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. The lessons learned from consumer Web 2.0 October 28, 2011.

Software 100
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First Mover Fallacy

Agile VC

If you think back to the monster consumer software and internet companies that’ve been built in the last 2-3 decades, it’s actually far more likely they were fast and/or particularly innovative followers rather than first movers. Work Out Early Kinks - Dropbox wasn’t the first consumer cloud storage service.

Cloud 205
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The Unbundled Mobile Software Stack

Agile VC

The first chapter began more than 40 years ago with IBM being forced to unbundle software and hardware on mainframe platforms. Microsoft famously had to open it’s desktop OS to allow other web browsers to complete against IE.

Mobile 124
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Revenue = Product Market Fit

Agile VC

Most consumer web/mobile companies focus on user growth and usage early in the company’s lifecycle before shifting to monetization. Business facing companies typically provide software or an online service for which their customers pay a fee. This is especially true for those with a media / ad based business model (e.g.

Revenue 234
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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

For the last 5-7 years the universe of potential acquirers web-based businesses has been fairly concentrated. were fairly active a few years ago though neither is as active today and big media conglomerates like Disney are fairly sporadic as they embrace web-based media. AGILEVC My idle thoughts on tech startups. May 21, 2012.

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Change Collective: Helping Create A Better You

Agile VC

It’s easy for a startup to pitch itself as “mobile first” just as entrepreneurs pitched “cloud” a few years ago and “web” more than a decade ago. This was historically static content delivered via books, DVDs, podcasts, blogs, etc.

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Hardware, IoT, and the Long Arc of the Internet

Agile VC

I played around on BBS’s when I was growing up in the late ’80s and of course the foundations of the web were laid even before that by the military and academic institutions. The majority of the companies in NextView’s portfolio are fundamentally software-based, rather than being hardware related.

Internet 100