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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

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. =. paying for travel data from ITA or others (customers acquisition spend is not included in COGS). This was the large round to fund the acquisition of Sidestep.

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

Agile VC

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. Groupon’s 2010 net loss includes $203M expenses related to acquisitions of several deal businesses. . Author howerl.

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Can You Build Your Business on Somebody Else’s Platform?

Both Sides of the Table

DataSift was never built on a single platform and never desired or expected to be Twitter’s re-syndication provider as its sole business. Never mind that Twitter in writing specifically asked us to build this re-syndication product with them and that every step of the way encouraged us to build out the service. billion people.

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VCs eating our own dog food: Using technology and analytics to make better investments

David Teten

Some notable metrics are revenue growth rates, free cashflow, leverage ratios, historical financing amounts, returns on marketing spend, customer acquisition costs, lifetime value of customers, customer churn rates, and team social scores. Other firms are using Talent Relationship Management tools, e.g., Thrive. .

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Why I’m Doubling Down on the Twitter Ecosystem

Both Sides of the Table

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.

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Marketplaces are Eating Firms (Unedited)

A Crowded Space

And yes, AngelList syndicates are trying to kill VC firms. 3) Access to Clients - Firms also make it possible to separate the sales and client acquisition process from the service delivery component. Marketplaces do an excellent job at aggregating demand. Contently is killing off some marketing firms. .

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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

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). Author howerl. Filed under Uncategorized. What’s Your Favorite Future?

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