Agile VC

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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

Cumulative customers (unique buyers of Groupons): 15.8M (Q1 2011), 9.0M (2010), 0.4M (2009). 3) Groupon’s Business is Like An ATM: Groupon is currently unprofitable on a GAAP basis thanks to acquisition related expenses in 2010 as well as ongoing marketing spend to acquire customers. in net revenue and passes $0.58

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Slack S-1: Will APRU Drive Long Term Value?

Agile VC

Below the headline figures you can see that a key driver of revenue growth is “expansion” revenue of existing customers spending more each year with Slack. in MRR in 2019 from existing customers for every $1.00 in MRR from customers at the end of 2018. next 3–5yrs at least, barring massive changes in customer behavior).

Retention 100
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The Consumerization of Business Software ? AGILEVC

Agile VC

There’s a couple different forces I see at work: 1) Selling & Customer Acquisition - In the last 5 years, the biggest force in business software was the impact of the cloud as an infrastructure layer and product/service delivery mechanism. The lessons learned from consumer Web 2.0

Software 100
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Revenue = Product Market Fit

Agile VC

Business facing companies typically provide software or an online service for which their customers pay a fee. Potential customers’ willingness to pay will help you segment your target market (by customer size, vertical, geography, etc) more effectively than simply “researching” your market in abstract.

Revenue 234
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Lyft S-1: Kicking Off the Decacorn Bonanza of 2019

Agile VC

Early on, one of the key questions for all ride sharing companies was the breadth & depth of usage by their customers. If you look at the yearly cohort level though, you do see a pattern where on average people use Lyft more frequently the longer they are a customer. Analysis of Lyft S-1 Cohort Data.

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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

Mostly smartphones + restaurateurs attitude towards viewing the internet as a customer acquisition tool. [link] Terence Donnelly. then we integrate loyalty programs, CRM, etc., to personalize and enrich the experience. Btw, here’s our startup [link] We are bringing yield management to the restaurant industry. A lot has changed.

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Friday Funism – “Favorite Future”

Agile VC

One founder I work with talks about building a “100 year company” by which this person generally means a company that not only helps its customers on a daily basis but has a broader societal impact over a very long time.