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How Private Equity and Venture Capital Investors Are Eating Their Own Dogfood

David Teten

In venture capital in particular, early-stage companies are often operating in frontier industries, where the rules are unpredictable and conventional analytic frameworks may be misleading. A number of analysts have particular focus on serving the customers of technology companies, e.g., Gartner and 451 Research.

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

How They Do It: Aggregate data from travel data warehouses like ITA as well as indexing travel providers websites, provide this information to consumers in a highly customizable search engine. paying for travel data from ITA or others (customers acquisition spend is not included in COGS). 2010 Operating Income: $16 million.

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

Agile VC

Cumulative customers (unique buyers of Groupons): 15.8M (Q1 2011), 9.0M (2010), 0.4M (2009). The International segment appears to have similar profitability as the North America business though as it accounted for roughly the same proportion of adjusted operating income. in net revenue and passes $0.58 to the merchant.

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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

Most companies in the IT sector are profitable at least on an operating or cashflow basis, though often not on a GAAP basis when non-cash expenses are taken into account. It’s pretty rare to see smaller scale businesses or wildly unprofitable ones in the IPO pipeline, which is again good for the overall normalization of the market.

IPO 100
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VCs eating our own dog food: Using technology and analytics to make better investments

David Teten

I walk through below how progressive investors are using technology and analytics throughout all of their operations. This provides us more time to develop meaningful relationships with prospects and customers. We are also seeing technology evaluation as an increasingly important part of LP operational due diligence.

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Asset Management Is A Bizarre Industry Ripe For Disruption

David Teten

Asset management also shows the traditional earmarks of an industry ripe for disruption — most obviously, unhappy customers and extremely profitable incumbents. Almost every other industry collectively does what it promises; the restaurant industry does give all its customers food. In aggregate, angels are significant investors.

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Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

Agile VC

Right now, the only company who’s really innovating is Dwolla, which is starting from the payment layer by aggregating funding sources and will eventually try to position itself as a platform (starting by offering real time cash transfers for free to banks). Canadian operator Rogers filed to become a bank last year. Is that it?

Mobile 250