VC Cafe

FEBRUARY 26, 2023

The company has grown rapidly and achieved a valuation of over $7 billion by delivering a product that is both intuitive and powerful. Israeli startup Checkmarx , which provides software security solutions, is an excellent example of a company that fulfills this trait.

Founder 88

Founder Cofounder Seed Stage Valuation 88

Startup Professionals Musings

AUGUST 25, 2017

This new culture builds on hobbyist technologies, extends the open-source inventory of hardware and software, and bridges the gap into real business solutions with other advantages, as follows: Shortens the time and cost from idea to prototype.

Technical Cofounder 153

Technical Cofounder Intellectual Property Wiki Cofounder 153

View from Seed

AUGUST 17, 2021

90% of the airtime around ownership and valuations is focused on what happens when the first check is written. Effective post money is the effective valuation of an investor’s dollars at any one time. Some folks in the audience jeered because I was young, inexperienced, and hadn’t been an investor when the internet bubble burst.

IRR 205

IRR Dilution Founder Portfolio 205

Both Sides of the Table

JUNE 30, 2011

This is the final part of a 3-part series on the major changes in the structure of the software & the venture capital industries. The opportunities for tech startups today are more immense than they’ve ever been with billions of people now connected to the Internet nearly all the time. I call this “stage drift.&#.

Venture Capital 289

Venture Capital Early Stage Valuation Angel Investor 289

ReadWriteStart

JUNE 1, 2020

Let’s take an example – In the case of an internet or app business, the user traction and market penetration is a must. Any custom manufactured IoT device would require software development as well as hardware customization. The bridge or exit stage is generally of very large transactions and for companies with substantial valuation.

Startup 150

Startup Entrepreneur Elevator Pitch Seed Stage 150

View from Seed

AUGUST 17, 2021

90% of the airtime around ownership and valuations is focused on what happens when the first check is written. Effective post money is the effective valuation of an investor’s dollars at any one time. Some folks in the audience jeered because I was young, inexperienced, and hadn’t been an investor when the internet bubble burst.

IRR 156

IRR Dilution Founder Portfolio 156

Gust

OCTOBER 16, 2012

This summer I conducted our third annual survey of the pre-money valuation of pre-revenue companies recently funded by angel groups in North America. Access to our 2010 and 2011 surveys can be found at 2011 Valuation Survey of North American Angel Investor Groups. Pre-revenue software, internet, mobile and telecom deals.

Angel Groups 169

Angel Groups Valuation Pre-Money Valuation North Dakota 169

Both Sides of the Table

JUNE 22, 2011

The fact that today’s Internet bubble does not represent all companies does not disprove its existence. Ah, but today’s Internet companies have real revenue! million pre-money valuation is now raising $1 million at a $12 million valuation the next investor has nowhere to go but up (or sit out the investment).

Saudi Arabia 309

Saudi Arabia Valuation IPO Technical Review 309

Startup Professionals Musings

SEPTEMBER 6, 2010

Once you have a potential investor excited about your team, your product, and your company, the investor will inevitably ask “What is your company’s valuation?” How much is NewCo worth to investors at this point (pre-money valuation)? This is the most concrete valuation element, usually called the asset approach.

Valuation 234

Valuation Pre-Money Valuation NPV Startup 234

Startup Professionals Musings

SEPTEMBER 20, 2021

They come at the early stage while a startup has no revenue or valuation, so professional investors are hard to find. New products emerge, as diverse as networked-art installations, Internet-of-Things innovations, and many other hybrid software-hardware solutions. Low-cost design and fabrication tools are extremely valuable.

Startup 397

Startup Cofounder Incubator Early Stage 397

Gust

NOVEMBER 18, 2012

Once you have a potential investor excited about your team, your product, and your company, the investor will inevitably ask “What is your company’s valuation?” How much is NewCo worth to investors at this point (pre-money valuation)? This is the most concrete valuation element, usually called the asset approach.

Valuation 187

Valuation Pre-Money Valuation NPV Intellectual Property 187

Version One Ventures

OCTOBER 15, 2020

Up until late August, Lightning Labs had capped the channel capacity and payment size for users of their popular implementation of the network to ~$2000 USD and ~$500 respectively to better protect user funds with experimental software. . > 14,000 public nodes . > > 36,000 public channels . > 3) Exchanges + HFTs.

