Agile VC

MAY 22, 2014

What we can glean from the S-1 is a qualitative understanding of the monetization of each marketplace, as well as a clearer understanding of revenue from the wholesale part of Alibaba (Alibaba.com/1688) vs the retail parts (Taobao, Tmall, Juhuasuan) and how much comes from China vs non-China (<10% of revenue is non-China).

China 159

China Revenue Flash Affiliate 159

Agile VC

MARCH 18, 2012

Most mass market usage of Twitter is by and for the media and celebrities. Those of us in the tech ecosystem think of and use Twitter in slightly different ways, but the mass market usage of the product is consumers seeking exposure to news, celebrities, and sports stars. It’s probably not a huge market though.

Media 113

Media Advertising Silicon Valley Revenue 113

Agile VC

FEBRUARY 2, 2012

But it’ll be interesting to see how public market investors react when Facebook files an amended S-1 pre-IPO with Q1 2012 numbers, particularly if there’s similar Q1 slowdown in ad revenue. Again, let me be perfectly clear… Facebook’s revenues are still growing very robustly, even the advertising business.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

NOVEMBER 13, 2012

At Risk – Usually starts with a firm beginning to see challenges in large portions of its portfolio, or in keeping the partnership together, or in the viability of the firm’s core strategy as broader markets start to shift (e.g. there’s a heck of a lot fewer pure-play cleantech VCs today than 5 years ago).

LP 154

LP Portfolio Venture Capital IRR 154

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. Just How Big Is Alibaba?

China 187

China B2B Flash IPO 187