View from Seed

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Airbnb S-1 (Part 1): So How Profitable Is This Thing Really?

View from Seed

Airbnb’s bookings have rebounded to roughly 70-80% of what they were in 2019 pre-COVID whereas global hotel companies like Marriott and Hilton are operating at roughly 35-40% of where they were in fall 2019. But even with this profitable Q3, on a trailing twelve months (TTM) basis Airbnb has a GAAP net loss of >$1 billion.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

View from Seed

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. First, on an operating cashflow basis Chewy has been CF positive in some of the recent years.

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Accelerator Spotlight: Caesar Sustainability

View from Seed

One hour I’m deep into product development, the next I’m thinking about our hiring needs and recruiting, to the next on a sales call. As a first-time founder, the comfort in knowing that I can bounce ideas off of experienced operators and investors is huge. I’ve learned and grown more as a leader than I ever could have imagined.

DC 156
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Pitch Deck Month: The “Where Are You Going?” Slide

View from Seed

Enterprise SaaS/B2B software – account executives (AEs) and sales developement reps (SDRs). Businesses with a geo/city-based operations – city GMs/on-the-ground ops teams. Operations/Logistics-heavy business – transition from 3PL to in-house fulfillment center/teams at X volume. The “product roadmap”.

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Five Categories with Corona Tailwinds

View from Seed

The National Restaurant Association forecasts sales declines of $225 billion over the next three months. Independently owned and operated restaurants, representing 78% of the country’s one million restaurants, will likely fare even worse, with significantly less cash on hand than larger restaurant groups and chains.

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Dispense: Building the Transaction Layer of an Entire New Industry

View from Seed

In recent years, cannabis has emerged as a legal industry, and thus, companies operating in this new market have often had to find or build new software stacks in order to operate their businesses. Dispense is a B2B software company, focused on transaction software specifically designed for the cannabis industry.

Cofounder 234
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The What & Why of Hiring a Great Startup COO

View from Seed

For most of my career, I’ve served startups and early-stage companies as an operating executive or advisor. Or will you be fine with a head of marketing or a controller or a sales lead? In this operating plan, the COO meticulously outlines how the team will execute given how management expects the future to unfold.

Hiring 336