Agile VC

article thumbnail

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

Agile VC

4) Unique Reporting of Accounting: Much has been made in the press that Groupon has chosen to report alternative non-GAAP metrics in addition to GAAP accounting. IMO this is much ado about nothing, as any comptentent analyst can look at Groupon’s GAAP and non-GAAP metrics and get a good sense of the business.

article thumbnail

LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

We’ve had a supportive board and encouraging metrics and a helpful climate for our community news notion (now 51 sites in 3 states). At Main Street Connect (mainstreetconnect.us) we’re two months from wrapping our Series B @ $12MM. We’ve been lucky.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Facebook Paid

Agile VC

I’m also not suggesting that we should apply Facebook’s revenue/user as a “conceivable” revenue metric to every mobile messaging service… most will never monetize at anywhere near that high a level. But a lot of people also underestimated Google’s ability to monetize YouTube when they paid $1.5

Valuation 159
article thumbnail

Facebook Paid

Agile VC

I’m also not suggesting that we should apply Facebook’s revenue/user as a “conceivable” revenue metric to every mobile messaging service… most will never monetize at anywhere near that high a level. But a lot of people also underestimated Google’s ability to monetize YouTube when they paid $1.5

Valuation 127
article thumbnail

Slack S-1: Will APRU Drive Long Term Value?

Agile VC

Public equity investors will measure it in the short term by the same metrics they judge other SaaS companies… multiples of revenue / EBITDA / bookings, growth rates, churn, sales efficiency, etc. To me, the question of whether Slack is a $20B market cap company or $50B or $100B+ in the long run is largely a function of ARPU and TAM.

article thumbnail

Why Twitter is A Media Company ? AGILEVC

Agile VC

Compared on typical media metrics of reach and engagement, Facebook stands apart which is why it’s both much larger as a business (30-40X bigger in revenue) and a far more valuable company. The “follow” modality is an interesting one and Twitter was a pioneer here where many others have now followed (sorry, no pun intended).

Media 113
article thumbnail

What Milestones Are Needed to Raise a Series A? ? AGILEVC

Agile VC

” The challenge is that while there’s a simple answer, it’s not one that can be easily distilled into a set of metrics that can be followed as a cookie cutter plan. 4) Metric momentum – Everybody likes those up and to the right graphs.