Remove Aggregator Remove Metrics Remove Software Remove Valuation
article thumbnail

Spectacles and $SNAP’s $20B Valuation

Austin Startup

In order to achieve 20x growth, Snap needs grow both of those metrics 4–5x. Had Facebook not purchased Instagram, Facebook’s aggregate numbers likely would have dipped as millennials have largely abandoned Facebook for Instagram and Snapchat. In summary: Snap’s current business doesn’t justify a $20B valuation.

article thumbnail

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

David Teten

An investor had few hard metrics other than the actual financials, and little technology to make the process scaleable. Over the past few decades, better metrics became available, and investors could take a more analytical, data-driven approach. ” Historically, investing was a manual, artisan process. 4) Manage deal flow.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Cracking The Code: State of the SaaS 13: Q1 2010 Sentiment

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. While the group sentiment for 2010 did not improve significantly vs. November 2009, the projections for 2011 are now a lot more optimistic - 42% higher 2011 aggregated EBITDA announced in March 2010 vs. the November 09!

article thumbnail

Can You Trust Any vc's Under 40?

Steve Blank

Underwriters realized that as long as the public was happy snapping up shares, they could make huge profits on the inflated valuations (regardless of whether or not the company should have ever been public.) The valuations for acquisitions were nothing like the Internet bubble, but there was a path to liquidity, difficult as it was.

article thumbnail

Cracking The Code: Happy New Year 2008!

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. and online gaming companies and 2/3 looking at the software and SaaS industry. Intego is the leading Security Software Suite for Mac. Detailed SaaS Spreadsheet (Valuation and CAC benchmark).

article thumbnail

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

David Teten

Lean Case provides standard business models & metrics, so you can apply a standard approach to business planning, modeling, and profitability tracking. The simplest way to track a company’s performance: have them give you access to their internal metrics dashboard. If you have one, please contact me. 7) Negotiate .

article thumbnail

The Pre-Seed FAQ

K9 Ventures

Typically, Pre-Seed rounds are less than $1M in aggregate capital raised. If the Micro-VCs are looking for Series A-like metrics, what does a company do when it’s just getting started? When I first began in this industry, people would claim that it’s cheap to start a software company. Q: Is Pre-Seed a Thing?