Agile VC

FEBRUARY 5, 2014

This is especially true for those with a media / ad based business model (e.g. We invest in internet enabled companies at NextView and our portfolio is roughly equally split between consumer and B2B businesses. Business facing companies typically provide software or an online service for which their customers pay a fee.

Revenue 234

Revenue Product B2B Marketing 234

Agile VC

OCTOBER 3, 2016

The way forward includes not only advanced vehicles themselves but also potentially shifts in road infrastructure, laws and regulations, and even business models for “mobility.” So what are the different paths towards commercially available self-driving cars?

Technical Review 186

Technical Review Software Review Business Model Developer 186

Agile VC

APRIL 30, 2019

All three have different business models… SaaS, media/ad, and consumer transactional. All three are impressive and valuable businesses in their own right. And Zoom has become the most valuable of the three in terms of market cap though daily fluctuations put it and Lyft fairly close ($16B+).

IPO 100

IPO B2B B2C Institutional Investors 100

Agile VC

NOVEMBER 6, 2013

The emergence of mobile platforms has broadened the array of internet-enabled businesses somewhat, and overall it obviously marks a massive shift in computing platforms. But at its base level, ubiquitous computing or “mobile” hasn’t actually changed that much from the desktop web when it comes to fundamental business models.

IPO 194

IPO Aggregator B2B Internet 194

Agile VC

MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Market Cap. might have a market cap of $150B+. ARPUs/year.

Lock-up Period 100

Lock-up Period Retention Azure .Net 100

Agile VC

AUGUST 1, 2012

About 6-12 months ago you could hardly throw a rock in the startup ecosystem without hitting a VC expressing their enthusiasm for “mobile” Now the frenzy about mobile has extended into the mass media and public equity markets, though with trepidation as often as excitement.

Mobile 160

Mobile Advertising Bandwidth Web 160

Agile VC

MAY 22, 2014

Tmall (storefronts for larger, branded merchants like Nike, Gap, etc.) –> While Tmall is frequently compared to Amazon.com, it’s business model is totally different. This is pretty different from eBay, which generates some revenue from ads & marketing services, but the vast majority (80%) from transaction fees.

China 159

China Revenue Flash Affiliate 159