Feld Thoughts
JULY 9, 2019
This was before the IPO Summer of 2019 when all conventional valuation metrics have entered the land of “suspension of disbelief” which is short-term good and long-term well-we-will-see-…-eventually. We ended up talking about using Gross Profit, instead of Revenue, to do valuation analysis. Isn’t accounting fun?
Feld Thoughts
JULY 20, 2020
” followed by “Once we bring them into our ecosystem, how do we support their journey in meaningful ways that can help to level the playing field = e.g. get them capital or get them revenue?” ” Maybe we should stop asking “What’s your SAT score?” ” and instead ask, “Wow.
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Feld Thoughts
DECEMBER 29, 2016
Since many of our investments are companies that are scaling, vs. companies that are just getting started, there are a lot of derivative metrics in these plans. How LTV Metrics Lie — And What To Look Out For. As part of getting your metrics together for 2017, I encourage you to go read some of these articles.
Feld Thoughts
DECEMBER 14, 2018
Then, I like to roll into metrics that create a floor on how the business will operate. ” Or, we won’t hire anyone new, other than replacing attrition, until after we have revenue of $X / person.” For example, “We won’t have a month of negative EBITDA.”
Feld Thoughts
MARCH 5, 2013
If you are a revenue generating company, you’ve probably got a formally approved 2013 plan by now (if not, why not?) Your board is paying attention to your performance against plan, and you and your management team are executing based on the plan you had approved, which likely includes both a revenue plan and an expense plan.
Feld Thoughts
JUNE 7, 2016
If you are the CEO of a VC or angel backed company, will need to raise more money in the future, are doing more than $100,000 of revenue a month, and are growing more than 25% a year, then this post if for you. If you aren’t going to make your revenue plan, it’s unlikely you’ll make your EBITDA or Net Income plan.
Feld Thoughts
JULY 21, 2015
.” He then goes on to say nothing about what this means, gives no metrics indicating “traction” (whatever that is), and generally stays vague about what the company does. ” Me: “So your net revenue last month was only $2.5k, right?” When he takes a breath, I ask “what do you mean by traction?”
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