View from Seed

OCTOBER 11, 2022

As someone who has seen multiple companies go from concept to $1B scale (and IPO), her experience and insight will be invaluable to the founders we work with. Of all the billion-dollar companies we have backed, 2/3 of our initial investments were pre-revenue, and many pre-product.

Cofounder 156

Cofounder San Francisco Portfolio Limited Partner 156

View from Seed

NOVEMBER 18, 2020

One of the most highly anticipated startup IPOs of recent years, we now get a peek inside Airbnb’s business. You can read various articles out there which will give you the cursory facts about Airbnb like their overall revenue or profitability or how their business has faired here in 2020 in the COVID environment.

North America 401

North America IPO Europe Prospectus 401

View from Seed

MAY 16, 2019

I have friends who are execs or shareholders of the company, but I have no stake in Slack nor intent to invest in the IPO. If you haven’t seen these already, here are some of the headline figures about Slack’s business: $400M in GAAP revenue in the most recent year (fiscal year ’19 ended 1/31/19). 10M+ daily active users (DAUs).

Lock-up Period 168

Lock-up Period Retention .Net Azure 168

View from Seed

MARCH 5, 2019

2019 is shaping up to be the year the dam broke for decacorn IPOs, with Lyft, Uber, AirBnB, Pinterest, et al in the queue. There are a variety of quick write-ups on the Lyft S-1 for basic figures like annual revenue, rider growth, or who the largest shareholders are. Revenue per rider has more than doubled from 2016–2018 (from $15.88

Aggregator 120

Aggregator IPO .Net Revenue 120

View from Seed

OCTOBER 11, 2022

And I’ve been fortunate enough to witness their startups scale from ideas to $1B+ businesses (and even an IPO in the case of Poshmark). Simply put, we can flex our check size from $400K to $4M to invest anywhere along the pre-traction to post-revenue spectrum — an abnormality and an advantage in today’s market.

North America 156

North America San Francisco Cap Table Cofounder 156

View from Seed

OCTOBER 10, 2017

She joined the company when it was about 20 people at their NY headquarters, helped the company scale revenue 25X in 3.5 years, and lead them towards their recent IPO. Melody was instrumental to the hyper-growth phase of Blue Apron.

New York 120

New York Cofounder IPO Early Stage 120

View from Seed

JUNE 13, 2019

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. revenue business still growing >50% YoY? Chewy now has over 10 million customers, repeat purchases by existing customers account for approximately 90% of their revenue today.

Leadership 214

Leadership .Net Revenue Acquisition 214