Agile VC

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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. Business facing companies typically provide software or an online service for which their customers pay a fee. Some potential customers won’t take your product seriously unless you’re charging for it.

Revenue 234
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Slack S-1: Will APRU Drive Long Term Value?

Agile VC

Below the headline figures you can see that a key driver of revenue growth is “expansion” revenue of existing customers spending more each year with Slack. in MRR in 2019 from existing customers for every $1.00 in MRR from customers at the end of 2018. next 3–5yrs at least, barring massive changes in customer behavior).

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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

Also divide the world among business vs consumer usage, and then subdivide consumer into the three business models of the internet… commerce, premium services, and advertising. Businesses large and small are still figuring out how ubiquitous computing will impact their employees, customers, and business partners.

Mobile 160
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Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

Agile VC

Like anyone else, they are looking to own the customer data and offer smart loyalty programs. The retailers just hate it when cash kickbacks and air miles go into the customer’s payment card, along with a missed opportunity for customer loyalty (they also hate Shopkick et al. Is that it? Not really.

Mobile 250
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Urbanization of Startups ? AGILEVC

Agile VC

2) Design ethic vs engineers - Over the course of the last 5-10 years, many software-based startups are being built on competitive advantages of design and business model rather than technical differentiation. Im a former Silicon Valley entrepreneur turned East Coast VC.