Agile VC

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Startup IPO Market: A Fickle Mistress ? AGILEVC

Agile VC

AGILEVC My idle thoughts on tech startups. Startup IPO Market: A Fickle Mistress. And even other strong, but perhaps not standout, companies like Active Network and Demand Media completed their own offerings. What will happen for the startup IPO market? How to Evaluate Firms for a Seed VC. How To Think About The Future.

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Why Twitter is A Media Company ? AGILEVC

Agile VC

AGILEVC My idle thoughts on tech startups. 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. Like many in the tech startup ecosystem, I’ve been intrigued with Twitter as a business for years. March 18, 2012.

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The Consumerization of Business Software ? AGILEVC

Agile VC

AGILEVC My idle thoughts on tech startups. 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. How to Evaluate Firms for a Seed VC. How To Think About The Future. And Why 20%?

Software 100
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Putting Twitter’s IPO in Perspective

Agile VC

As many of you know, in the past I’ve done a series of posts deconstructing the S-1s of VC-backed internet startups going public. A few years ago this was sort of a novelty… not that many startups were going public and not that many bloggers or mainstream journalists took the time or had familiarity with combing these SEC filings.

IPO 194
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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. But B2B startups need to take a different tack. Arguably revenue is the best signal of product-market fit for B2B startups. Business facing companies typically provide software or an online service for which their customers pay a fee.

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Why Do Consumer IPOs and B2B IPOs Get Treated Differently?

Agile VC

2019 is off to an exciting start for IPOs of VC-backed startups. All three have different business models… SaaS, media/ad, and consumer transactional. I don’t follow the Chinese startup market as closely as I follow the US, but Alibaba’s 2014 IPO was a similar watershed moment. This post also appears on NextView’s blog.

IPO 100
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Yahoo! vs Facebook: Lame Lawsuit, Good Timing ? AGILEVC

Agile VC

AGILEVC My idle thoughts on tech startups. I have some limited experience in dealing with patents though, both from my time as a VC and also back in my own startup days. How to Evaluate Firms for a Seed VC. How To Think About The Future. vs Facebook: Lame Lawsuit, Good Timing. March 13, 2012. Yesterday Yahoo! And Why 20%?

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