Remove Conversion Remove Distribution Remove Marketing Remove Pre-Money Valuation
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What Does the Post Crash VC Market Look Like?

Both Sides of the Table

We drew this conclusion after a meeting we had with Morgan Stanley where they showed us historical 15 & 20 year valuation trends and we all discussed what we thought this meant. But rest assured valuations get reset. When you look at how much median valuations were driven up in the past 5 years alone it’s bananas.

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

Last week ZipCar began trading and has a market cap of about $1 billion. Distribution revenue is CPC and CPA. . At the end of the day Kayak’s playing a key role in the online travel process, but it appears more of the revenue comes from filling top of the conversion funnel rather than the middle or bottom of it.

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State of VC 2.0

View from Seed

This post is inspired by some of the earliest conversations I have had with the team here at NextView and since the beginning of my VC journey. Will Quist did a great job of explaining this market rhetoric in this thread. So, on one hand, the market see ms like a total frenzy these days. Source: WaitButWhy.

Valuation 319
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State of VC 2.0

View from Seed

This post is inspired by some of the earliest conversations I have had with the team here at NextView and since the beginning of my VC journey. Will Quist did a great job of explaining this market rhetoric in this thread. So, on one hand, the market see ms like a total frenzy these days. Source: WaitButWhy.

Valuation 295
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State of VC 2.0

View from Seed

This post is inspired by some of the earliest conversations I have had with the team here at NextView and since the beginning of my VC journey. Will Quist did a great job of explaining this market rhetoric in this thread. So, on one hand, the market see ms like a total frenzy these days. Source: WaitButWhy.

Valuation 156
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How to Talk About Valuation When a VC Asks

Both Sides of the Table

One of the hardest things about the fund-raising process for entrepreneurs is that you’re trying to raise money from people who have “asymmetric information.” VC firms see thousands of deals and have a refined sense of how the market is valuing deals because they get price signals across all of these deals. Call this “price signaling.”

Valuation 324
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Term-sheets and Valuations: Thinking about Negotiations - Startups.

Tim Keane

Bottom Up Market Sizing » January 12, 2010. Term-sheets and Valuations: Thinking about Negotiations. Good investors use the valuation discussions to gauge the business savvy of the management team and to understand their ability to appreciate and deal with economic market forces that set values. times at six years.