Cracking the Code

NOVEMBER 10, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Software as a Service (SaaS), the most mature of these segments, is comprised of end user applications like Salesforce.com. Forget everything you learned about software channels. Build Employee Software.

Software Review 48

Software Review Cloud Technical Review Sales Cycle 48

The Equity Kicker

MAY 22, 2012

As most of you will know, the enablers are cloud computing and open source software. 70 master databases. Instagram had similar efficiencies , and we will see more and more startups aspire to and beat these benchmarks and try to emulate Instagram’s $1bn exit or Pinterest’s $1.5bn valuation. They have 275 EC2 instances.

EC2 138

EC2 Database Open Source Valuation 138

Scalable Startup

AUGUST 26, 2014

As further market proof of the power of Drupal in the enterprise, Acquia has received about $100 million in funding in the past 3 months, which puts its valuation at over $1 billion. There’s a lot of buzz about the Amazon acquisition of TWITCH this week. Acquia, Inc. Drupal was launched in 2001, and Acquia started in 2007.

Founder 42

Founder Los Angeles PHP Open Source 42

help.bplans.com

SEPTEMBER 24, 2011

Business Plan Software. Sales and Marketing Software. UK Business Plan Software. More Business Software. I have given him the document that your software has produced (I’m not done with it yet) and he has proposed the following compensation plan. Business Plan Software. Marketing Plan Software.

Software Review 41

Software Review Equity RSS Business Plan 41

David Teten

DECEMBER 3, 2019

I use another live Google doc to maintain my database of companies I’m marketing to other VCs. For more rigorous, bottoms-up sizing exercises I suggest tools such as Statista and the United States Census Bureau (also their North American Industry Classification System database) to help identify more specific data. 7) Negotiate .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Software By Rob

FEBRUARY 28, 2012

Stabilization involved moving all code and the 250GB database to a new server to ensure high uptime and improve performance. If you can go over the valuation methods each side used, that would be very helpful to know, even if you don’t share the cash figures involved. Plug the marketing funnel. Spread the word. Stabilization.

Acquisition 53

Acquisition Software Review Technical Review NDA 53

Up and Running

APRIL 11, 2016

When asked how he figured out who his target market was, he responded, “I looked at the volume of sales in my city, from the property valuation administrator, and then looked for the ‘sweet spot.’ When it comes to technology, great Customer Relationship Management software seems to be the real estate agent’s prized possession.

Reputation 60

Reputation Cofounder Naming Business Plan 60

Ben's Blog

MARCH 24, 2011

As we do so, keep in mind that the relevant bubble statistic is not valuation. High valuations are fine if the underlying value is there. In the great bubble of 1998-2000, the boom in public valuations mirrored the boom in private valuations. If too much venture capital hits the streets, valuations will bubble up.

Technical Review 78

Technical Review Venture Capital Valuation Database 78

VC Cafe

SEPTEMBER 22, 2022

But becoming a Unicorn, or receiving a billion dollar valuation is no longer an indication of growth. “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.” ” Bessemer.

Software Review 109

Software Review B2C Open Source 109

David Teten

DECEMBER 12, 2017

As a globally focused LP in early stage VC funds, we at Blue Future Partners have observed a growing trend of firms investing substantially in software tools, whether developing proprietary solutions or adopting off the shelf tools. But what tools are they using themselves to automate their own processes?

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

YoungUpstarts

MARCH 11, 2019

Instead of getting too technical, here’s the easiest way to think about cryptocurrencies: A cryptocurrency is basically money on software platforms. It’s important to keep in mind that the teams/companies that are behind these cryptocurrencies are not only creating a new form of currency, but a new software platform.

Stock 127

Stock Database Software Valuation 127

Both Sides of the Table

APRIL 3, 2010

Third, he notes that even if they do invest they’re likely to do so at a lower price because you can’t truly get an independent valuation. We had to buy expensive Sun servers, Oracle databases, Unix licenses and build complex software. .&# This is true and does happen. I’m sure this happens, too.

Venture Capital 265

Venture Capital Term Sheet Early Stage Silicon Valley 265

The Equity Kicker

AUGUST 8, 2017

To do that they must pass valuation milestones. conversational interfaces to FAQ databases can improve customer service). We talked through numerous real and hypothetical examples and got confident that when we make Applied AI investments they will be able to raise their next rounds at a good step up in valuation.

Artificial Inteligence 78

Artificial Inteligence eCommerce Early Stage Algorithm 78

www.paulgraham.com

OCTOBER 23, 2010

They all use the same simple-minded model.They seem to have approached the problem by thinking about how todo database matches instead of how dating works in the real world.An I wanted to work in the pure, intellectual world of software, not deal with customers mundane problems. Andyet theres a lot of money at stake. Thats nonsense.

Startup 105

Startup Cofounder Software Stock 105

David Teten

MARCH 18, 2021

125 theses so far submitted by investors into the OpenVC database. Valuation: $1M – $3M. Foundry Group, investing primarily in “ Software and Internet ”, follows six major themes, e.g., Human Computer Interaction (HCI) or Distribution. Software is by far the most sought-after class, with 94% of VCs investing in it.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78

techcrunch.com

FEBRUARY 19, 2010

According to VCs, there’s been a 65% decrease in up-rounds (where a company gets a bigger valuation) in the last six months and more than 60% of those polled expect a longer wait for an exit. And investors said they intend to invest more in cleantech than software going forward. A lot of the stats weren’t surprising.

Venture Capital 62

Venture Capital Technical Review Sweat Equity Valuation 62

Steve Blank

AUGUST 19, 2013

And while the vast majority of Life Science exits remain below $125M, other sectors have seen exit valuations soar. While the time, expense and difficulty to exit has soared in Life Sciences, all three critical factors have been cut by orders of magnitude in other investment sectors such as internet or social-local-mobile.

Venture Capital 301

Venture Capital Startup Lean Philadelphia 301

Austin Startup

DECEMBER 10, 2017

The original business plan was to harvest tumors, collect genomic tests on them, use a smart database system to match their disease profiles and all annotated data against known trials and therapies, and return the results to the treatment team at the bedside. The core of this turned out to be 1.8M

Georgia 48

Georgia Startup Incubator Harvest 48

steveblank.com

JULY 8, 2011

Simple editing. signup, upgrade, trial pricing Zuora – online subscription management FeeFighters – find the cheapest credit card processors HealPay – Collections made easy Customer Support Tender – support, knowledgebase tool for your site GetSatisfaction - conversations between companies / customers.

Software Review 110

Software Review Startup Silicon Valley Analytics 110

www.vccafe.com

MARCH 11, 2013

From premium paid subscription databases to free tools showcasing new startups and startup maps, The Ultimate Startup Intelligence Tools List is guaranteed to help you get your research done. Plus, their javascript Library is real time so you get notifications on any database update. Need a database/back end solution?

Software Review 53

Software Review Technical Review Startup 53

pandodaily.com

NOVEMBER 29, 2012

Lastly, seed-stage entrepreneurs who have pushed for the maximum valuation possible haven’t done themselves any favors. Meanwhile, their seed investors aren’t particularly incentivized to get them a Series A that crams the previous valuation down. Why Oracle is not buying HP: It’s still about the software to Larry.

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93

Both Sides of the Table

FEBRUARY 12, 2017

(there’s a great story from Jonah in the video but you have to watch to hear it :)) But it’s undeniable that it has become a digital media powerhouse having raised around $500 million in capital with a valuation reported at $1.7 An obvious vector for me would be software for the media industry.

Media 210

Media Los Angeles Russia Viral 210