Agile VC

MARCH 8, 2012

Tech IPOs Are Back – So Now What? Three of the five “blockbuster” tech IPOs I predicted have happened (LinkedIn, Groupon, Zynga) and the biggest of all (Facebook) has filed and will likely go public within the next 90 days. I see several dynamics at work in today’s IPO markets. March 8, 2012.

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IPO Silicon Valley Revenue Seed Stage 100

Agile VC

AUGUST 1, 2012

About 6-12 months ago you could hardly throw a rock in the startup ecosystem without hitting a VC expressing their enthusiasm for “mobile” Now the frenzy about mobile has extended into the mass media and public equity markets, though with trepidation as often as excitement. First the enthusiasm.

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Mobile Advertising Bandwidth Web 160

Steve Blank

JUNE 15, 2011

Today, the signs of the new bubble are the Linked-In initial public offering (IPO), Facebook’s stratospheric valuation and the rapid rise of early-stage startup valuation. In the case of this bubble, it was social networks, consumer and mobile applications, and the cloud. The Linked-in IPO valued the company at $8.9

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Silicon Valley Stealth Valuation Mississippi 327

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. They’ve grown from nothing to >$2B in revenue in 30 months time, making the company among the fastest growing businesses in the histroy of the world. Financial Snapshot: 2010 Revenue: $713M. in net revenue and passes $0.58

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North America Chicago Boston Silicon Valley 100

Agile VC

MAY 26, 2011

Google is still a private company (their IPO was Aug 2004). LinkedIn’s product had only been live for a couple months, we only had tens of thousands of registered users, and wouldn’t start generating revenue for more than a year after this point. is the leading consumer internet company with Terry Semel as CEO. Read More ».

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Term Sheet Silicon Valley Technical Review Social Network 178

Hearpreneur

SEPTEMBER 9, 2022

Over the years, despite massive losses, Netflix was able to bounce back and improve its revenue by 47%. Thanks to Keith Terrell, Backpacks Global ! #14- One of the top five largest IPOs in the world was done by the reformed General Motors in 2010, and the company generated a profit. Thanks to Jen Wan, Soteri Skin ! 14- Polaroid.

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Entrepreneur Bankruptcy Southern California South Africa 94

Both Sides of the Table

MAY 23, 2012

In an over-funding environment companies are encouraged to eschew revenues in a land grab to acquire eyeballs, clicks, page views or whatever other vanity metrics give VCs the false comfort that they’re sitting on a gold mine. IPO markets had burned an entire cycle of retail stock investors and many institutional investors to boot.

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Venture Capital Technical Review LP Mobile 347

VC Cafe

NOVEMBER 25, 2019

More than investment, entertainment is one of the largest industries in the world in revenue terms, projected to reach $2.5 And last year alone Audible generated $1 billion in revenue for Amazon. . Social usage is almost entirely spent on mobile. . trillion by 2022 ( Statista ). A Nielsen survey from 2018 shows that U.S

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Vertical Artificial Inteligence Distribution IPO 113

Both Sides of the Table

JULY 10, 2010

For entrepreneurs who want to learn about how to work with investment banks, how to position yourself to be acquired and what the IPO markets look like this is the episode to watch. You have to be selected to present and it is typically reserved for companies that have already raised early-stage capital and are well into revenue growth.

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IPO Venture Capital Private Placement Cofounder 242

abovethecrowd.com

JULY 10, 2014

For the market size, he states, “For my base case valuation, I’m going to assume that the primary market Uber is targeting is the global taxi and car-service market.” He then goes on to calculate a global estimate for the historical taxi and limousine market. The global market would obviously be much larger.

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San Francisco San Jose Marketing Technical Review 111

View from Seed

JANUARY 24, 2018

Pierre Valade, Co-Founder of Sunrise & Mobile Designer at Microsoft. Fareed Mosavat is the product lead for Upgrades and Expansion at Slack, focused on revenue growth for Slack’s small business customers. Pierre Valade, Co-Founder of Sunrise & Mobile Designer at Microsoft. Sara Wajnberg, SVP of Product at Oscar.

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Operations Cofounder Technical Review Angel Investor 176

Reid Hoffman

MARCH 19, 2019

And from a financial perspective, any investor would be better off buying stock in Amazon than buying and share of a corner bookshop; if you invested $100 in Amazon’s 1997 initial public offering (IPO), those shares would have been worth about $120,000 in 2018. It’s a great business. It still serves just 60 customers per day.

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Cofounder Business Model IPO Non-Compete 28

BeyondVC

JULY 5, 2004

Russell Beattie has a thorough post on Jamdat Mobile’s IPO filing. Just look at Jamdat’s numbers: $90k revenue in 2001 with a $5mm loss and $7mm revenue in Q1 2004 with $740k profit which is an annualized revenue runrate of $28mm-not too bad in a few years.

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IPO Mobile Distribution Revenue 60

Agile VC

JANUARY 13, 2016

Potential for instant global distribution (mobile app stores, Facebook, etc). It used to take 5-10 years for a great startup to go from $0 to $75-100M+ in annual revenue. Revenue is revenue, right? Both of these companies grew revenue at what was then unprecedented rates. and Groupon’s is $1.6B.

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Technical Review .Net Revenue Software Review 157

VC Cafe

APRIL 24, 2024

Early-Stage Deals Pick Up Steam In Q1 2024, $265 million was invested globally into early-stage gaming startup rounds. As this transmission plays out, it unlocks new revenue streams and increases the strategic value of gaming IP. This represents a 65% jump from Q4 2023 and a nearly 4x increase compared to the low point in Q3 last year.