Networking 168

Networking Global OTC Security 168

Steve Blank

MARCH 18, 2011

We’re now in the second Internet bubble. The signals are loud and clear : seed and late stage valuations are getting frothy and wacky, and hiring talent in Silicon Valley is the toughest it has been since the dot.com bubble. Software companies had to buy specialized computers and license expensive software. Carpe Diem.

Internet 334

Internet IPO Silicon Valley Agile 334

YoungUpstarts

JUNE 20, 2016

Before the advent of cloud technology and the Internet, company files had to be stored away in physical data rooms (PDRs). However, virtual data room software came as a huge relief to many companies because it reduced wastage of time and numerous expenses made to physically store data. percent between 2009 and 2014. Human Resources.

Software Review 100

Software Review Technical Review Due Diligence Security 100

View from Seed

AUGUST 17, 2021

90% of the airtime around ownership and valuations is focused on what happens when the first check is written. Effective post money is the effective valuation of an investor’s dollars at any one time. Some folks in the audience jeered because I was young, inexperienced, and hadn’t been an investor when the internet bubble burst.

IRR 136

IRR Dilution Founder Portfolio 136

VC Cafe

JANUARY 24, 2021

According to the Economist , video game internet traffic, including mobile games, has increased 75% in the U.S. It’s enough to see the rapid adoption of new social platforms from Signal in messaging to Clubhouse’s $1 billion valuation in less than a year. Consumer trends 2021 prediction bingo by Visual Capitalist.

Technical Review 207

Technical Review Audio Forecast Social Media 207

Startup Professionals Musings

MARCH 16, 2016

This term is currently applied to recent startups who profess a current valuation which exceeds $1 billion. Frothy startup valuations. But recent changes in the law, associated with the JOBS Act of 2012 , have made it possible to sell small chunks of ownership or equity to non-accredited investors -- regular people on the Internet.

Software Review 120

Software Review Sweat Equity Accredited Investor Angel Investor 120

Cracking the Code

FEBRUARY 23, 2011

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. and (2) their leadership position in multi-billion dollar markets will likely make them dominant players in the software landscape, even though they are still small today (SuccessFactors $2.5B internet. (6).

Software Review 101

Software Review Technical Review Valuation Europe 101

Steve Blank

MARCH 31, 2014

Just look at the disruptive challenges that businesses face today– globalization, China as a manufacturer, China as a consumer, the Internet, and a steady stream of new startups. Look at the valuations of companies like Tesla, Illumina, and Twitter. The stock market clearly values companies that can deliver disruptive innovation.

Private Equity 325

Private Equity Metrics China Intellectual Property 325

Ben's Blog

JUNE 18, 2011

If they have, then we should be able to see some evidence that the dominant public technology companies are moving towards bubble valuations. Apple’s valuation is now a case for business historians to discuss because I don’t think there are modern precedents. The internet is working. Software is eating the world.

Technical Review 76

Technical Review Software Review Valuation Internet 76

Cracking the Code

JANUARY 16, 2012

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Labels: Europe Consumer , internet. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. internet. (6). software. (10). Software 2.0: Older Post.

Software Review 95

Software Review Europe Technical Review Spain 95

Both Sides of the Table

APRIL 26, 2016

In an eCommerce or Internet Services business it is often the marketing costs (if purchased online) and in an enterprise software company it is often marketing plus enterprise sales reps. Enterprise software companies also should measure CAC even though it, too, is an imprecise science. The first input is CAC. That bit is easy.

Metrics 150

Metrics Cost Acquisition Startup 150

Cracking the Code

NOVEMBER 7, 2010

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. internet. (6). software. (10). Software 2.0: How the use of internet is transform.

Software Review 59

Software Review Technical Review Cloud Europe 59

Gust

OCTOBER 12, 2011

During the summer of 2010, I developed a workshop, A New ACEF Valuation Workshop for Angels and Entrepreneurs. To provide some reference points, I surveyed thirteen angels groups in North American to determine their recent experience in negotiating the pre-money valuation of pre-revenue companies. 2011 Angel Group Valuation Survey.

