Both Sides of the Table

MAY 23, 2012

Many observers of the venture capital industry have questioned whether its best days are behind it. Looking ahead at the next decade I am excited by what I believe will be viewed as one of the best and most rational investment periods for venture capital due to seven discrete factors: 1. This never existed a decade ago.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

VC Cafe

JANUARY 24, 2023

Putting gaming in context in 2023 While 2022 was the first year that saw mobile gaming revenue shrink by 5%, the number of downloads was overall up and session times remained the same, as I mentioned in my post on the state of Israeli gaming in 2023. In the current market conditions, where growth is hard to find, this is very attractive.

Generative AI 103

Generative AI San Francisco Technical Review Europe 103

BeyondVC

APRIL 4, 2018

Couple that with Mulesoft being bought for 21x TTM revenue ( see Tomasz Tunguz analysis ) at $6.5 We are at the beginning stages of one of the biggest IT shifts in history as legacy workloads in the enterprise continue to move to a cloud-native architecture. Rise of multi-cloud. radically enhancing innovation.”.

Cloud 60

Cloud Agile Architecture Azure 60

Cracking the Code

NOVEMBER 10, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Unveilling of the Bessemers 10 laws of Cloud Computing and SaaS - Winter 2010 Release. The Cloud computing stack is currently defined by three levels: SaaS, PaaS, and IaaS. Tuesday, November 10, 2009.

Software Review 48

Software Review Cloud Technical Review Sales Cycle 48

Cracking the Code

FEBRUARY 23, 2011

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. It would have been easy to explain the difference by changes in the 2010/2011 revenue growth projections but unfortunately that is not the case. revenues while large caps are trading at 6.4x. What happened?

Software Review 101

Software Review Technical Review Valuation Europe 101

BeyondVC

JANUARY 3, 2019

will be a great fit with the Salesforce marketing cloud. Natalie Diggins (Neustar, ex-VP Cloud Platform/DevOps), Francesca Krihely (MongoDB, Dir. While the cloud wars, AI, automation, and digital transformation dominated the enterprise headlines in 2018, we have to remember that we are still early in the cycle.

Stealth 79

Stealth Advisory Board Cloud Virginia 79

Steve Blank

NOVEMBER 13, 2012

The book has been shepherded and edited by a great Japanese VC at Mitsui Sumitomo Insurance Venture Capital, Takashi Tsutsumi, with help from Masato Iino. Maysee now enjoys hockey stick revenue growth. The Japanese edition of The Startup Owner’s Manual hit the bookstores in Japan this week. ————-.

Japan 292

Japan Customer Development Developer Customer 292

Both Sides of the Table

JANUARY 6, 2014

When you first start your company and raise initial venture capital your board probably consists of 1-3 founders and 1-2 VCs. Brett was formerly SVP of the Marketing Cloud at Salesforce with an enormous organization of sales, marketing, implementation, sales engineers, etc. In the Early Days. We realized we needed help.

Technical Review 325

Technical Review Early Stage Software Review Los Angeles 325

Cracking the Code

MARCH 12, 2010

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. As we are entering a new year, I thought it would be interesting to publish every quarter an update on the state of the 13 public SaaS/Cloud companies in the Index. Cloud Computing. (1). Venture Capital. (3).

Software Review 63

Software Review Technical Review Cloud Forecast 63

This is going to be BIG.

FEBRUARY 26, 2010

Your results, thanks to our high performance compute cloud should be available within an hour. DNAnexus ( www.dnanexus.com ) is pioneering the combination of cloud computing and whole-genome DNA sequence analysis. Our revenues have increased every quarter for the past two years. We have a deep technology stack.

San Francisco 92

San Francisco CTO Hire Developer EC2 92

Cracking the Code

DECEMBER 1, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cloudonomics and 2010 Planning for your SaaS and Cloud Computing business. Labels: Cloud Computing , SaaS , sales and marketing. Cloud Computing. (1). Venture Capital. (3). at 12:41 PM.

Software Review 48

Software Review Technical Review Cloud Europe 48

Scalable Startup

JULY 20, 2013

These are now done either transparently in the background, in the cloud, or done using minimally invasive mobile apps. The software just doesn’t leave it’s cloud hosts anymore. cloud computing, laptops HTML5 and many more innovations to finally reach the moment we’re in now. . >

Mobile 22

Mobile Hawaii Angel Investor Early Stage 22

Cracking the Code

OCTOBER 9, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. This strong recovery has highlighted the resiliency of the recurring revenue model in a downturn as well as the stength of the shift to soaftware-as-a-service and cloud computing. Cloud Computing. (1).

