Agile VC

JUNE 5, 2011

They’ve grown from nothing to >$2B in revenue in 30 months time, making the company among the fastest growing businesses in the histroy of the world. How They Make Money: Groupon keeps a share of the coupon value (typically 40-50%) as its net revenue (1). Financial Snapshot: 2010 Revenue: $713M. to the merchant.

North America 100

North America Chicago Boston Silicon Valley 100

Agile VC

FEBRUARY 20, 2014

With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp. In it’s most recently announced quarterly results (for Q4 2014), Facebook generated approximately $5B in annualized revenue (1) from mobile ads across 945 million MAUs (monthly active users) on mobile. This works out to $5.25

Valuation 159

Valuation Acquisition Mobile Revenue 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. Slack’s net dollar retention rate is an incredibly impressive 143%. So Slack generated $1.43

Lock-up Period 100

Lock-up Period Retention Azure .Net 100

Agile VC

FEBRUARY 20, 2014

With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp. In it’s most recently announced quarterly results (for Q4 2014), Facebook generated approximately $5B in annualized revenue (1) from mobile ads across 945 million MAUs (monthly active users) on mobile. This works out to $5.25

Valuation 127

Valuation Acquisition Mobile Revenue 127

Agile VC

MAY 26, 2011

LinkedIn’s product had only been live for a couple months, we only had tens of thousands of registered users, and wouldn’t start generating revenue for more than a year after this point. We’ve had a supportive board and encouraging metrics and a helpful climate for our community news notion (now 51 sites in 3 states).

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

MARCH 18, 2012

Costolo clearly wants to position Twitter as a complementary part of the media ecosystem (which it is by and large) rather than a competitor, and there remains a chance that Twitter will have other forms of revenue besides ads. Here’s why: Virtually all of Twitter’s revenue comes from advertising.

Media 113

Media Advertising Silicon Valley Revenue 113

Agile VC

AUGUST 12, 2011

” The challenge is that while there’s a simple answer, it’s not one that can be easily distilled into a set of metrics that can be followed as a cookie cutter plan. 4) Metric momentum – Everybody likes those up and to the right graphs. There’s no magic formula for a successful Series A unfortunately.

Seed Stage 113

Seed Stage Silicon Valley B2B Acquisition 113