuring out what areas of the market interested me and trying to get a sense for how VCs thought about fair valuations.

Stock 305

Stock Technical Review Marketing Greece 305

pandodaily.com

NOVEMBER 29, 2012

On November 28, 2012. Lastly, seed-stage entrepreneurs who have pushed for the maximum valuation possible haven’t done themselves any favors. Meanwhile, their seed investors aren’t particularly incentivized to get them a Series A that crams the previous valuation down. November 29, 2012. November 29, 2012.

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93