Agile VC

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

How They Make Money: Majority of Kayak’s revenue actually comes from advertising on their site (55%), not lead generation or referral fees to travel suppliers as you might think (more on this below). Financial Snapshot: 2010 Revenue: $170 million. Revenue growth: 51% YoY (2010), 1% YoY (2009), 131% YoY (2008).

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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

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. round which closed in November 2003, and the pre-money valuation between $10 million and $15 million. It was a $4.7M link] leehower.

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Facebook Paid

Agile VC

As a thought exercise though I thought I’d try to put the valuation in perspective. With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp. in annual mobile ad revenue per MAU. billion in annualized revenue. billion in annualized revenue. billion for it.

Valuation 159
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Facebook Paid

Agile VC

As a thought exercise though I thought I’d try to put the valuation in perspective. With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp. in annual mobile ad revenue per MAU. billion in annualized revenue. billion in annualized revenue. billion for it.

Valuation 127
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The Imperceptible, But Very Real Boom

Agile VC

Facebook’s IPO was obviously a debacle, and in the private investment sphere valuations from the seed through late stage have declined for the most part from their peaks in late 2011 through early 2012. This is not ’98-99 when pre-revenue companies were IPO’ing.

IPO 147
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When Does Zynga Become a Value Stock?

Agile VC

We also know lots of valid reasons why the company could be valued at far less than it once was including: Stalled Growth – revenue essentially flat over the last 4 quarters. The “value” case goes like this: A) Valuation Net of Cash – Zynga’s market cap sits at around $2.2-2.3B trailing revenue multiple.

Stock 160
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Putting Twitter’s IPO in Perspective

Agile VC

So their revenue figures, pre IPO financing and ownership, and other info is all widely available. If this were a math class, I’d just say the proof is evident but if you want some data on Twitter’s 2013 YTD revenue here you go. Twitter’s IPO has garnered a ton of attention in the tech and popular press.

IPO 194