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IP Artificial Inteligence Early Stage IPO 158

Hearpreneur

JANUARY 10, 2018

The global population has a great interest in social commerce, but user-to-user commerce on social media is illegal there. We look to fill this void while also rewarding customers for being a direct source of revenue. In short, Sagoon is a revenue sharing social commerce platform. or those who may settle in the U.S.

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DC Social Media India Asia 48

abovethecrowd.com

APRIL 17, 2013

With each hand, a small percentage of the pot is scraped off by the dealer, which in essence becomes the “revenue” for the casino. While casinos use the term “rake,” a plethora of interesting word choices exist which all describe the same thing – keeping a little bit of the revenue for the company that is running the service.

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Europe Social Network Technical Review IPO 101

Seeing Both Sides

APRIL 10, 2011

In May 1996, Open Market completed a successful IPO and more than doubled on the first day of trading, ending with a $1.2 million in revenue the year before. . The Internet bull market continued to run for four more years after the Open Market IPO, finally ending in the spring of 2000. This IPO and others like it (e.g.,

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IPO IRR Brazil Government 48

VC Cafe

DECEMBER 27, 2022

The conference took place during a challenging time for gaming startups: in the same week Playtika, the largest gaming employer in Israel, announced it was laying off 615 people globally, of which 180 are in Israel. billion in revenue in 2021, an 8x increase over a five year period, representing 5% of the global gaming revenue.

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Generative AI Cloud Acquisition 173

ConversionXL

JUNE 2, 2022

In 2020, smart home and building automation platform iRidium mobile wanted to land bigger clients and announce new products. How do you sustain growth that precedes the highest IPO in history for a software company? Results from Snowflake’s ABM efforts post-IPO. You’d be surprised what you can do with a $3,000 ABM budget.

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Marketing Campaign Artificial Inteligence Sales Cycle 105

Duct Tape Marketing

MAY 23, 2019

So my biggest project was launching a global drop-in coaching program. Jenny Blake: Yeah, and internal mobility is not always an easy nut to crack. The bottom line was we were sitting there now staring at 60% revenue loss or something overnight. I got a lot of experience capital from staying. Jenny Blake: Yeah, a few.

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Programming Finance Turkey Stock Options 63

Both Sides of the Table

MARCH 30, 2016

Many had started IPO’ing and we started to think about our future. Invoca was raising at the tail end of this market phenomenon at this time doing tens of millions in SaaS recurring revenue and growing at a nice clip. CMRR (contracted monthly recurring revenue) grow 100% y/y. forward sales with some as high as 12x sales.

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Balance Sheet Burn Rate Valuation Forecast 150

Cracking the Code

SEPTEMBER 19, 2017

12 cloud IPOs in the past 2 years: One from Europe SaaS companies are thriving in the public markets, with their aggregated market cap grew 350% since 2011, and 12 cloud companies going public in the past 24 months. billion in revenues (growing 39% year-on-year) and $25B of market cap. in SaaS companies globally.

Europe 83

Europe Cloud API 83

Agile VC

APRIL 13, 2012

And going even further back there have been a few random ones have been built before like Salesforce.com and e-tailer RedEnvelope (IPO’d in 2003 though now defunct as a company). If my memory serves me, <10% of our pre-IPO employees at PayPal lived in SF and literally 1 of the first 40-50 folks at LinkedIn were city-dwellers.

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Silicon Valley San Francisco San Jose Startup 185

Ben's Blog

AUGUST 31, 2020

IN THIS EDITION Fintech products ease more Americans into the stock market In defense of the IPO, and how to improve it What’s inside your (mobile) bank? The proof is seemingly obvious: IPOs are 50x oversubscribed! An IPO is far from perfect, but this narrative is almost completely false. Thanks for signing up.

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IPO Stock Software Review API 36

online.wsj.com

SEPTEMBER 23, 2012

If failure is defined as failing to see the projected return on investment—say, a specific revenue growth rate or date to break even on cash flow—then more than 95% of start-ups fail, based on Mr. Ghoshs research. Less than 1% are currently in IPO registration. Globaloney: Globalization Challenged. Youre Not Alone.

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Venture Capital Software Review Rhode Island North Dakota 107

Reid Hoffman

FEBRUARY 28, 2019

Today, Groupon is worth about 1/10th what it was on the day of its IPO, and revenues have been flat for years. This gives Google a major advantage in delivering relevant results and in maximizing advertising revenue. When merchants fled the platform, Groupon’s growth proved to be unprofitable and unsustainable.

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Startup North Dakota Acquisition Europe 28

Steve Blank

MAY 9, 2017

For life sciences it was the Genentech IPO in 1980 that proved to investors that life science startups could make them a ton of money. Today, we take for granted new mobile apps and consumer devices appearing seemingly overnight, reaching tens of millions of users – and just as quickly falling out of favor.

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Restful Silicon Valley Puerto Rico San Jose 222

pandodaily.com

NOVEMBER 29, 2012

Meanwhile, the rash of early liquidity and recent IPOs — unsatisfying as they were — gave liquidity to thousands of employees at large companies, and a subset of those made very real money. This time around, there has been an explosion at the early stages, and the very late pre-IPO growth stages. Open Sesame! (A

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Technical Review Silicon Valley Incubator Syria 93