Angel Groups 125

Angel Groups Valuation Pre-Money Valuation St. Louis 125

Agile VC

SEPTEMBER 15, 2011

In the software an internet space a number of companies obviously had strong public offerings (LinkedIn, Yandex, Pandora, RenRen, et al). The very strongest companies can still likely get out if they really wanted, but may not command the valuations they hoped for in more bullish times. Startup IPO Market: A Fickle Mistress.

IPO 100

IPO Marketing Silicon Valley Technical Review 100

Up and Running

SEPTEMBER 10, 2014

Your dentist may want to invest in your new software, but she doesn’t know what SaaS is, and Software as a Service doesn’t help her, either. So, if you reference Software as a Service, you might want to add, “A piece of software you access through the internet and is paid for on a subscription basis, like Salesforce.com.”

Angel Investor 159

Angel Investor Technical Review Software Review Accredited Investor 159

Cracking the Code

AUGUST 3, 2011

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. internet. (6). software. (10). Software 2.0: How the use of internet is transform.

Software Review 67

Software Review Europe Technical Review Search 67

Feld Thoughts

JANUARY 7, 2015

I know several people who have gone through the with great success and gone on to have excellent software development jobs. A few companies got bought before the whole Internet-bubble thing fell apart, and we almost managed to get bought (for around $500 million, but that’s another story for another day.).

Stock Options 70

Stock Options Cofounder Revenue Hosting 70

Both Sides of the Table

AUGUST 23, 2010

For me this dates back to pre-Internet days of bulletin boards, CompuServe , Prodigy and the like. Only later did I realize that this was part of Dharmesh Shah’s larger blog and that the software was based on the popular “stack overflow&# software. Pre Quora – AVC & Answers OnStartups. articles and leaves.

Silicon Valley 301

Silicon Valley Pre-Money Valuation Technical Review Software Review 301

Both Sides of the Table

OCTOBER 1, 2009

This has a tangible impact on the valuation of start-ups and the pace of investment. In the first post in this three part series I described why I believe the VC market froze between September 2008 – April 2009. Bad stock markets mean less IPO’s and lower prices for M&A.

Technical Review 269

Technical Review Stock Hawaii Early Stage 269

Hacking Startups

JUNE 25, 2013

Unfortunately, most insider knowledge about Bitcoin (a bug or perhaps future criminal prosecution of large exchanges or software makers) will need an effective way to take a short position. Liability limits on credit cards enabled their use on the Internet despite initial consumer fears. Freedom of capital movement.

Technical Review 61

Technical Review Offshore Cyprus Software Review 61

Cracking the Code

FEBRUARY 24, 2010

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. internet. (6). software. (10). Software 2.0: How the use of internet is transform.

Software Review 54

Software Review Technical Review Europe Venture Capital 54

Startup Professionals Musings

SEPTEMBER 30, 2011

Once you have a potential investor excited about your team, your product, and your company, the investor will inevitably ask “What is your company’s valuation?” How much is NewCo worth to investors at this point (pre-money valuation)? This is the most concrete valuation element, usually called the asset approach.

Pre-Money Valuation 246

Pre-Money Valuation Valuation NPV Intellectual Property 246

Cracking the Code

JANUARY 14, 2010

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. internet. (6). software. (10). Software 2.0: How the use of internet is transform.

Software Review 48

Software Review Technical Review Europe Venture Capital 48

500hats.com

AUGUST 2, 2012

Or, as my friend Marc Andreessen might say, Software Eats the Private Equity World. While a flood of new VCs came into existence during the late 90’s internet boom, many had difficulty raising new funds after the crashes of 2000-2001 and 2008 , and as a result significantly fewer fund managers exist now compared to a decade ago.

Silicon Valley 74

Silicon Valley Early Stage Venture Capital Valuation 74

Start Up Blog

NOVEMBER 18, 2020

So today I’m going to help you get a better at understanding true technology / software plays versus those who, in truth pretend to be something they are not. In fact, almost every business relies on software in some way. Here are some of their key numbers below: Filed to float with a valuation of around $13b USD.

IPO 62

IPO Valuation Software Venture Capital 62

Cracking the Code

JULY 10, 2009

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Today, United did not: David stroke back at Goliath using the power of internet technologies. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. internet. (6).

Software Review 63

Software Review Technical Review RSS Europe 63