Agile VC

FEBRUARY 28, 2013

I had read somewhere that Apple’s cash pile was equivalent to Hungary’s GDP so I tweeted out the suggestion that perhaps an activist shareholder should push an acquisition of Hungary rather than thinking small (e.g. increasing dividends or issuing preferred stock).

Hungary 168

Hungary Dividend Vertical Preferred Stock 168

Agile VC

MARCH 13, 2012

Patents and the threat of patent infringement lawsuits provide maximum leverage against a competitor when they’re in the middle of a strategic inflection point… a major financing, acquisition, or large product launch. I didn’t use every Yahoo! Mail, Sports, etc. Author howerl. Filed under Uncategorized.

IP 100

IP IPO Social Network Silicon Valley 100

Agile VC

MAY 16, 2012

We also invest only in software & internet enabled businesses. 2) Vast Human Capital Outside Our Walls - Rob, David, and I all try to draw on our experience as founders, operators, and investors in software & internet companies both in looking at new startups and forming investment themes.

Seed Stage 124

Seed Stage Silicon Valley B2B Syndicate 124

Agile VC

MARCH 8, 2012

I remember when it was a rare, extraordinary thing for a software/internet startup to even file an S-1. If you look at newly public companies in the software & internet sector you see a wide spread. Now there are filings virtually every week and quite a few of these companies have already gone public. So now what?

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

FEBRUARY 21, 2012

We make initial investments of $250-500K in the seed rounds of software and internet startups and reserve capital for follow-on rounds. The first of these to exit was recently announced, with Groupon’s acquisition of Hyperpublic , though most of the portfolio will continue to build for a long time.

LP 100

LP Seed Stage Silicon Valley Limited Partner 100

Agile VC

FEBRUARY 2, 2012

These companies report gross ad revenue but then subtract out “TAC” (Traffic Acquisition Costs) which is basically accounting-speak for the revenue share they pay to the partner sites where the ads actually appear. Facebook estimates they already have 60% of addressable US internet users. link] leehower. Great point Steve.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

AUGUST 12, 2011

3) Repeatable, cost effective customer acquisition – Nothing whets a Series A investor’s appetite like a startup that’s shown $1 of incremental marketing spend will yield $2-3 of gross margin. But these five tenets can help internet / software entrepreneurs increase their prospects. Author howerl.

Seed Stage 113

Seed Stage Silicon Valley B2B Acquisition 113

Agile VC

APRIL 13, 2012

Here in Boston the same dynamic as Silicon Valley has been afoot… at least in the software/internet sphere, the majority of startups have migrated from the suburban loop of Rt 128 back into the urban core of Boston & Cambridge. So why are software & internet startups more urban today than 5-10 years ago?

Silicon Valley 185

Silicon Valley San Francisco San Jose Startup 185