Software Review 48

Software Review Technical Review Cloud Europe 48

Cracking the Code

NOVEMBER 10, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Cloud Computing. (1). Venture Capital. (3). Unveilling of the Bessemer's 10 laws of Cloud Comp. Explore Venture Capital. Tuesday, November 10, 2009. anecdotes. (13). internet.

Software Review 48

Software Review Technical Review IPO Cloud 48

Startup Professionals Musings

JANUARY 22, 2020

Angels are actually serious investors who invest their own money, versus venture capitalists who invest institutional money, or regular people who invest in crowdfunding. Thus they don’t live or fly above the clouds. Decisions are based on the startup team vs the product.

Angel Investor 322

Angel Investor Valuation Syndicate Syndication 322

BeyondVC

JULY 31, 2008

Venture Capital firms continue to invest in companies that are providing answers to key disruptive market forces and are exiting those investments via M&A. We are continuing to move to a broadband connected world, where everything that we do on a device increasingly lives in the cloud. The Jordan, Edmiston Group, Inc.

Jordan 60

Jordan Exit Strategy IPO Semantic 60

Seeing Both Sides

JULY 21, 2014

As a result, the full revenue for each deal was recognized in that quarter as soon as the software was shipped. This allowed our revenue to skyrocket from $1.8 But the downside to our business model was that we did not have hardly any recurring revenue. . I later came to realize that r ecurring revenue is magic.

Revenue 54

Revenue Valuation Churn Rate Portfolio 54

Steve Blank

JUNE 15, 2011

In the case of this bubble, it was social networks, consumer and mobile applications, and the cloud. Long before others, they saw that these applications could have hundreds of millions of users with “off the chart&# revenue and profits. Filed under: Venture Capital.

Silicon Valley 327

Silicon Valley Stealth Valuation Mississippi 327

Steve Blank

JUNE 17, 2011

Smart Money are prescient angel investors and Venture Capitalists who started investing in social networks, consumer and mobile applications and the cloud 3, 4 or 5 years ago. Do the new wave of social/web/mobile/cloud companies going public have valuations which exceeds their fundamental value by a large margin?

Investment Bankers 310

Investment Bankers Stock Valuation Venture Capital 310

Cracking the Code

MAY 24, 2021

The answer is the cloud. As cloud computing and applications have become more prevalent in every size and type of company, configuring these applications remains a pain point that business operations and IT departments know all too well. You might well ask: why is this more of a problem today than it was a few years ago? Enter Salto.

Cloud 62

Cloud API Software Engineering Software 62

Cracking the Code

OCTOBER 1, 2020

It took us longer to get into revenue, but the freemium was a real accelerator for us. To some extent, we could argue that if you had set up a free trial, you could have gotten into revenue much sooner than you actually did. A year in, we had great usage and no revenue. I see a lot of early-stage companies struggling with this.

Early Stage 62

Early Stage Open Source Development Team Review Security 62

Both Sides of the Table

MAY 4, 2010

We discussed whether investing in the second largest player in a category makes sense given that Groupon is 10x the revenue, 3.5x But LivingSocial is reportedly doing around $180,000 per day in gross revenue. If this figure is accurate – it’s certainly a very large business even when you look at net revenues.

IPO 236

IPO .Net Venture Capital Strategic Investors 236

crowdSPRING Blog

NOVEMBER 30, 2012

Want Venture Capital Funding? Venture-Backed Commerce Sites Banking on TV Ads to Lure in Audiences | AllThingsD – [link]. Red All Over: Newspaper Revenues Fall In Q3 – [link]. 20 Creative Business Card Designs | Pixel Clouds – [link]. What’s the secret to a great team?

Social Media 100

Social Media Small Business Central African Republic Design 100

Cracking the Code

JANUARY 22, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. While it may make sense to offer very slight adjustments for favorable payment terms and one time revenue, net additions to MRR should dominate the sales rep’s thoughts. Cracking The Code. Cindy said.

Software Review 91

Software Review Clawback Sales Salary 91

Steve Blank

JUNE 23, 2016

Intel under their last two CEOs delivered more revenue and profit than any ever before. Their most profitable segment is very high-end processors used in data centers in servers and the cloud. Risk capital has provided financing for new ideas in the form of startups. They knew how to execute the current business model.

