Lightspeed Venture Partners

DECEMBER 10, 2012

Although Sharktank has been running reruns on Fridays the last few weeks, the show ran a Sharktank 2012 Holiday special on Tuesday night. Revenue is driven by children’s parties, which cost $600-$4,000 for a two hour party for 15 kids, which apparently is the market price for kids parties in LA.

Covenant 156

Covenant Warrant Southern California Los Angeles 156

Cracking the Code

FEBRUARY 23, 2011

It would have been easy to explain the difference by changes in the 2010/2011 revenue growth projections but unfortunately that is not the case. revenues while large caps are trading at 6.4x. Portfolio. (3). ► 2012. (1). Wednesday, February 23, 2011. SaaS Multiples: Recovery or Bubble? What happened? internet. (6).

Software Review 101

Software Review Technical Review Valuation Europe 101

ReadWriteStart

DECEMBER 8, 2011

At today's roundtable, we discussed three major trends and opportunities for 2012 and also worked with an entrepreneur from Europe. In 2012, finally, we will see the first major crop of Indian entrepreneurs playing on the global stage. Social Contacts. Our audience of readers is full of entrepreneurs. And what do entrepreneurs do?

Greece 116

Greece Entrepreneur India Silicon Valley 116

The Equity Kicker

DECEMBER 18, 2012

They note from the eMarketer chart inset right that US mobile ad spend is up 180% this year to $4.1bn and say that “after years and years of every year being proclaimed as the ‘year of mobile’ it finally happened in 2012”. This is the space our portfolio company StrikeAd plays in.

Mobile 100

Mobile Acquisition Forecast IPO 100

Both Sides of the Table

NOVEMBER 28, 2013

I’m thankful to the associates at Upfront Ventures for helping me to evaluate our new opportunities and for helping me be prepared for issues with our portfolio companies. He joined when we were a small team with no revenue and shitty offices. I know you’re our unsung heroes and I appreciate what you do.

Valuation 288

Valuation eCommerce Revenue Social Network 288

View from Seed

DECEMBER 6, 2018

This was back in January 2012, a simpler time… when there was only one kind of seed round, when Series A firms invested pre-revenue, etc. Some Series A are very active at the seed stage, with a lot of Series A rounds they lead coming from their seed portfolio (True Ventures and Accomplice are good examples of this).

Seed Stage 120

Seed Stage Early Stage Differentiation Lead Investor 120

YoungUpstarts

NOVEMBER 13, 2012

Users are given virtual credits – a starting sum of $100,000 – with which they can use to build their own virtual portfolios. Even more interestingly, TradeHero actually incentivizes its Heroes by sharing subscription revenue from their followers, enabling them to monetize their trading expertise.

Stock 168

Stock Singapore Marketing Mobile 168

This is going to be BIG.

MAY 5, 2023

It will be the 105th deal out of Brooklyn Bridge Ventures, the firm I started back in September 2012, and it will be the last deal I’ll be making out of my third fund. You can stop making new investments, but it will take years to actually work through your active portfolio companies. It will also be my last venture capital deal.

Later Stage 218

Later Stage Venture Capital Term Sheet Limited Partner 218

Both Sides of the Table

SEPTEMBER 12, 2013

But as sweet as that success has been (we invested pre-revenue in a small team) today my even more important news was the further expansion of our partner ranks. At every entrepreneur event I through between 2008-2012 I invite Hamet because he was a great mentor for entrepreneurs. I’ve known Hamet for 5 years. I stayed close.

Partner 340

Partner Los Angeles South Africa Cap Table 340

YoungUpstarts

NOVEMBER 14, 2013

To drive home the point, Nielsen’s 2012 social media report reveals that: • Forty-seven percent of social media users engage in social care (i.e., If there’s an art school in your area, to keep costs down, try hiring a digital art student interested in building his or her portfolio. Am I using images that effectively help do that?

Small Business 163

Small Business Social Media Channel Media 163

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. So it is unsurprising that an over-funding environment and the commensurate returns hangover would have lasted until about – well – 2012.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Ben's Blog

APRIL 27, 2011

When Alfred presented the acquisition to BEA’s board of directors, one prominent board member said: “if you think that this company is going to pay $150M for a company with $150K in revenue, you are out of your f&%!$n’ So how would Alfred, coming off a role managing thousands of people, billions of dollars in revenue, and achieving an $8.5B

Acquisition 78

Acquisition Cloud Architecture Revenue 78

Cracking the Code

OCTOBER 9, 2009

This strong recovery has highlighted the resiliency of the recurring revenue model in a downturn as well as the stength of the shift to soaftware-as-a-service and cloud computing. Just some food for thought as you build your investment portfolio. Portfolio. (3). ► 2012. (1). Post a Comment. Europe Consumer. (1).

