David Cohen

MARCH 30, 2020

In 1999, we sold that business and I started angel investing. In 2000, the Internet bubble burst. The financial markets quickly gave up more than a trillion dollars. The market sucked until around 2010 when everyone and their sister decided they wanted to create an accelerator too. The market was back!

Founder 174

Founder Valuation Startup IP 174

Feld Thoughts

DECEMBER 10, 2018

Unlike the endless stream of predictions that are about to come out, it’s an analysis of the spread between the public market and private company valuations. Rates have risen significantly in the last eighteen months, pulling capital out of the equity markets and into the fixed income markets.

DC 112

DC Equity Hosting Valuation 112

Startup Professionals Musings

JANUARY 10, 2016

This fallacy, often called historical myopia, essentially involves extrapolating only from recent positive events, and ignoring the reality that markets saturate or evaporate. Just because you would have loved to have your groceries picked out and delivered, doesn’t mean the mainstream customer was ready for Webvan in 1999.

Business Model 120

Business Model Intellectual Property Startup Bankruptcy 120

thebarefootvc

DECEMBER 16, 2011

Mobile Marketing Comes of Age: Retailers finally began to see the promise of location based applications and consumers changed their shopping behavior using their mobile devices. Discovery, in contrast to search, took center stage as Pinterest displayed hockey stick growth (and raised VC money near a $200M valuation in late 2011).

Technical Review 110

Technical Review India Mobile Hockey Stick 110

Startup Professionals Musings

JANUARY 9, 2015

This fallacy, often called historical myopia, essentially involves extrapolating only from recent positive events, and ignoring the reality that markets saturate or evaporate. Just because you would have loved to have your groceries picked out and delivered, doesn’t mean the mainstream customer was ready for Webvan in 1999.

Intellectual Property 120

Intellectual Property Startup Bankruptcy Viral 120

Pascal's View

AUGUST 21, 2011

Welcome to the latest passionate debate over the ‘valuation bubble or not?’ Capital Markets Advisory Partners cleaves the demand for pre-public VC-backed equities into two worlds: “Demand Pull (Buzz) and Supply Push (No Buzz) companies. Specifically, too much money has gone into VC-backed Internet companies at too high a valuation.

Valuation 50

Valuation Social Media Media IPO 50

Both Sides of the Table

JUNE 1, 2011

If you take a snapshot during an extraordinary surge in valuations, M&A activity, IPOs and thus wealth creation you’d echo John Doerr’s famous quote from 1999 that, “The Internet is the greatest legal creation of wealth in history.&# As a market we seem to be incapable of temperance. So which is it?

IPO 391

IPO Finance Valuation Naming 391

www.inc.com

SEPTEMBER 24, 2011

Sales & Marketing | Wednesdays. SALES & MARKETING. Online Marketing. Internet and Online Business. Bringing Innovation to Market. a 50-employee provider of e-marketing solutions to small and midsize businesses, based in Needham, Mass. Get and keep customers with affordable online marketing tools.

Fractional CTO 40

Fractional CTO Equity Iowa Technical Cofounder 40

This is going to be BIG.

NOVEMBER 7, 2011

Companies that find product/market fit deserve to grow--and if there are enough of those, there will be enough capital to follow them. Valuations. There are a ton of companies being funded at $500+ million valuations--seriously limiting exit opportunities. Are their valuations justified? stock market."

Angel Investor 104

Angel Investor Valuation Startup Revenue 104

Both Sides of the Table

MAY 23, 2012

There are obvious reasons the industry has had less-than-desirable returns, including: massive over-funding of the sector, huge increases in inexperienced venture capitalists that took a decade to peter out, and the massive correction in the value of the public stock markets that closed many exit opportunities for half a decade.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Start Up Blog

AUGUST 25, 2013

They made a trade sale in late 1999. When asked how one should value a company that doesn’t make any – he said the ‘Cisco Valuation Model’ is best. On hiring good people: If you don’t hire well, you can’t leave the fort… go into the market. . Though he had a successful exit from it.

Australia 80

Australia Startup Valuation Cofounder 80

thebarefootvc

JULY 3, 2016

New funds have popped up in increasing numbers over the last few years – but I saw gaps in the market that needed to be filled. There is still a lot of work ahead, but the market has been overwhelmingly responsive to the original thesis. And…I wanted to have fun and work with great people while doing so.

North America 40

North America Early Stage New York City Portfolio 40

thebarefootvc

FEBRUARY 3, 2016

New funds have popped up in increasing numbers over the last few years – but I saw gaps in the market that needed to be filled. There is still a lot of work ahead, but the market has been overwhelmingly responsive to the original thesis. And…I wanted to have fun and work with great people while doing so.

North America 40

North America Early Stage New York City Portfolio 40

Austin Startup

JULY 23, 2010

Having been founded in 1999, Zilliant is hard to categorize as a startup anymore. So why would you not think that internet retailers are interested in maximizing pricing as well? This financial commitment from our investors will help us capitalize on increased market demand, and accelerate our market lead.”.

Balance Sheet 67

Balance Sheet Private Equity LP IPO 67

David Teten

FEBRUARY 6, 2013

From the perspective of best practices, we will address questions such as: How to assess opportunities (idea, team, valuation). Karen Bantuveris has 15 years experience as a consultant in customer centric- leadership development, marketing strategy and business process design. How to source great deals.

