Remove Business Model Remove Distribution Remove Software Remove Valuation
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ESADE Business School Commencement Speech

Steve Blank

Today’s workforce has radically different expectations, brands are losing their power, physical channels are being destroyed by virtual ones, market share is less important than market creation, and software is eating world. Look at the valuations of companies like Tesla, Illumina, and Twitter.

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10 Reflections After 10 Years of NextView

View from Seed

90% of the airtime around ownership and valuations is focused on what happens when the first check is written. Effective post money is the effective valuation of an investor’s dollars at any one time. Also, being too dogmatic isn’t very fun J. What matters is effective post-money at exit. We think about this a lot too.

IRR 205
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10 Reflections After 10 Years of NextView

View from Seed

90% of the airtime around ownership and valuations is focused on what happens when the first check is written. Effective post money is the effective valuation of an investor’s dollars at any one time. Also, being too dogmatic isn’t very fun J. What matters is effective post-money at exit. We think about this a lot too.

IRR 156
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10 Reflections After 10 Years of NextView

View from Seed

90% of the airtime around ownership and valuations is focused on what happens when the first check is written. Effective post money is the effective valuation of an investor’s dollars at any one time. Also, being too dogmatic isn’t very fun J. What matters is effective post-money at exit. We think about this a lot too.

IRR 136
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The Courage to Monetize

Austin Startup

What seems to be the best way to create customers and revenue may result in a business model that is out of vogue with the investment world and shortchanges you on enterprise valuation. He forgot a major highlight of the business model, and the damage was done. A good example is the marketing technology sector.

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Big Data Investors Put a Premium on Proprietary Software

ReadWriteStart

The hottest open source companies are focused on big data, with companies like DataStax, Cloudera , and MongoDB bagging billion-dollar valuations as they earn ever-increasing revenues. But even hotter, according to new data from mutual fund filings and Dow Jones VentureSource, are proprietary big data software startups. Its reward?

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New Rules for the New Internet Bubble

Steve Blank

The signals are loud and clear : seed and late stage valuations are getting frothy and wacky, and hiring talent in Silicon Valley is the toughest it has been since the dot.com bubble. Software companies had to buy specialized computers and license expensive software. Carpe Diem. We’re now in the second Internet bubble.

Internet 334