Agile VC

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Startup IPO Market: A Fickle Mistress ? AGILEVC

Agile VC

Startup IPO Market: A Fickle Mistress. The IPO market, she is a fickle mistress. In the first half of 2011, the IPO markets were looking strong for VC-backed companies. And even other strong, but perhaps not standout, companies like Active Network and Demand Media completed their own offerings. September 15, 2011.

IPO 100
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Revenue = Product Market Fit

Agile VC

This is especially true for those with a media / ad based business model (e.g. Arguably revenue is the best signal of product-market fit for B2B startups. Facebook, Twitter, etc), where scale is a necessary condition for even the first dollar of revenue, in addition to maximizing long term enterprise value.

Revenue 234
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Why Twitter is A Media Company ? AGILEVC

Agile VC

Why Twitter is A Media Company. CEO Dick Costolo famously said that Twitter is not a media company about six weeks ago at the AllThingsD conference. To be fair, Costolo said that Twitter isn’t a media company but is “in the media business” To some that may be a distinction without a difference.

Media 113
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The Consumerization of Business Software ? AGILEVC

Agile VC

But as social media continues to pervade businesses large and small, and purchase decisions increasingly happen at the user level (see #2) we will see dramatically more customer acquisition happen via the web. People have been selling software over the web for awhile and indirect selling via screensharing and webinar, etc isn’t new.

Software 100
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Putting Twitter’s IPO in Perspective

Agile VC

Again there’s three fundamental ways to make money in consumer-facing internet businesses: you can sell people stuff in a physical realm (e-commerce), you can indirectly monetize consumer attention (media or ad-based), or you can provide online software & services that consumers pay for (premium services).

IPO 194
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Our Investment in The Outline

Agile VC

Today we announced our investment in The Outline, a new digital media company founded by CEO Josh Topolsky. We like to back authentic founders here at NextView… entrepreneurs who have experience and unique perspective on the market they’re trying to transform.

Cofounder 100
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Why Do Consumer IPOs and B2B IPOs Get Treated Differently?

Agile VC

All three have different business models… SaaS, media/ad, and consumer transactional. And Zoom has become the most valuable of the three in terms of market cap though daily fluctuations put it and Lyft fairly close ($16B+). Fairly frequently public market investors believe that a new consumer company is “the next X”.

IPO 100