Feld Thoughts

DECEMBER 14, 2018

Examples would be “an acquisition” or “a financing” or “an IPO.” ” Let’s take “acquisition” as an example. Maybe you’ve made some acquisitions in the past. I like to start with things that often are optional, but consume a lot of time and energy.

Acquisition 145

Acquisition IPO Metrics Finance 145

Feld Thoughts

AUGUST 25, 2016

They followed this up with two acquisitions – first Conspire and then Profoundis. I love using a targeted acquisition approach in conjunction with a business that has a clear strategy and strong organic growth. The classically rollup strategy was much more focused on acquiring revenue.

Management 70

Management Acquisition Revenue Technology 70

Feld Thoughts

JANUARY 29, 2015

AmeriData was a public company, a voracious acquirer (we acquired 40 companies in three years), and a very fast growing business (they were less than $50 million in revenue when they acquired Feld Technologies and over $2 billion in revenue three years later when GE acquired them.)

Venture Capital 70

Venture Capital Reputation Affiliate Conversion 70

Feld Thoughts

APRIL 15, 2014

Seed is the new Series A. (~$2M used get for building product, establishing product-market fit and early revenue). 6M-$15M used to scale customer acquisition and revenue). . (~$500K used for building team and initial product/prototype). Series A is the new Series B. (~6M-$15M Series B is the new Series C.

Stock 114

Stock Mezzanine Acquisition Revenue 114

Feld Thoughts

DECEMBER 23, 2019

Earnings/Loss – If you have revenue, another great constraint is your targeted earnings or loss for the year. You should set a limit on the amount by which you are willing to increase what you are spending in the last month of the coming year vs. the previous year.

Engineer 70

Engineer Acquisition Revenue Naming 70

Feld Thoughts

JANUARY 25, 2015

Imagine being an investor and being approached by a business SaaS company that has raised $5 million, has $100k / month of revenue, has been growing at about 5% per month, and is doing a $10 million round. You want to do an acquisition, but the seller wants some cash. And need money to fund their operations.

Finance 70

Finance Bootstrapping Acquisition Revenue 70

Feld Thoughts

MARCH 15, 2015

Many of our portfolio companies are those types of cloud services and the ecosystems that AppDirect powers can help them get to market faster, reach more users, and drive more revenue. A few months after the acquisition, they raised a Series C round led by Mithril which we participated in.

Finance 70

Finance San Francisco Hiring Silicon Valley 70