Software Review 48

Software Review Technical Review Cloud Europe 48

Venture Chronicles

DECEMBER 20, 2011

Social as a Service: If you are a SaaS application there is an increasing portfolio of services that you can plug into your application to bring social capabilities as a layered service. SoLoMo: Social Local Mobile is on for 2012. ″ and larger displays.

PPC 32

PPC Social Network Mobile Campaign 32

uxdesign.smashingmagazine.com

SEPTEMBER 5, 2012

UX Study The State Of E-Commerce Checkout Design 2012. September 4th, 2012. The Influence Of Revenue And Industry. Portfolio Design Study: Design Patterns. September 4th, 2012 7:05 am. September 4th, 2012 7:21 am. September 4th, 2012 7:33 am. User Experience. UI Design. E-Commerce. WP Word Press.

Design 98

Design Software Review HTML Technical Review 98

David Teten

APRIL 6, 2015

Source: AON Hewitt 2012 Health Care Survey , based on World Economic Forum data. At the American Society for Cell Biology Conference last month in Philadelphia, they described their approach as emulating venture capital by maximizing investigator productivity and investing in a portfolio of strong investigators.

Venture Capital 60

Venture Capital Technical Review Non-Compete Philadelphia 60

Cracking the Code

MARCH 12, 2010

Given the predictability of SaaS GAAP revenues on a quarterly basis, the fact that the 08/09 projections were unchanged is not a surprise. Given that the revenues are not growing very fast, this means that most of the companies have reduced their sales force and focused on productivity improvement. Portfolio. (3). internet. (6).

Software Review 63

Software Review Technical Review Cloud Forecast 63

Both Sides of the Table

JANUARY 14, 2014

Some quick data that I pulled from EmailisNotDead.com (mid 2012). But my specific point is that while everybody is busy telling you that “kids don’t use email” or “email is dead” I have actual data from portfolio company CEO’s showing the efficacy of email as a communication and marketing channel.

Mobile 339

Mobile Email Social Media Global 339

Cracking the Code

NOVEMBER 13, 2008

A few days ago, Bessemer West Coast SaaS Practice - David Cowan , Byron Deeter and myself, hosted a CFO Dinner for our SaaS portfolio at John Bentleys in Redwood City. Fifteen CFOs participated - about half of them from Bessemer portfolio SaaS companies (Cornerstone On Demand, Intacct. Portfolio. (3). ► 2012. (1).

Software Review 48

Software Review Technical Review Valuation Portfolio 48

Occam's Razor

JANUARY 2, 2013

Like everything in life, you want a balanced portfolio (left). Multi-channel attribution was the flavor of the month for every month in 2012. And just as in 2012 magic pills will be scarce, FUD will be plentiful, and vendors will promise the moon. What other sources are big for them? A very bad thing.

Analytics 159

Analytics Search Campaign eCommerce 159

Cracking the Code

DECEMBER 1, 2009

Portfolio. (3). ► 2012. (1). The recession created opportunities! Europe Consumer. (1). Favorite Podcasts. (1). internet. (6). McKinsey highlights. (1). Online Gaming. (1). sales and marketing. (10). Small and medium businesses. (2). software. (10). Venture Capital. (3). Blog Archive. ► 01/15 - 01/22. (1). ► 2011. (2).

Software Review 48

Software Review Technical Review Cloud Europe 48

The Startup Magazine

SEPTEMBER 18, 2017

The FT1000 is a list of companies which have made the highest percentage of growth between the years of 2012 and 2015. Lottoland has managed to grow its revenue by a staggering 820% over the three-year period in question, making it into the top ten of its ‘Travel and Leisure’ category.

Europe 63

Europe Startup Portfolio Revenue 63

Cracking the Code

NOVEMBER 10, 2009

It is intriguing to see the M&A dynamics in the space, highlighting the interest of tech companies for recurring revenue streams - even SAP announced in their analyst call earlier this month that they were moving from perpertual licenses to five year term licences. Portfolio. (3). ► 2012. (1). Europe Consumer. (1).

Software Review 48

Software Review Technical Review IPO Cloud 48

ithacaVC

NOVEMBER 14, 2014

Here is a post from October 2012. And here is a post from November 2012. Funding lets you invest in growing your company faster than revenue growth would normally allow. In a world where only the 1000x companies make back portfolios, this is really important. [2] Revenue is how traditional businesses get valued.

Valuation 69

Valuation Startup Down Round Early Stage 69

Cracking the Code

JANUARY 22, 2009

While it may make sense to offer very slight adjustments for favorable payment terms and one time revenue, net additions to MRR should dominate the sales rep’s thoughts. 1 of MRR generates $12 of annual revenue, so $1 commission equals 1/12=8.3% of Year One Revenue Sounds high, but is that considered a reasonable package?

