Remove Distribution Remove Marketing Remove Portfolio Remove Revenue
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What Does the Post Crash VC Market Look Like?

Both Sides of the Table

Should SaaS companies trade at a 24x Enterprise Value (EV) to Next Twelve Month (NTM) Revenue multiple as they did in November 2021? This happens slowly because while public markets trade daily and prices then adjust instantly, private markets don’t get reset until follow-on financing rounds happen which can take 6–24 months.

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Marketing Analytics: Attribution Is Not Incrementality

Occam's Razor

One of the business side effects of the pandemic is that it has put a very sharp light on Marketing budgets. There is a sharper focus on Revenue/Profit. From there, it is a hop, skip, and a jump to, hey, am I getting all the credit I should for the Conversions being driven by my marketing tactics? AKA Incrementality!

Analytics 148
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Why a Company Can’t “Be More Like a Startup”

Steve Blank

Initially, a startup has no business model and no market share to defend. Its employees and investors don’t depend on an existing revenue stream. If they select a business model that targets industry incumbents, they don’t have to worry about upsetting existing customers, partners or distribution channels.

Startup 282
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Requests for Startups in 2024

VC Cafe

Technological Convergence – The global equity market value associated with disruptive innovation could increase to 60% by 2030. Digital Wallets – Digital wallets could grow select vertical software platforms’ revenues to $27-$50bn in 2030. trillion by 2030.

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Is the Lean Startup Dead?

Steve Blank

Reading the NY Times article “ Jeffrey Katzenberg Raises $1 Billion for Short-Form Video Venture, ” I realized it was time for a new startup heuristic: the amount of customer discovery and product-market fit you need to find is inversely proportional to the amount and availability of risk capital. ” Fire, Ready, Aim.

Lean 335
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What Do LPs Think of the Venture Capital Markets for 2016?

Both Sides of the Table

At the Upfront Summit in early February, we had a chance to have many off-the-record conversations with Limited Partners (LPs) who fund Venture Capital (VC) funds about their views of the market. However, they have been sending VCs far more investment checks in the last ten years than they’ve gotten back as distributions.

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Corporate Acquisitions of Startups: Why Do They Fail?

Steve Blank

The Innovation Portfolio. Companies manage these three types of innovation with an innovation portfolio – they build innovation internally, they buy it or they partner with resources outside their company. buy out an entire company for its revenue and profits. buy out an entire company for its revenue and profits.