Both Sides of the Table

OCTOBER 1, 2009

Bad stock markets mean less IPO’s and lower prices for M&A. This has a tangible impact on the valuation of start-ups and the pace of investment. Tags: Pitching VCs Start-up Advice VC Industry startup technology vc venture capital. It is also a result of pent-up demand.

Technical Review 269

Technical Review Stock Hawaii Early Stage 269

Steve Blank

JUNE 15, 2011

A tech bubble is the rapid inflation in the valuation of public and private technology companies that exceeds their fundamental value by a large margin. 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.

Silicon Valley 327

Silicon Valley Stealth Valuation Mississippi 327

Steve Blank

MARCH 18, 2011

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. With Netscape’s IPO , there was suddenly a public market for companies with limited revenue and no profit. Carpe Diem.

Internet 334

Internet IPO Silicon Valley Agile 334

Growthink Blog

FEBRUARY 6, 2012

The biggest technology IPO in history has rightfully captured the imagination of both the general and investment public. Most famous among them is Peter Thiel, who we know in 2004 invested $500,000 into Facebook at a valuation of approximately $4.9 The first lesson is sector. Folks, we're just getting started. read more.

Angel Investor 76

Angel Investor IPO Private Equity Early Stage 76

Both Sides of the Table

OCTOBER 1, 2009

There’s no doubt (at least anecdotally) that the pace of VC investments in early-stage technology companies has picked up in the past few months. IPOs and M&A have returned – and with them the investment bankers have staged a rebound. – IPO-able in any normal market. Notice that I didn’t say “social networking.”

IPO 255

IPO Investment Bankers Venture Capital Marketing 255

Steve Blank

JUNE 17, 2011

My esteemed colleague Ben Horowitz essentially makes four arguments : 1) look at how relatively cheap Apple, Google and Amazon stock is compared to their growth; 2) Major technology cycles tend to be around 25 years long with the bulk of the purchases occurring in the last five-to-ten years. The Shills are the middlemen in a bubble.

Investment Bankers 310

Investment Bankers Stock Valuation Venture Capital 310

Startup Professionals Musings

AUGUST 13, 2012

Many entrepreneurs scare away potential investors by claiming that their technology represents “truly disruptive technology.” Many people seem to use the social network advertising model for revenue, but forget it assumes at least 100M users and $50M investment. Include a current valuation estimate.

Business Plan 283

Business Plan Sweat Equity Exit Strategy Intellectual Property 283

Startup Professionals Musings

MAY 13, 2011

Many entrepreneurs scare away potential investors by claiming that their technology represents “truly disruptive technology.” Many people seem to use the social network advertising model for revenue, but forget it assumes at least 100M users and $50M investment. Include a current valuation estimate.

Business Plan 290

Business Plan Sweat Equity Exit Strategy Intellectual Property 290

The Equity Kicker

NOVEMBER 17, 2015

Facebook and Google are the second and twelfth most valuable companies in the US (accurate at 22/6/15 see here ), they both rose to prominence extremely quickly setting records for rapid valuation growth on the way, and as a result they are both very aware that their shelf life could be limited.

Social Media 60

Social Media Acquisition Curation IPO 60

Gust

AUGUST 5, 2012

Many entrepreneurs scare away potential investors by claiming that their technology represents “truly disruptive technology.” Many people seem to use the social network advertising model for revenue, but forget it assumes at least 100M users and $50M investment. Include a current valuation estimate.

Business Plan 182

Business Plan Sweat Equity Exit Strategy Intellectual Property 182

Startup Professionals Musings

APRIL 22, 2010

Many entrepreneurs scare away potential investors by claiming that their technology represents “truly disruptive technology.” Many people seem to use the social network advertising model for revenue, but forget it requires at least 100M users and $50M investment. Include a current valuation estimate.

Business Plan 186

Business Plan Exit Strategy Sweat Equity Intellectual Property 186

Diego Basch

MAY 25, 2012

Many people are talking about IPOs and bubbles, because it sells. The more important issue is that Facebook is now flush with cash, and in a race to justify its valuation. That means desperately exploring ways to monetize its (almost maxed out) audience by building / buying new technologies. no, I’m in the US.

Ukraine 56

Ukraine Valuation Bootstrapping IPO 56

Both Sides of the Table

MAY 23, 2012

The movie, “The Social Network” might have had more of an impact on creating future entrepreneurs than any other event of the past 5 years. Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs. Thank you, Aaron Sorkin!

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Steve Blank

JUNE 22, 2011

Their firm, Andreessen/Horowtiz , has been prescient enough to invest in social networks, consumer and mobile applications and the cloud long before others. Prices for both private and public tech valuations exceed any rational valuation to their current worth. A few will be worth much, much more. Here are two views how.

Internet 295

Internet Silicon Valley United States .Net 295

reidhoffman.org

NOVEMBER 12, 2013

Friendster’s valuation set the tone for the entire social networking space. we weren’t the natural leader of a market or technology trend that everyone was paying attention to, we didn’t have substantial organic growth, and. Most technology revolutions are founded on one or two simple concepts. we had no revenue.

Entrepreneur 111

Entrepreneur Revenue Viral Networking 111

Both Sides of the Table

OCTOBER 18, 2015

There is a lot of uncertainty about the state of the private, high-growth technology markets and the venture capital markets that underpin them. Great technology firms were built during the last dry period and we saw the huge wealth creation of Facebook, Twitter, Tesla and others. Boom and bust. Markets are markets. The response?

IPO 150

IPO Venture Capital LP SEC 150

www.vccafe.com

MARCH 11, 2013

Every startup faces multiple choices and decisions when it comes to technology. Social networking. Social/Sharing. Ad Serving Technology. Create your own social network. free enterprise social network. Seed Stage Valuation Guide. Technology & Marketing Law Blog.

Software Review 53

Software Review Technical Review Startup 53

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

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93