Agile VC

OCTOBER 27, 2011

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

Software B2B Silicon Valley Acquisition 100

Agile VC

FEBRUARY 5, 2014

This is especially true for those with a media / ad based business model (e.g. Business facing companies typically provide software or an online service for which their customers pay a fee. Some potential customers won’t take your product seriously unless you’re charging for it.

Revenue 234

Revenue Product B2B Marketing 234

Agile VC

AUGUST 1, 2012

About 6-12 months ago you could hardly throw a rock in the startup ecosystem without hitting a VC expressing their enthusiasm for “mobile” Now the frenzy about mobile has extended into the mass media and public equity markets, though with trepidation as often as excitement.

Mobile 160

Mobile Advertising Bandwidth Web 160

Agile VC

MARCH 8, 2012

The secondary wave of VC-backed IPOs has also come to fruition… both consumer facing (Yelp, Demand Media, Pandora, Carbonite, HomeAway, Angie’s List, et al) and B2B (Jive Software, Brightcove, Imperva, Responsys, etc). The pipeline of companies in registration has continued to grow.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

FEBRUARY 2, 2012

Facebook admits as much that the ad business, which again accounts for the vast majority of revenues (85%), has seasonality in line with the media industry generally with a strong Q4 and weak Q1. In fact Facebook’s ad revenue dropped in absolute terms slightly (about -3%) from Q4 2010 to Q1 2011. That’s the capex (e.g.

IPO 100

IPO South Korea Venezuela Revenue 100