Agile VC

JUNE 5, 2011

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.

North America 100

North America Chicago Boston Silicon Valley 100

Agile VC

MAY 26, 2011

Online social networking is a concept still being evangelized even in Silicon Valley… Friendster is in private beta (wasn’t until Oct 2003 they received Google acquisition offer which they turned down for Kleiner/Benchmark round). link] leehower. We’ve been lucky.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

FEBRUARY 20, 2014

With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp. Viewed through this lens, Facebook’s acquisition price of $19 billion is something like 8x conceivable revenue. This works out to $5.25 in annual mobile ad revenue per MAU. billion in annualized revenue. billion for it.

Valuation 159

Valuation Acquisition Mobile Revenue 159

Agile VC

FEBRUARY 20, 2014

With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp. Viewed through this lens, Facebook’s acquisition price of $19 billion is something like 8x conceivable revenue. This works out to $5.25 in annual mobile ad revenue per MAU. billion in annualized revenue. billion for it.

Valuation 127

Valuation Acquisition Mobile Revenue 127

Agile VC

AUGUST 12, 2011

” The challenge is that while there’s a simple answer, it’s not one that can be easily distilled into a set of metrics that can be followed as a cookie cutter plan. 4) Metric momentum – Everybody likes those up and to the right graphs.

Seed Stage 113

Seed Stage Silicon Valley B2B Acquisition 113

Agile VC

NOVEMBER 9, 2015

It has grown remarkably, has favorable gross margins and customer acquisition payback, and a clear path to profitability. What are customer acquisition costs like? On a blended basis (paid + unpaid), Square’s payback period for new merchant acquisition is “four to five” quarters. Gross Margins / Net Revenue.

IPO 165

IPO .Net Revenue Acquisition 165