Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. They’ve grown from nothing to >$2B in revenue in 30 months time, making the company among the fastest growing businesses in the histroy of the world. Financial Snapshot: 2010 Revenue: $713M. in net revenue and passes $0.58

North America 100

North America Chicago Boston Silicon Valley 100

Agile VC

MARCH 5, 2019

There are a variety of quick write-ups on the Lyft S-1 for basic figures like annual revenue, rider growth, or who the largest shareholders are. Lyft helpfully provides the number of active riders, total number of rides, and average revenue per rider on a quarterly basis. Here’s one from Pitchbook and one from TechCrunch.

Aggregator 100

Aggregator .Net Revenue IPO 100

View from Seed

JUNE 13, 2019

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. revenue business still growing >50% YoY? Chewy now has over 10 million customers, repeat purchases by existing customers account for approximately 90% of their revenue today.

Leadership 214

Leadership .Net Revenue Acquisition 214

Startup Lessons Learned

APRIL 14, 2009

Lessons Learned by Eric Ries Tuesday, April 14, 2009 Validated learning about customers Would you rather have $30,000 or $1 million in revenues for your startup? All things being equal, of course, you’d rather have more revenue rather than less. And yet revenue alone is not a sufficient goal. More on that in a moment.

Customer 167

Customer San Francisco Lean Hockey Stick 167

Agile VC

JUNE 13, 2019

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. revenue business still growing >50% YoY? Chewy now has over 10 million customers, repeat purchases by existing customers account for approximately 90% of their revenue today.

Leadership 100

Leadership .Net Revenue Acquisition 100

K9 Ventures

OCTOBER 10, 2017

Typically, Pre-Seed rounds are less than $1M in aggregate capital raised. 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). It used to be that a company could go public when it hit $20M in revenue.

Seed Stage 82

Seed Stage Finance Later Stage Equity 82

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

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

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

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. A typical P&L will be a spreadsheet that includes the following: Sales (or Income or Revenue). This is the sum of your Operating Expenses and COGS.

Business Plan 163

Business Plan Forecast Balance Sheet Distribution 163

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

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. Be prepared to cross the desert - SaaS requires R&D and sales expense up front for a multi-year stream of revenue, so it demands enough investment capital to fund 4+ years of runway. Great list!

Software Review 48

Software Review North America Europe Metrics 48

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

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