Architecture 227

Architecture IRR Balance Sheet Liquidity Event 227

Both Sides of the Table

JUNE 18, 2010

What a pleasure that I got to spend an hour talking with both Om Malik (whom I’ve always respected his views) and Paul Jozefak , a venture capital partner at Neuhaus Partners in Germany (and formerly the head of Europe for SAP Ventures). 406 Ventures. Offers cloud-based web analytics software provider.

Venture Capital 225

Venture Capital Non-Compete Vertical Europe 225

VC Cafe

JULY 26, 2020

“After the crash, venture capital was scarce to non-existent. In a capital scarce environment following the Dot Com crash, startups needed to do more with less and survive long enough to generate revenue. Most of the funds that started in the late part of the boom would be underwater).

Lean 214

Lean Seed Capital Startup Burn Rate 214

Cracking the Code

FEBRUARY 25, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. As I was building the spreadsheet, I also included the revenue multiples for this set of companies, both for the trailing 12-month (TTM) and the forward 12-month (FTM). Cloud Computing. (1). Venture Capital.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

Genuine VC

JANUARY 3, 2013

Look back to the reasons why there was a Cambrian explosion of seed funding in the first place – a dramatic reduction in the initial capital requirements to launch a new company because of cloud hosting infrastructure, social graph distribution platforms, open source and low-cost development tools/methods, etc.

Seed Stage 166

Seed Stage Venture Capital Audience New York 166

Cracking the Code

NOVEMBER 13, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. It is time to fix your key SaaS metrics: P&L: MRR = MRE: you control your destiny when your monthly revenue equals your monthly expenses Sales & Marketing: Your cost of capital doubled, so if a CAC ratio > 0.5

Software Review 48

Software Review Technical Review Valuation Portfolio 48

Austin Startup

JULY 7, 2011

BlackLocus, the leading cloud provider of automated pricing optimization and revenue management solutions for online retailers, today announced it has raised a $2.5 million Series A round of venture capital financing. They are hiring in Austin, seeking office space, and moving significant operations here.

Operations 84

Operations Austin Texas Venture Capital 84

VC Cafe

SEPTEMBER 22, 2022

“The Centaur is a business that reaches $100 million of annual recurring revenue (ARR)—a rare breed of cloud business, part of an elite subset of the growing unicorn herd.” The term ‘Centaur’, coined by venture capital firm Bessemer, indicates companies that achieved $100M in annual recurring revenue (ARR).

Software Review 109

Software Review B2C Open Source 109

Altgate

SEPTEMBER 16, 2010

But did you know that founder Markus Frind has just 3 employees for his $10MM+ revenue business? The servers are in the cloud, his advertising sales is with Google, etc. Unfortunately they will be very expensive (30-50% or more of gross revenue). He basically outsources everything. PR/Marketing.

Software Review 65

Software Review Offshore Startup Boston 65

Up and Running

SEPTEMBER 13, 2017

Our Chief Revenue Officer Eric Sager, who joined the company in 2016, was head of sales at Square, the successful mobile payments company. Ido Lustig, our Chief Risk Officer, was a senior manager at PayPal, while Ana Sirbu, who is now our Vice President for Finance and Capital Markets, was a senior investor at Google Capital.

California 143

California Small Business Finance Cofounder 143

VC Cafe

JUNE 10, 2022

For the past few week I’ve been sharing here the impact of the current downturn that started in the public markets on startups and venture capital. Dealroom shared very interesting data in the “ State of VC in 2022 ” on the slow down in Venture Capital activity in Q2 2022, particularly in the growth stage.

Valuation 151

Valuation Marketing Venture Capital 151

VC Cafe

NOVEMBER 25, 2019

More than investment, entertainment is one of the largest industries in the world in revenue terms, projected to reach $2.5 And last year alone Audible generated $1 billion in revenue for Amazon. . trillion by 2022 ( Statista ). Looking at this broadly defined world, one might wonder how some of these categories are connected.

Vertical 113

Vertical Artificial Inteligence Distribution IPO 113

Both Sides of the Table

JUNE 29, 2011

Yesterday I wrote Part 1 of the series on the changes to the software industry over the past decade that has led to changes in the venture capital industry itself. Open cloud led by Amazon with their AWS services drove total operating costs down by 90%. This led to an explosion in startups. They should start “lean.&#

Venture Capital 296

Venture Capital Software LP Early Stage 296