Agile VC

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Why Do Consumer IPOs and B2B IPOs Get Treated Differently?

Agile VC

Zoom is a B2B company Pinterest and Lyft are obviously B2C companies. All three have different business models… SaaS, media/ad, and consumer transactional. That not only bodes well for strong companies seeking to go public, regardless of whether they’re B2B or B2C. appeared first on AGILEVC.

IPO 100
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The Consumerization of Business Software ? AGILEVC

Agile VC

I’m not the first person to describe this trend, and my prior background has been primarily as a consumer web guy more than in B2B companies. 3) UI/UX Matters in B2B - For decades, B2B application developers could skimp on innovating in the presentation layer. RentJuice is doing much the same in real estate software.

Software 100
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Revenue = Product Market Fit

Agile VC

This is especially true for those with a media / ad based business model (e.g. But B2B startups need to take a different tack. We invest in internet enabled companies at NextView and our portfolio is roughly equally split between consumer and B2B businesses.

Revenue 234
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Putting Twitter’s IPO in Perspective

Agile VC

Again there’s three fundamental ways to make money in consumer-facing internet businesses: you can sell people stuff in a physical realm (e-commerce), you can indirectly monetize consumer attention (media or ad-based), or you can provide online software & services that consumers pay for (premium services).

IPO 194
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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

were fairly active a few years ago though neither is as active today and big media conglomerates like Disney are fairly sporadic as they embrace web-based media. On the B2B SaaS side or enabling services (e.g. ad-tech, analytics, development platforms, etc) the list is slightly different.

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Alibaba S-1: How Well Do They Monetize?

Agile VC

Key Takeaways: 1) Retail E-Commerce Brings Home the Bacon - While Alibaba’s roots were as a wholesale (B2B) marketplace, retail commerce drives the company both today and in the future. 4) It’s Unclear if Alibaba Looks Like an Media Company or a Marketplace – To be clear, Alibaba’s sites are obviously marketplaces.

China 159
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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

The secondary wave of VC-backed IPOs has also come to fruition… both consumer facing (Yelp, Demand Media, Pandora, Carbonite, HomeAway, Angie’s List, et al) and B2B (Jive Software, Brightcove, Imperva, Responsys, etc). The pipeline of companies in registration has continued to grow.

IPO 100