View from Seed

NOVEMBER 7, 2019

Aggregate VC investment in 2009 hits a low of roughly $20B, a figure last seen in 2003 in the wake of the bursting of the dotcom and telecom bubble and 2001 recession. Companies are retrenching, VC firms are going through their own upheavals, and IPOs are non-existent. Image from Sequoia Capital presentation.

IPO 202

IPO Early Stage Cofounder B2C 202

Steve Blank

SEPTEMBER 14, 2009

On top of all this it was considered very bad form not to have at least four additional consecutive quarters of profits after an IPO.) The IPO Bubble – August 1995 – March 2000 In August 1995 Netscape went public, and the world of start ups turned upside down. Tech acquisitions went crazy at the same time the IPO market did.

Silicon Valley 223

Silicon Valley IPO Technical Review Venture Capital 223

Startup Lessons Learned

MAY 4, 2021

A few weeks ago, Coinbase , which facilitates buying, storing and purchasing cryptocurrency and also operates a cryptocurrency exchange, went public. It was one of the year's most successful IPOs so far, and has been heralded as a "landmark moment" for cryptocurrency's entrance into mainstream investing.

IPO 113

IPO Cofounder Technical Review Government 113

Agile VC

APRIL 17, 2011

GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. 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. =. 2010 Operating Income: $16 million.

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

MARCH 8, 2012

Tech IPOs Are Back – So Now What? Three of the five “blockbuster” tech IPOs I predicted have happened (LinkedIn, Groupon, Zynga) and the biggest of all (Facebook) has filed and will likely go public within the next 90 days. I see several dynamics at work in today’s IPO markets. March 8, 2012.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Hunter Walker

AUGUST 26, 2022

I’m an Ashley Mayer superfan so beyond the affinity, have been fortunate enough to also bring her into Homebrew as an advisor to our portfolio companies, and invest in Coalition , a venture firm she founded along with three other amazing female operators. AM: Getting to work on the Box IPO was one of the coolest things I’ve ever done.

IPO 91

IPO Cofounder Early Stage Portfolio 91

Agile VC

NOVEMBER 7, 2019

Aggregate VC investment in 2009 hits a low of roughly $20B, a figure last seen in 2003 in the wake of the bursting of the dotcom and telecom bubble and 2001 recession. Companies are retrenching, VC firms are going through their own upheavals, and IPOs are non-existent. Image from Sequoia Capital presentation.

IPO 100

IPO Early Stage Cofounder B2C 100

View from Seed

MARCH 5, 2019

2019 is shaping up to be the year the dam broke for decacorn IPOs, with Lyft, Uber, AirBnB, Pinterest, et al in the queue. So it’s not really the case that Lyft’s riders (in aggregate) are using the service more often, but rather Lyft is getting much better at netting more revenue per active rider. Lyft’s S-1 dropped on Friday.

Aggregator 120

Aggregator IPO .Net Revenue 120

Agile VC

MARCH 5, 2019

So it’s not really the case that Lyft’s riders (in aggregate) are using the service more often, but rather Lyft is getting much better at netting more revenue per active rider. Again as I highlighted above, in aggregate Lyft’s users aren’t taking dramatically more rides today then they were 3+ years ago. So what about those cohorts?

Aggregator 100

Aggregator .Net Revenue IPO 100

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. 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. AGILEVC My idle thoughts on tech startups. June 5, 2011.

North America 100

North America Chicago Boston Silicon Valley 100

This is going to be BIG.

MAY 26, 2022

Unfortunately, the blueprint and operating manual for how your CEO brain works doesn’t really come off in a pitch meeting. You can’t write the bestselling book on how to IPO your company if that’s not a thing you’ve done before—or can you? Now, obviously, it’s got to be reasonable, right?

Founder 103

Founder .Net Term Sheet Aggregator 103

Both Sides of the Table

OCTOBER 1, 2009

When the NVCA or PriceWaterhouse surveys come out at the end of year I’m not saying they will necessarily will show aggregate $$$ or deal numbers up. IPOs and M&A have returned – and with them the investment bankers have staged a rebound. – IPO-able in any normal market. There is a lot of pent-up demand.

IPO 255

IPO Investment Bankers Venture Capital Marketing 255

Startup Lessons Learned

FEBRUARY 22, 2010

I’ve seen many times what happens when a single department get’s holed-up in its own space, like the terrifying “ operations cave.&# Two others – that each team member give their input independently and that the results be objectively aggregated – are also key parts of building a meritocracy.

San Francisco 167

San Francisco Lean Sweden Continuous Deployment 167

Startup Lessons Learned

JANUARY 18, 2010

Many people still find this idea challenging, even for companies that operate solely on the web. Examples of things I monitor are the numbers of user activations, active users, and aggregate page hits to user galleries. Many people still find this idea challenging, even for companies that operate solely on the web.

