Agile VC

SEPTEMBER 15, 2011

And even other strong, but perhaps not standout, companies like Active Network and Demand Media completed their own offerings. The very strongest companies can still likely get out if they really wanted, but may not command the valuations they hoped for in more bullish times. Bankers licked their chops. VCs dreamt of liquidty.

IPO 100

IPO Marketing Silicon Valley Technical Review 100

Agile VC

APRIL 30, 2019

All three have different business models… SaaS, media/ad, and consumer transactional. In the last decade or so, high profile consumer IPOs have often gotten lofty valuations. In just the last month or so we’ve seen Lyft go public ( my analysis of the company’s S-1 here ) and more recently, Zoom and Pinterest.

IPO 100

IPO B2B B2C Institutional Investors 100

Agile VC

NOVEMBER 6, 2013

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

IPO Aggregator B2B Internet 194

Agile VC

MAY 21, 2012

were fairly active a few years ago though neither is as active today and big media conglomerates like Disney are fairly sporadic as they embrace web-based media. IAC and Yahoo! On the B2B SaaS side or enabling services (e.g. ad-tech, analytics, development platforms, etc) the list is slightly different.

Acquisition 162

Acquisition Silicon Valley B2B Seed Stage 162

Agile VC

JANUARY 13, 2016

Was this simply a shift in sentiment among the tech & business media? A realignment of valuations by late stage investors? People started thinking of startup unicorns like this: Illustration for WSJ: Chris Silas Neal. What happened? The beginning of a tech downturn?

Technical Review 157

Technical Review .Net Revenue Software Review 157

Agile VC

FEBRUARY 2, 2012

Facebook admits as much that the ad business, which again accounts for the vast majority of revenues (85%), has seasonality in line with the media industry generally with a strong Q4 and weak Q1. In fact Facebook’s ad revenue dropped in absolute terms slightly (about -3%) from Q4 2010 to Q1 2011.

IPO 100

IPO South Korea Venezuela Revenue 100