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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

View from Seed

The company launched in 2011 and then was acquired by PetSmart for over $3 billion in 2017 (PetSmart itself owned by PE firm BC Partners), but Chewy is now preparing for life as a standalone public company. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

Agile VC

The company launched in 2011 and then was acquired by PetSmart for over $3 billion in 2017 (PetSmart itself owned by PE firm BC Partners), but Chewy is now preparing for life as a standalone public company. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis.

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Can You Trust Any vc's Under 40?

Steve Blank

Each VC firm/partner has a different spin on what to weigh more.) On top of all this it was considered very bad form not to have at least four additional consecutive quarters of profits after an IPO.) The IPO Bubble – August 1995 – March 2000 In August 1995 Netscape went public, and the world of start ups turned upside down.

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

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

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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

Tech IPOs Are Back – So Now What? 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. March 8, 2012.

IPO 100
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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

So Groupon obviously filed their S-1 the other day to formally being the IPO process. 3) Groupon’s Business is Like An ATM: Groupon is currently unprofitable on a GAAP basis thanks to acquisition related expenses in 2010 as well as ongoing marketing spend to acquire customers. AGILEVC My idle thoughts on tech startups.

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10 Tools for Understanding and Dissecting an Industry

VC Cafe

There’s quite a range of information sources from curated reports to aggregated data. “LumaScapes”, the one-pager infographicscreated by consulting firm Luma Partners, provide a quick snapshot of the various parts of an industry and the logos of the companies playing in that space. 1) Industry reports.

Curation 167