Continuous Deployment 151

Continuous Deployment San Francisco Lean Wiki 151

Startup Lessons Learned

JANUARY 4, 2009

Im talking about the actual data-fetching operation. Using memcacheds multiget, which allows the fetching of many keys in parallel, I have written code to aggregate all the shard lookups for a given page and prefetch them, reducing the overhead even further. This information is normally maintained by your operations team.

San Francisco 151

San Francisco Architecture Startup Database 151

Up and Running

MAY 1, 2014

Instead, they prefer to buy through large distribution companies that aggregate products from lots of suppliers and then make that inventory available to retailers to purchase. This is the sum of your Operating Expenses and COGS. Retail Distribution. You should also exclude taxes, depreciation, and amortization. Total Expenses.

Business Plan 163

Business Plan Forecast Balance Sheet Distribution 163

Startup Lessons Learned

FEBRUARY 22, 2009

But aggregated across many schools, there are thousands or tens of thousands of them. these devices all need human instruction to enable correct and desired operation. The visionary’s lament The Superbowl ad test Lo, my 57692 subscribers, who are you? No departments The Five Whys for Startups (for Harvard Business R.

Programming 143

Programming San Francisco Lean Continuous Deployment 143

K9 Ventures

OCTOBER 10, 2017

Typically, Pre-Seed rounds are less than $1M in aggregate capital raised. Q: What are some Pre-Seed funds operating today? It is what Seed used to be from 2009-2013, until the Seed rounds got fat and bloated and the bar for raising a Seed round became a lot higher. Q: What amount of financing is considered Pre-Seed?

Seed Stage 82

Seed Stage Finance Later Stage Equity 82

Startup Lessons Learned

APRIL 14, 2009

Compared to the million-dollar startup, they are operating at micro-scale. First of all, it means that most aggregate measures of success, like total revenue, are not very useful. Let me describe a different company, one with only $30,000 in revenue (again, pure fiction). How does that stack up?

Customer 167

Customer San Francisco Lean Hockey Stick 167

Startup Lessons Learned

JUNE 9, 2020

This was supposed to be Airbnb's biggest year by many measures, including its IPO, which was one of the most anticipated since the 2008 financial crisis. One by one the markets in which you operate shut down. And so the oven is like being an IPO. You can't really operate. But it's like taking. You're baking.

Silicon Valley 60

Silicon Valley Hosting Cofounder Employee 60

Startup Company Lawyer

MAY 26, 2012

Under the crowdfunding provisions, the aggregate dollar amount of securities that an issuer can sell in a crowdfunding transaction is limited to $1 million (less the aggregate amount of securities sold under other exemptions) over a 12-month period. such other information as the SEC may prescribe.

SEC 58

SEC Securities and Exchange Commission Accredited Investor Private Placement 58

abovethecrowd.com

APRIL 20, 2016

The pressures of lofty paper valuations, massive burn rates (and the subsequent need for more cash), and unprecedented low levels of IPOs and M&A, have created a complex and unique circumstance which many Unicorn CEOs and investors are ill-prepared to navigate. In Q1 of 2016 there were zero VC-backed technology IPOs.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

Cracking the Code

OCTOBER 10, 2008

Save Asia for post-IPO Single instance, multi-tenant, single datacenter - Have only one version of the code in production. Save Asia for post-IPO. Your default position should be to consider Europe as your pre-IPO growth story, and Asia only after you’re a high-flying public company. Philippe Botteri. Bessemer SaaS Law #8.

Software Review 48

Software Review North America Europe Metrics 48

www.vccafe.com

MARCH 11, 2013

In addition, TheFunded.com allows entrepreneurs to view and share term sheets, to assist one other finding good investor, and to discuss the many facets of operating a business. aggregation. The Funded : TheFunded.com is an online community of entrepreneurs to research, rate, and review funding sources worldwide. www.g2i.org.

Software Review 53

Software Review Technical Review Startup 53

ConversionXL

AUGUST 23, 2020

According to a study of 3,000 mobile searchers by Google & IPOS, nearly half indicated that they are more likely to convert elsewhere if they can’t call a business directly from the search result. Outleads’ platform shows a heat map report that aggregates all calls, as well as the element click associated with each individual call.

Mobile 112

Mobile Analytics Web Conversion 112

ConversionXL

OCTOBER 23, 2014

According to a study of 3,000 mobile searchers by Google & IPOS, nearly half indicated that they are more likely to convert elsewhere if they can’t call a business directly from the search result. Outleads’ platform shows a heat map report that aggregates all calls, as well as the element click associated with each individual call.

Mobile 117

Mobile Analytics Lead Generation Web 117

SoCal CTO

AUGUST 3, 2010

Welcome to the Lost Decade (for Entrepreneurs, IPO’s and VC’s) - Steve Blank , July 15, 2010 If you take funding from a venture capital firm or angel investor and want to build a large, enduring company (rather than sell it to the highest bidder), this isn’t the decade to do it. Here’s why. Take a look at the chart below. 10 Blogging Tips.

Software Review 217

Software Review Startup Venture Capital Technical Review 217