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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). I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. Annual Net Sales By Customer Cohort.

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

Agile VC

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). I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. Annual Net Sales By Customer Cohort.

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On Funding?—?Shots on Goal

Both Sides of the Table

We’ve had two companies where we had to bridge finance them several times before they eventually IPO’d We had a portfolio company turn-down a $350 million acquisition because they wanted at least $400 million. the sale of the company for $1 billion. You need shots on goal as not every one will go in the back of the net.

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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

How They Make Money: Groupon keeps a share of the coupon value (typically 40-50%) as its net revenue (1). in net revenue and passes $0.58 2010 Net Income: -$389M (net loss) (2). Financial Snapshot: 2010 Revenue: $713M. Run Rate Revenue: $2.6B (Q1 2011 annualized). 2010 Gross Profit: $280M. to the merchant.

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Invest in Israel Newsletter March 2010 Edition

VC Cafe

The most noteworthy M&A deals of 2009 were Siemens’ $418 million acquisition of Solel; Medtronic’s acquisition of Ventor, estimated at $325 million; and IBM’s $225 million acquisition of Guardium. Ratiopharm, a privately-owned subsidiary of German holding company VEM, was founded in 1973 and has annual sales of about $8.6

OTC 68
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Facebook Advertising / Marketing: Best Metrics, ROI, Business Value

Occam's Razor

Increased investment in Facebook as an engagement/acquisition channel has translated into requests from CEOs, CMOs and other CxOs about the return on that investment. I can see the correlation, but the conclusion implies a causality that may or may not be there ("the product sales exceeded all internal projections!").

Metrics 165
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Are You Ready for Equity Based Crowdfunding?

Up and Running

The SEC’s proposed rules (mandated by the JOBS Act of 2012) amend the Securities Act of 1933 and the Securities Exchange Act of 1934 to allow the offer and sale of securities through an internet crowdfunding campaign, similar in some respects to donation crowdfunding campaigns conducted on Kickstarter and Indiegogo. Set a Fundraising Goal.

Equity 125