View from Seed

JUNE 13, 2019

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. 2) Impressive cohort growth & stability.

Leadership 214

Leadership .Net Revenue Acquisition 214

Agile VC

JUNE 13, 2019

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. 2) Impressive cohort growth & stability.

Leadership 100

Leadership .Net Revenue Acquisition 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

Steve Blank

SEPTEMBER 14, 2009

In theory when you went public, everyone’s shares were now tradable on the stock exchange, but usually the underwriters required a six month “lockup” when company insiders (employees and investors) couldn’t sell. The IPO Bubble – August 1995 – March 2000 In August 1995 Netscape went public, and the world of start ups turned upside down.

Silicon Valley 223

Silicon Valley IPO Technical Review Venture Capital 223

VC Cafe

AUGUST 11, 2014

There’s quite a range of information sources from curated reports to aggregated data. CB Insights regularly produces data-driven reports and analysis on venture capital, private equity, angel investment, mergers & acquisitions, IPOs and emerging high-growth industries. 1) Industry reports. 6) CB Insights.

Curation 167

Curation Vertical San Francisco Angel Investor 167

pandodaily.com

NOVEMBER 29, 2012

Meanwhile, the rash of early liquidity and recent IPOs — unsatisfying as they were — gave liquidity to thousands of employees at large companies, and a subset of those made very real money. This time around, there has been an explosion at the early stages, and the very late pre-IPO growth stages. November 29, 2012.

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93

Duct Tape Marketing

SEPTEMBER 10, 2019

You see every day these IPOs coming out of companies that we work, for example. Just had an IPO and last quarter they lost $700 million. If a customer wants a deal, if an employee wants a vacation, they have to go into the hub. John Jantsch: So you mentioned the idea of growth potential. John Warrillow: Right.

Entrepreneur 50

Entrepreneur Switzerland Revenue Differentiation 50