Remove Cloud Remove Metrics Remove Technical Review Remove Valuation
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Spectacles and $SNAP’s $20B Valuation

Austin Startup

In order to achieve 20x growth, Snap needs grow both of those metrics 4–5x. In summary: Snap’s current business doesn’t justify a $20B valuation. How can one justify a $20B valuation for Snap? The product that could most likely justify Snap’s $20B valuation is Spectacles. Let’s look at each figure. That’s it.

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How is the VC Asset Class Doing?

View from Seed

At the time, I spent most of my time describing the metrics themselves and how VCs and their LPs evaluate performance based on these measurements. If you aren’t familiar with these metrics, I recommend reading the original post to get a sense of the numbers that I’ll be reviewing here. So, is this good or bad?

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How Private Equity and Venture Capital Investors Are Eating Their Own Dogfood

David Teten

VCs tout themselves as frontier technology investors, but most are using the same infrastructure tools they have used for the past 20+ years: Excel and recent college grads searching Google. We’ve seen some modest progress in people upgrading from Excel to Google Sheets; use of some CRM; and a cloud-based storage service.

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Cracking The Code: In search of Europe's next tech stars.

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. In search of Europes next tech stars. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Cloud Computing. (1). In search of Europe's next tech stars.

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How does someone get a meeting with angel investor David S. Rose?

Gust

So even if my own mother asked me to meet with you, and you were pitching me a biotech opportunity for a $10 million investment at a $90 million valuation, I might take the meeting, but it wouldn’t be particularly useful for either of us. Now comes the really tricky part: getting me to review all that stuff you just neatly uploaded.

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Seed Stage Firms are Dead, Long Live Micro VCs

Genuine VC

Of course CapEx has been transformed into OpEx via changes in the tech infrastructure layer (open source, virtualization & cloud computing, offshoring, etc.). All of these above changes aren’t just due to market inefficiencies (like the supply side), but are truly marked changed that are intensifying.

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Cracking The Code: SaaS Multiples: Recovery or Bubble?

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. In comparison, the overall technology sector growth was projected at 9-10% in early 2010 and this forecast did not change significantly today. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). What happened?