Agile VC

MAY 22, 2014

There are no commissions on closed sales (other than Taobaoke) or placement fees on Taobao. based on product category for all sales settled through Alipay (~80% of Alibaba’s GMV is settled through Alipay). The bigger merchants on Tmall sell their branded wares and pay a commission to Tmall of 0.5 – 5.0%

China 159

China Revenue Flash Affiliate 159

Agile VC

MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Market Cap. might have a market cap of $150B+. ARPUs/year.

Lock-up Period 100

Lock-up Period Retention Azure .Net 100

Agile VC

AUGUST 9, 2012

Zynga’s faced a lot of pressure in the public markets recently. It’s hard to be bullish as a public market investor about a closely held company (in terms of control not ownership) that’s barely growing and faces strategic risks. market cap minus $1.6B Draw something… other than this painful chart.

Stock 160

Stock LBO .Net Valuation 160

Agile VC

JUNE 13, 2019

Chewy sells tens of thousands of products from many 3rd party brands, as well as its own private label brands (though latter remains <10% of sales). Annual Net Sales By Customer Cohort. Could Chewy reduce its marketing or other expenditures and be profitable now? 3) “Autoship” is a conveyor belt into consumers’ homes.

Leadership 100

Leadership .Net Revenue Acquisition 100

Agile VC

MARCH 8, 2012

It’s taken more than a decade since the tech bubble’s inflation and bursting but to me all of this is part of a long-term normalization of the tech IPO market. What are the implications for other late-stage private companies thinking of making the transition to public markets in the near to midterm future?

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

DECEMBER 5, 2011

Part lives in the cloud and part is embedded in point of sale (POS) software systems. There’re lots of reasons why we’re pleased to be involved, from the market opportunity and product and beyond, but of course team is central for all startup investments. Objective Logistics just closed a $1.5M

Silicon Valley 100

Silicon Valley Seed Stage Syndicate Syndication 100

Agile VC

SEPTEMBER 19, 2011

And a large cash infusion from a sale may be more valuable to Netflix than simply owning a cash-generating unit, as Netflix looks to acquire more digital rights or produce more of it’s own content. But for more urban markets with fast broadband, most Netflix subscribers will only want DVD/Blu-Ray for recent movie releases (if at all).

Silicon Valley 100

Silicon Valley Private Equity Seed Stage Syndicate 100

Agile VC

FEBRUARY 28, 2013

Hungary probably wouldn’t sell their sovereignty and entire economy for 1x sales, but Apple has no debt so they could probably lever the deal and borrow money on top of $137 billion in equity. increasing dividends or issuing preferred stock). Some people think Apple should buy Netflix.

Hungary 168

Hungary Dividend Vertical Preferred Stock 168

Agile VC

OCTOBER 5, 2012

Rather it’s usually an underdeveloped sense of a market opportunity worth pursuing or a desire to gain more experience before trying to launch a company. But you may be able to gain either industry expertise that’s relevant to being a founder and/or functional expertise in marketing, sales, operations, etc.

Founder 217

Founder Cofounder Later Stage Operations 217

Agile VC

JUNE 12, 2012

Swipely is focused on payment marketing, namely unifying loyalty programs and payments for main street merchants. food trucks, farmers market vendors, small retailers, event organizers, etc), most of whom previously didn’t accept credit cards.

Mobile 250

Mobile Disintermediation SMS Government 250

Agile VC

MAY 7, 2014

I believe this may be the most anticipated tech IPO of all time… some may argue Facebook was a bigger deal, but Alibaba’s offering has been “in process” for a long time and may very well be the largest IPO ever both in terms of size of offering and initial market cap of the company.

China 187

China B2B Flash IPO 187

Agile VC

NOVEMBER 9, 2015

Unfortunately the fact that the company raised capital in private markets at a healthy valuation ($6B) and the uncertainty about having a CEO who’s attention is divided between two public companies obscures this story. I think Square is well positioned to continue capturing increasing market share among offline merchant payments.

IPO 165

IPO .Net Revenue Acquisition 165