Agile VC

NOVEMBER 9, 2015

I’ll address potential valuation further down the post here. Unfortunately the fact that the company raised capital in private markets at a healthy valuation ($6B) and the uncertainty about having a CEO who’s attention is divided between two public companies obscures this story. Given the unit economics above (e.g.

IPO 165

IPO .Net Revenue Acquisition 165

Agile VC

AUGUST 9, 2012

But at some point the valuation of the company puts it squarely into “value” stock territory rather than the heady “momentum” stock multiples Zynga once enjoyed, not that long ago. The “value” case goes like this: A) Valuation Net of Cash – Zynga’s market cap sits at around $2.2-2.3B

Stock 160

Stock LBO .Net Valuation 160

Agile VC

JANUARY 21, 2015

Not every round of funding is closed at a “monster” valuation. Don’t shrug off poor sales or user growth, a dysfunctional team, a wave of bad PR, or other challenges confronting the business. But the reality of tech entrepreneurship is that not everyone is “killing it,” and certainly not all of the time.

Cofounder 188

Cofounder Seed Stage Employee PR 188

Agile VC

JANUARY 21, 2015

Not every round of funding is closed at a “monster” valuation. Don’t shrug off poor sales or user growth, a dysfunctional team, a wave of bad PR, or other challenges confronting the business. But the reality of tech entrepreneurship is that not everyone is “killing it,” and certainly not all of the time.

Cofounder 100

Cofounder Seed Stage Employee PR 100