Seeing Both Sides

APRIL 1, 2013

Are you more of a B2C type or a B2B type? If you are a risk-taker and enjoy the challenges and roller-coaster ride, then the jungle phase is for you and you should bias towards seed funded or recently Series A funded companies that are pre-revenue. In order to narrow things down, I recommend following a simple, four-step heuristic.

Boston 52

Boston B2C Salary Cofounder 52

ConversionXL

NOVEMBER 29, 2018

Freemium and free-trial signups have one thing in common: Neither generates revenue. And, like bottom-up efforts, both were a slow burn that required tens of millions in funding to sustain the glut of free users that precedes revenue. Spotify and Canva didn’t become freemium success stories until they monetized their user bases.

Customer 119

Customer Conversion Acquisition B2B 119

VC Cafe

OCTOBER 24, 2022

It remains to be seen what the outcomes will be in 2022 as the exit markets are less active and the IPO window is closed, but assuming the merger gets approved, we’ve already seen Activision’s $70 billion acquisition by Microsoft and Twitter’s potential $40 billion takeover by Elon Musk. appeared first on VC Cafe.

B2C 103

B2C IPO B2B 103

Agile VC

NOVEMBER 7, 2019

Companies are retrenching, VC firms are going through their own upheavals, and IPOs are non-existent. Year over year revenue growth rates are measured in multiples not percentages. But overall this is a period where the IPO market remains largely closed to VC-backed startups. Survival is the order of the day.

IPO 100

IPO Early Stage Cofounder B2C 100

VC Cafe

SEPTEMBER 24, 2021

Israel was historically known for semiconductors and cybersecurity but it’s now punching above its weight in consumer (B2C), gaming and commerce. Another challenge with keeping this list current is that many of the Israeli unicorns ‘graduate’ by getting acquired or going public via SPACs or traditional IPOs.

Lock-up Period 218

Lock-up Period Merger IPO 218

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

online.wsj.com

SEPTEMBER 23, 2012

If failure is defined as failing to see the projected return on investment—say, a specific revenue growth rate or date to break even on cash flow—then more than 95% of start-ups fail, based on Mr. Ghoshs research. Less than 1% are currently in IPO registration. Consumer Services (B2C). start-ups fail, he says.

Venture Capital 107

Venture Capital Software Review Rhode Island North Dakota 107

Agile VC

MAY 7, 2014

I believe this may be the most anticipated tech IPO of all time… some may argue Facebook was a bigger deal, but Alibaba’s offering has been “in process” for a long time and may very well be the largest IPO ever both in terms of size of offering and initial market cap of the company. USD in revenue for 2013.

China 187

China B2B Flash IPO 187

Austin Startup

MAY 29, 2019

Brands would get higher margins but lower revenues while retailers would get lower margins but higher revenues (generally speaking, with Apple being a notable exception owning both sides of that for much of their sales). In investing in B2C, we also look for network effects but usually those are created rather than natural.

Networking 48

Networking Fractional CTO CTO Hire B2C 48