Agile VC

APRIL 17, 2011

Kayak Software Corporation. Distribution revenue is CPC and CPA. . Historically more revenue came from distribution/lead-gen (57% in 2007), but this tipped in 2008 though appears to be steady from 2009 to 2010 at about 58% advertising and 42% distribution. Kayak generates both distribution (i.e.

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

SEPTEMBER 16, 2014

He had a clear vision of what he hoped to achieve with GrabCAD… to make collaborative CAD design easier in our connected world, where CAD engineers and product designers are more distributed. The distributed design & manufacturing revolution is still in its early innings. And thanks to Hardi I got to meet the President of Estonia.

Boston 154

Boston Acquisition Estonia Viral 154

Agile VC

NOVEMBER 6, 2013

Again there’s three fundamental ways to make money in consumer-facing internet businesses: you can sell people stuff in a physical realm (e-commerce), you can indirectly monetize consumer attention (media or ad-based), or you can provide online software & services that consumers pay for (premium services).

IPO 194

IPO Aggregator B2B Internet 194

Agile VC

MAY 23, 2012

We now only think about “electricity” companies in the narrowest of senses… the small number of businesses (relative to the overall impact of electricity in the economy) that are actually in the business of generating and distributing electrical current. It means that for quite a while (e.g.

Internet 182

Internet Silicon Valley IPO Seed Stage 182

Agile VC

JANUARY 13, 2016

Potential for instant global distribution (mobile app stores, Facebook, etc). A pure software company might have 80-90%+ gross profit margins, but a commerce company might at best be 30-50% and service marketplaces might be far lower when measured on a gross revenue / GMV basis.

Technical Review 157

Technical Review .Net Revenue Software Review 157

Agile VC

JULY 11, 2012

How do you deal with a severely uneven distribution of investment success between individuals or groups of partners? There are a number of VC firms that had extraordinary success in enterprise software, telecom equipment, and semiconductors in the 1990s.

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240