Agile VC

FEBRUARY 5, 2014

This is a logical thing to do… when we started LinkedIn, my mentor Reid Hoffman instilled a mantra of Growth –> Usage –> Revenue which still holds for many consumer companies. Arguably revenue is the best signal of product-market fit for B2B startups. But B2B startups need to take a different tack.

Revenue 234

Revenue Product B2B Marketing 234

Agile VC

JUNE 5, 2012

Apple and Facebook are both platforms , in the sense that their software and user networks are utilized by countless software developers to build their own businesses. billion to developers and Apple paid out something like $2B or so. Apple generated nearly $130B in revenue in 2011. June 5, 2012. In 2011 Facebook paid out $1.4

Java 170

Java Flash Software Azure 170

Agile VC

FEBRUARY 28, 2013

iCloud subscriptions) it’s about 6% of Apple’s revenue. To put that in perspective, all the chargers and other accessory stuff amounts to about 50% of the revenue Apple generates from content + software + services. If you add up all the content, software, and services (e.g. Some people think Apple should buy Netflix.

Hungary 168

Hungary Dividend Vertical Preferred Stock 168

Agile VC

MAY 26, 2011

I certainly bear no ill will to the various firms that ultimately passed on our fundraise… as a seed stage VC myself now I can appreciate how hard it is evaluating companies at the earliest stages of development. Consumer internet plays in Canada are rare, and finding a VC willing to give you the cash to scale is even more so.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

FEBRUARY 2, 2012

How They Make Money : Facebook’s primary revenue stream is of course selling advertising on Facebook.com, which in total accounts for 85% of revenue. The next chunk comes from Facebook’s platform, in essence “taxing” the revenues of app developers like Zynga, which represents 15% of revenue.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

AUGUST 14, 2012

What made SkyVu stand out was that they already had significant traction before seeking institutional funding (18M+ downloads, seven figure revenue, etc). The company isn’t simply a game developer, but is pushing the artistic and technical boundaries of what a “mobile” game experience can be.

Mobile 140

Mobile Angel Investor Networking Revenue 140

Agile VC

MARCH 18, 2012

Costolo clearly wants to position Twitter as a complementary part of the media ecosystem (which it is by and large) rather than a competitor, and there remains a chance that Twitter will have other forms of revenue besides ads. Here’s why: Virtually all of Twitter’s revenue comes from advertising.

Media 113

Media Advertising Silicon Valley Revenue 113