Software Review 91

Software Review Clawback Sales Salary 91

Cracking the Code

NOVEMBER 10, 2009

Cloud accounting is all about matching revenue and costs to consumption…well, except for professional services! Portfolio. (3). ► 2012. (1). The most important part of Software-as-a-Service isn’t "Software" its "Service"! Support, support, support! Leverage and monetize the data asset (more.) Mind the GAAP!

Software Review 48

Software Review Cloud Technical Review Sales Cycle 48

ReadWriteStart

OCTOBER 28, 2010

Antonio has a portfolio of Web-based business process management applications for small businesses with 10-100 employees. In addition, I took Rohit through a discussion on a possible OEM strategy that could result in a significant revenue ramp relatively quickly. At the end of the session, each left with specific action items.

Partner 117

Partner Belgium Portugal Bootstrapping 117

Cracking the Code

FEBRUARY 25, 2008

As I was building the spreadsheet, I also included the revenue multiples for this set of companies, both for the trailing 12-month (TTM) and the forward 12-month (FTM). Portfolio. (3). ► 2012. (1). The Index reference point starts on January 1st 2008 at 19,187.81 pts and is dynamically updated via GoogleDocs. internet. (6).

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Lightspeed Venture Partners

DECEMBER 14, 2012

To bring an additional perspective to the conversation, I invited Lightspeed portfolio companies BloomReach, EdgeSpring, MapR, Nutanix, PernixData and Virtual Instruments who are focused on helping companies store, manage, analyze, and surface next-generation data and content.

Business Model 153

Business Model Distribution Aggregator Channel 153

ReadWriteStart

DECEMBER 26, 2012

Startup accelerators were a big story in 2012. I think these LPs will stop cutting their commitment to venture funds because they see it as a lottery ticket in their portfolios. Big data startups were a big deal in 2012. Most of them could be seen as warning signs, but there are some bright spots sprinkled in there as well.

Silicon Valley 60

Silicon Valley Chile Startup Turkey 60

Eric Friedman

AUGUST 18, 2021

I don’t worry about my anti-portfolio. Just to talk a bit more about this,, I was talking with a VC that you know well about my portfolio company, Chipper Cash. They talk about] businesses which are not contractually recurring revenue in the parlance of recurring revenue run rates. That scares me.

Silicon Valley 88

Silicon Valley Venture Capital Cofounder Africa 88

Rob Go

JANUARY 8, 2014

It’s been a yearly tradition for me to share a semi-quantitative view into our portfolio at NextView. Three years ago, I published our first “Stroll through the portfolio” and I’ve published updates each year in January. 1/3 are post product but pre-revenue. 1/3 are post revenue (but very small scale).

Syndicate 45

Syndicate Syndication Portfolio Advertising 45

Bryce Dot VC

APRIL 28, 2016

As an aside- the discrepancy here is likely due to definitions: Andy defines a “good deal” as one that generates over $100M in revenue, Eileen defines them as companies valued at $1B or more. Perhaps that’s the reason the Kauffman Foundation titled their 2012 report on the VC industry “We Have Met the Enemy…And He is Us”.

Silicon Valley 40

Silicon Valley LP Term Sheet IPO 40

Cracking the Code

DECEMBER 16, 2006

however, public SaaS companies like Concur, Saba, Taleo, LivePerson and Ultimate are growing 50-100% per year and trading at an average 5x trailing revenue multiples (I excluded salesforce leading the pack with 9x!) whereas traditional software companies of this size have a growth rate of less than 10% and revenue multiples of 2-2.5x.

Software Review 48

Software Review Silicon Valley Technical Review Software 48

Rob Go

SEPTEMBER 3, 2012

Wayfair - $350M + revenue, 300 employees. Most of our portfolio companies are hiring too, so I won’t single any particular one out: 30 To Follow (Being edited on the fly, so not exactly 30 anymore). Scaling Companies To Watch (ie: probably hiring). Care.com – Just raised a monster round from IVP.

Boston 72

Boston Community CTO Hire Cofounder 72

mobile.smashingmagazine.com

JUNE 11, 2012

June 7th, 2012. June 7th, 2012 12:12 pm. June 8th, 2012 1:02 am. June 8th, 2012 7:36 am. June 8th, 2012 1:37 am. June 8th, 2012 2:26 am. June 8th, 2012 7:59 am. June 8th, 2012 2:51 am. User Experience. UI Design. E-Commerce. Essentials. Techniques. Sketching A New Mobile Web. By Dennis Kardys.

Web 89

Web Mobile Software Review Design 89

Cracking the Code

JANUARY 28, 2008

Eloqua is bringing this revolution to the B2B marketers by providing on-demand applications and best-practice expertise for B2B marketers to execute, automate and measure effective marketing programs that drive revenue. Portfolio. (3). ► 2012. (1). Europe Consumer. (1). Favorite Podcasts. (1). internet. (6). software. (10).

Software Review 48

Software Review Technical Review Los Angeles Europe 48