Private Equity 114

Private Equity North America Cofounder Angel Groups 114

Sophia Perl of Wisdom

OCTOBER 16, 2011

Since 1994, Conway has been doing angel investing in solely internet software. In 1999, 80% of the portfolio went out of business with him commenting, “Thank G*d we invested in Google” SV Angel investing priority is 1) idea, 2) people, then 3) market size. His second fund raised and invested during 1999 saw a 1.5

Silicon Valley 53

Silicon Valley Angel Investor Portfolio IPO 53

ReadWriteStart

AUGUST 26, 2022

He focuses on investments in fintech, the internet, and software. Instead, that’s the sort of pre-series-A investment where companies or founders have visions of where they think there are underserved market needs, and they’re coming up with something super excited to try to solve that. . Jonathan Siddharth . Sounds great.

Partner 132

Partner Cofounder Retention Acquisition 132

Seeing Both Sides

AUGUST 3, 2012

But once the company has honed in on a strong value proposition and found initial product-market fit, what is the best approach to scaling it? With over $1 billion in revenue, 2000 employees and a market capitalization of over $6 billion, Akamai has become a role model for scalable start-ups. After all, scaling is hard. Really hard.

Distribution 49

Distribution Lean Massachusetts Cofounder 49

abovethecrowd.com

APRIL 20, 2016

Why the Unicorn Financing Market Just Became Dangerous…For All Involved. The pressures of lofty paper valuations, massive burn rates (and the subsequent need for more cash), and unprecedented low levels of IPOs and M&A, have created a complex and unique circumstance which many Unicorn CEOs and investors are ill-prepared to navigate.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

SoCal CTO

OCTOBER 5, 2010

Not only does the country have a higher percentage of homes with high-speed Internet than the U.S. Consumer RSS: 1999-2010 - Venture Chronicles , September 11, 2010 paidContent made an interesting connection about Bloglines being shut down and the broader question of RSS in the age of Twitter. Simply put, there is no market for RSS.

Technology 191

Technology Product San Francisco CTO Hire 191

Austin Startup

FEBRUARY 24, 2019

This is a huge recruiting year for data.world as we’ve found our product-market fit in the enterprise. As I’ve helped entrepreneurs find their own product-market fit and connected them to potential clients, investors, and Advisory Board members, I’ve spent a lot of time telling them about the “cool kids”. in honor of my mother.

Software Review 48

Software Review Sales Cofounder Analytics 48

Seeing Both Sides

MAY 26, 2009

billion, as the company has successfully “grown into its valuation” and become the leading in the content delivery market).   Admittedly it is a distant second to California in software and Internet innovation, but as a proud Boston-based VC, I was pleased to see Terry brimming with confidence in Boston as an entrepreneurial hub.

Private Equity 20

Private Equity Boston Massachusetts IPO 20

Both Sides of the Table

AUGUST 9, 2011

Valuations were enormous relative to progress in companies. Companies with less than $2 million in revenue were asking for $50-60 million valuations and getting them. I spent my days meeting companies, figuring out what areas of the market interested me and trying to get a sense for how VCs thought about fair valuations.

Stock 305

Stock Technical Review Marketing Greece 305

Ben's Blog

MAY 24, 2021

House of Representatives’ Subcommittee on Investor Protection, Entrepreneurship, and Capital Markets (Committee on Financial Services) hearing on “Going Public: SPACs, Direct Listings, Public Offerings, and the Need for Investor Protections” May 2021. IPO market. In the first quarter of 2021 alone, SPACs raised $87.9

SEC 36

SEC Accredited Investor IPO Technical Review 36

Austin Startup

MAY 3, 2017

Today’s economy is substantially more freelance for one, but as it pertains to technology and innovative entrepreneurship, we find ourselves in an era that is bringing tech to traditional industries that have yet to have fully embraced what the internet has caused: data, connectivity, globalization, scalability, and efficiency. Imagine that.

Texas 48

Texas Startup Silicon Valley Bootstrapping 48

SoCal CTO

JANUARY 5, 2011

Steve Blank , January 25, 2010 10 Tips for Adding Game Mechanics to a Non-Gaming Service - ReadWriteStart , September 21, 2010 Startups & VCs: Learn How to Design, Market, & Eat Your Own. - . - 500 Hats , February 1, 2010 When to Use Facebook Connect – Twitter Oauth – Google Friend Connect for Authentication? First Principles.

Silicon Valley 378

Silicon Valley Startup Term Sheet Venture Capital 378

Both Sides of the Table

AUGUST 30, 2010

My original thinking from Oct ’09 was, while I didn’t (and still don’t) have a crystal ball I worried that: consumers were over-stretched with debt (and make up 77% of the economy), unemployment would continue to rise, which in turn would drive the stock market south and cut the rate of M&A activity and VC investment even further.

Entrepreneur 298

Entrepreneur Technical Review Balance Sheet Government 298

abovethecrowd.com

JUNE 2, 2021

Marketing 101: Customers love free stuff. As a result, it is a common marketing practice to offer things “for free” in order to impact customer behavior or encourage customer loyalty. That’s why it is a tried and true marketing scheme. Warren Buffet, 1997. You know what customers like more than free stuff?

IPO 82

IPO Customer Matching Silicon Valley 82

Start Up Blog

DECEMBER 29, 2019

Why it mattered: An open and fair internet took a massive hit when Facebook bought Instagram. To date, its market capitalisation has now increased fourfold since the IPO. I liken it to the dot-com bubble of 1999. What happened: Facebook buys Instagram for $US 1 billion + Tinder launches. Welcome to the Zuckerberg Dynasty.

Technical Review 105

Technical Review China IPO Vesting 105

Both Sides of the Table

SEPTEMBER 17, 2017

In more than a decade of writing about the Internet and tech-enabled businesses I’ve learned that mobs don’t do nuance well. Decentralized Internet — This is perhaps the most unsexy part of cryptocurrency but the one that most purists I follow on this topic are most excited about. It’s Hobbesian economics 101.

Government 280

Government Distribution Stock United States 280