Agile VC

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

Kayak was started here in my backyard of Boston… co-founder & CTO Paul English and the product/engineering team is based here in Concord MA. Co-founder & CEO Steve Hafner and the business team are based in Norwalk, CT. Financial Snapshot: 2010 Revenue: $170 million. Distribution revenue is CPC and CPA. .

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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

Even for those who don’t care to dive into the numbers, it’s worth a quick glance because co-founder/CEO Andrew Mason wrote a letter which forms the preamble of the full document. How They Make Money: Groupon keeps a share of the coupon value (typically 40-50%) as its net revenue (1). in net revenue and passes $0.58

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Slack S-1: Will APRU Drive Long Term Value?

Agile VC

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Slack’s net dollar retention rate is an incredibly impressive 143%. So Slack generated $1.43

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Facebook Paid

Agile VC

There are so many remarkable aspects of this event… from the sheer size, to founder Jan Koum’s personal story, to the way it caught most people by surprise, to Sequoia’s stunning return (more on that below). With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp.

Valuation 159
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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

Many assume it was a cakewalk, based on the success LinkedIn has enjoyed over time and the current stature of our founder/CEO Reid Hoffman (now Chairman). Yes… he was a very successful PayPal exec and previously co-founder & VP Product of SocialNet. But keep in mind at this point Reid’s a first-time CEO. Thanks Lee.

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Facebook Paid

Agile VC

There are so many remarkable aspects of this event… from the sheer size, to founder Jan Koum’s personal story, to the way it caught most people by surprise, to Sequoia’s stunning return (more on that below). With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp.

Valuation 127
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Not Everyone Is “Killing” It: How & When to Admit It

Agile VC

A population of founders, employees, investors, advisors, and others all aligned in trying to build large disruptive businesses is naturally prone to lofty, even over-the-top language. And when and how should founders communicate challenges with their employees, investors, or other stakeholders? How can we put things into context?

Cofounder 188