Agile VC

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The Consumerization of Business Software ? AGILEVC

Agile VC

The Consumerization of Business Software. One of the themes that we’ve been most interested in at NextView over the last 12+ months has been the impact of consumer web trends on business software. People have been selling software over the web for awhile and indirect selling via screensharing and webinar, etc isn’t new.

Software 100
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The Difference Between Apple & Facebook ? AGILEVC

Agile VC

Apple and Facebook are both platforms , in the sense that their software and user networks are utilized by countless software developers to build their own businesses. Facebook’s direct platform revenue accounted for about 15% of the company’s overall sales whereas Apple’s was less than 1%. June 5, 2012.

Java 170
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Autonomous Vehicles: Can You Get There From Here? (Part 2)

Agile VC

Tesla has already released updates to its Auto-Pilot software to further refine situations like this. . Sales of new cars and light trucks in the US were approximately $576 billion in 2015. FWIW, the first true competitor to Tesla’s Auto-Pilot ADAS system, Mercedes “DrivePilot”, has gotten terrible reviews.

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Revenue = Product Market Fit

Agile VC

Business facing companies typically provide software or an online service for which their customers pay a fee. The early goal isn’t to maximize near term revenue… it’ll take time to fully understand your market and establish P-M fit, let alone optimizing the sales & marketing engine.

Revenue 234
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Alibaba S-1: How Well Do They Monetize?

Agile VC

There are no commissions on closed sales (other than Taobaoke) or placement fees on Taobao. Some Taobao sellers also pay a monthly subscription for software (Wangpu) which helps them create better looking and easier to manage storefronts.

China 159
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What TAM Really Means

Agile VC

A marketplace’s true revenue potential is the % of the total GMS (gross merchandise sales) they can charge (typically 5-10%), not the total GMS. Understanding and pitching the market size which is truly addressable for your startup is critical, and VCs only love markets that are large in “truly” addressable size.

B2B 246
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Lyft S-1: Kicking Off the Decacorn Bonanza of 2019

Agile VC

The simplistic way to do this is to zero out the Sales & Marketing line item in the financials and see what happens. In 2018 Lyft had an EBITDA loss of -$977M whereas their Sales & Marketing spend was $803M. So does Lyft have a flywheel of money? Insurance is far and away the largest cost driver.