Agile VC

APRIL 17, 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. =. What They Do: Travel search engine. What They Do: Travel search engine. Search Statistics: 2010 Queries: 634 million. Kayak Software Corporation.

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

JUNE 5, 2011

How They Do It: Build email list of consumers interested in local deals (mainly via paid search & social network ads), sell coupon programs to merchants via telesales. Keep in mind Yipit is an indirect competitor in the daily deals space (essentially a meta aggregator of deals sites), but the analysis is sound IMO.

North America 100

North America Chicago Boston Silicon Valley 100

Agile VC

MARCH 8, 2012

And finally margins matter… a $50-100M software company can go public given it’s 80-90% gross margins, an e-commerce company with 20-30% gross margins and high customer acquisition costs needs to be much bigger (probably 5-10x at least). My partner @ LeeHower looks back: [link] 5 days ago Search. Author howerl.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

David Teten

DECEMBER 3, 2019

Coalesce address the more general problem of searching through large data sets for best fits. Pacer is useful to search prior litigation, bankruptcies, etc. Foundry Group is using their portfolio company Monday to aggregate portfolio companies’ job postings on their own jobs page; Point Nine Capital uses Recruitee for the same purpose.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Agile VC

JUNE 12, 2012

But while it was a little less understood outside the payments world, their acquisition of TxVia theoretically gives them some of the plumbing they’d need to create a store of value or couple a Google mobile payments product to existing financial accounts. My partner @ LeeHower looks back: [link] 5 days ago Search.

Mobile 250

Mobile Disintermediation SMS Government 250

Both Sides of the Table

JULY 10, 2011

Twitter as a company has encouraged this by granting DataSift “re-syndication rights,” which means that the company can ingest the full Twitter fire hose and resell subsets of it to other parties who want to consume a smaller stream, which is more cost effective in data licenses and in IT resources needed to consume the data.

Viral 307

Viral Las Vegas Tunisia Syndicate 307