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

Agile VC

MARCH 8, 2012

For SaaS or other recurring revenue businesses these figures might be on a bookings basis rather than GAAP revenue, but conceptually they’re similar. Bill Gurley’s post last year does a great job analyzing why some businesses are valued at 10x+ revenue and most aren’t. Zynga – 8x+ trailing revenue.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

JANUARY 21, 2015

But during the year 2000, we went through three different CEOs, fraud nearly killed the company, our revenue was negligible and unproven, and at our worst point, the company was burning well over $10 million a month — A MONTH! Today, PayPal is poised to become a very large standalone company again.

Cofounder 188

Cofounder Seed Stage Employee PR 188

Agile VC

MARCH 30, 2012

Some believe that there are “new” revenue models being created by consumer web companies, like virtual goods or “freemium” services. Their first revenue stream is simply inserting affiliate links to e-tailers into the pinboards that users create. Im a former Silicon Valley entrepreneur turned East Coast VC.

Business Model 113

Business Model Silicon Valley Advertising B2B 113

Agile VC

JANUARY 12, 2012

Even the best entrepreneurs often hear “no” from potential investors. As a result, we frequently spend time with entrepreneurs before they’ve started fundraising or while they’re still contemplating various pathways for funding their businesses. Im a former Silicon Valley entrepreneur turned East Coast VC.

Seed Stage 100

Seed Stage Silicon Valley Syndicate Syndication 100

Agile VC

JANUARY 27, 2012

Revenue ramp of Groupon and Zynga –> Kleiner famously said Zynga was the fastest growing company they’d ever invested in , no mean feat for the original backers of Google, Amazon, Netscape, etc, and Groupon might be the fastest ever startup to reach $1B in revenue. Read More ».

Hockey Stick 113

Hockey Stick Seed Stage Silicon Valley Syndicate 113

Agile VC

AUGUST 22, 2011

I have the great privilege of meeting lots of entrepreneurs every day and hearing about the startups they’re building. Even Amazon isn’t a platform… yes they have AWS but it accounts for <3% of their revenue and isn’t terribly profitable given the capex & opex currently going into growing it. Not Groupon.

Silicon Valley 113

Silicon Valley Seed Stage Startup Syndicate 113

Agile VC

FEBRUARY 7, 2012

A company that in time can generate $100M+ in revenue and have an enterprise value measured in the hundreds of millions or more (what some VCs refer to as a “venture scale” outcome). Im a former Silicon Valley entrepreneur turned East Coast VC. Simply put… startups that have golazo potential. Read More ».

South Korea 124

South Korea Seed Stage Silicon Valley Syndicate 124

Agile VC

JANUARY 21, 2015

But during the year 2000, we went through three different CEOs, fraud nearly killed the company, our revenue was negligible and unproven, and at our worst point, the company was burning well over $10 million a month — A MONTH! Today, PayPal is poised to become a very large standalone company again.

Cofounder 100

Cofounder Seed Stage Employee PR 100

Agile VC

JUNE 17, 2015

We were a profitable company at that point with nearly $200M annualized revenue, one of the first tech companies to IPO after the dot-com bubble. But the first real time we had a big celebration and folks felt like we’d “made it” was the party we held in the parking lot on February 14, 2002 when PayPal went public.

Startup 188

Startup Cofounder Seed Stage IPO 188

Agile VC

DECEMBER 5, 2011

Objective Logistics has created a game layer on top of very sophisticated scheduling algorithms which increase revenue, save time, and improve customer and staff satisfaction. Im a former Silicon Valley entrepreneur turned East Coast VC. Part lives in the cloud and part is embedded in point of sale (POS) software systems. Read More ».

Silicon Valley 100

Silicon Valley Seed Stage Syndicate Syndication 100

Agile VC

MAY 23, 2012

E-commerce accounts for the vast majority of LL Bean’s revenue today ( it crossed 50% in 2010 though was as low as 15% in 2000 ), but because LL Bean is over a hundred years old and started as catalog & physical store retailer we typically don’t refer to it as an internet company. link] aweissman. link] leehower. Read More ».

Internet 182

Internet Silicon Valley IPO Seed Stage 182

Agile VC

JUNE 17, 2015

We were a profitable company at that point with nearly $200M annualized revenue, one of the first tech companies to IPO after the dot-com bubble. But the first real time we had a big celebration and folks felt like we’d “made it” was the party we held in the parking lot on February 14, 2002 when PayPal went public.

Startup 100

Startup Cofounder Seed Stage IPO 100

Agile VC

APRIL 13, 2012

I think the long-tail (size in terms of market cap, revenue, employees etc – pick one doesn’t matter) is moving towards the city. Im a former Silicon Valley entrepreneur turned East Coast VC. link] leehower. Thanks Chris, good read and hadn’t seen it before. link] Matthew Tagg. Interesting article! Read More ».

Silicon Valley 185

Silicon Valley San Francisco San Jose Startup 185