Agile VC

MAY 26, 2011

is the leading consumer internet company with Terry Semel as CEO. One partnership was clearly very divided and a vocal minority of GPs thought consumer internet companies were a massive waste of time and money. round which closed in November 2003, and the pre-money valuation between $10 million and $15 million. It was a $4.7M

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

David Cohen

MARCH 30, 2020

In 1999, we sold that business and I started angel investing. In 2000, the Internet bubble burst. Uber took the shockingly low valuation of $4m when raising it’s first $1.5m. 3m valuation. Less than a $2m valuation for their seed round. I didn’t really see how it would affect me. Starting a tech company after this?

Founder 174

Founder Valuation Startup IP 174

Ben's Blog

MAY 24, 2021

In fact, if you exclude the Dot Com Bubble of 1999-2000, they have been steady for nearly thirty years. 1999-2000 51.6% Time Period IPO Pop % Above IFR 1999-2000 51.6% 1999-2000 37.5% We have published some research on this topic elsewhere, which I will summarize briefly below. Time Period IPO Pop* 1980-1989 6.1%

Accredited Investor 36

Accredited Investor IPO SEC Technical Review 36

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. If you lived through the Internet-bubble between 1999 and 2002 you know this cycle well. Fred Wilson’s post Thinking Ahead To 2019 is worth reading.

DC 112

DC Equity Hosting Valuation 112

Startup Professionals Musings

JANUARY 10, 2016

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. Or ask PlanetRx, an online service for prescriptions, before the Internet was pervasive. Falling victim to a magical mania or bubble.

Business Model 120

Business Model Intellectual Property Startup Bankruptcy 120

Pascal's View

AUGUST 21, 2011

Welcome to the latest passionate debate over the ‘valuation bubble or not?’ For me Bubble will always be inexorably linked to what went down in 1999 and 2000 in the internet sector. On August 11, 2011 Dan Primack wrote on this topic in Term Sheet and concluded differently: “I believe that the current Internet bubble is economic.

Valuation 50

Valuation Social Media Media IPO 50

Startup Professionals Musings

JANUARY 9, 2015

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. Or ask PlanetRx, an online service for prescriptions, before the Internet was pervasive. Falling victim to a magical mania or bubble.

Intellectual Property 120

Intellectual Property Startup Bankruptcy Viral 120

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.&# That’s how it felt then and a bit how it feels in May 2011.

IPO 391

IPO Finance Valuation Naming 391

thebarefootvc

DECEMBER 16, 2011

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). Disruption in the Education Space: When I first started looking at education technology investments in 1999, very few VCs would go near the sector.

Technical Review 110

Technical Review India Mobile Hockey Stick 110

This is going to be BIG.

NOVEMBER 7, 2011

Valuations. There are a ton of companies being funded at $500+ million valuations--seriously limiting exit opportunities. Many of the private companies like AirBnb, Dropbox, and Square and that have been rumored to have big valuations are real, growing businesses. Are their valuations justified? stock market."

Angel Investor 104

Angel Investor Valuation Startup Revenue 104

www.inc.com

SEPTEMBER 24, 2011

Internet and Online Business. Before Roving Software could receive its first round of financing from professional investors, in early 1999, he had to put all the stock arrangements in writing. As you think about how much equity to offer, have a reasonable valuation in mind thats been determined using professional advice.

Fractional CTO 40

Fractional CTO Equity Iowa Technical Cofounder 40

Austin Startup

FEBRUARY 24, 2019

Sure, there are many other events, including eTail and Internet Retailer. It is a non-profit, unlike eTail or Internet Retailer (today I hear that Shoptalk is the biggest eCommerce conference), and it is where the highest level people in digital retail go as a result. But Shop.org is where you go to learn and network.

Software Review 48

Software Review Sales Cofounder Analytics 48

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. Valuation is a funny thing: You’ll get 12 different answers from 12 different investors. Though he had a successful exit from it.

Australia 80

Australia Startup Valuation Japan 80

thebarefootvc

JULY 3, 2016

After spending time in Silicon Valley (from 1999-2003), Boston, London and Chicago, I moved back to NYC in 2004 and have been fortunate to witness the technology and startup growth for the past 10+ years. I remember the heady days of 1999 when everyone believed that there were new rules to investing. 2015EOY_FPV_v31.

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? The company creates the leading software in an enterprise niche called pricing optimization and margin management. An item’s price is the price.

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). Our panelists will share best practices of angel investing and guide you through potential pitfalls. Should you require a full-blown business plan and what to look for. How to source great deals.

Private Equity 114

Private Equity North America Cofounder Angel Groups 114

thebarefootvc

FEBRUARY 3, 2016

After spending time in Silicon Valley (from 1999-2003), Boston, London and Chicago, I moved back to NYC in 2004 and have been fortunate to witness the technology and startup growth for the past 10+ years. I remember the heady days of 1999 when everyone believed that there were new rules to investing.

North America 40

North America Early Stage New York City Silicon Valley 40

Both Sides of the Table

MAY 23, 2012

Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs. In 1998 it was 150 million, 1999 250 million and by 2000 it had crossed 350 million. By the end of 2011 the Internet population was estimated at 2.3 Today we’re online 3.1

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

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

Seeing Both Sides

AUGUST 3, 2012

Interestingly, the company’s founding vision was not a lean idea, but rather a big idea: to accelerate and manage Internet traffic on a global, highly scalable, highly distributed scale. The first year of revenue (1999) was $4 million – a remarkable achievement. How did Akamai do it? . . Founding Akamai. Gross Profit. $(60).

Distribution 49

Distribution Lean Massachusetts Cofounder 49

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

ReadWriteStart

AUGUST 26, 2022

He focuses on investments in fintech, the internet, and software. That’s a valuation number and pricing number. Suppose you trace the history of Netflix, which we’ve invested in since 1999 and are still one of the largest shareholders. The theme of this episode is how to scale unicorns. Jonathan Siddharth .

Partner 132

Partner Cofounder Retention Acquisition 132

abovethecrowd.com

APRIL 20, 2016

One key to this population growth has been the remarkable ease of the Unicorn fundraising process: Pick a new valuation well above your last one, put together a presentation deck, solicit offers, and watch the hundreds of million of dollars flow into your bank account. The same thing happened to many Internet stocks.

IPO 40

IPO Term Sheet Valuation Silicon Valley 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. Want to start up in France?

Technology 191

Technology Product San Francisco CTO Hire 191

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

SoCal CTO

JANUARY 5, 2011

Both Sides of the Table , July 22, 2010 An updated Digital Trends presentation - Jeff Hilimire , June 2, 2010 I do what I hate - Jessica Mah , January 7, 2010 Startup Equity Allocation - charliecrystle.com , January 11, 2010 When good investment decisions end up backing more women CEOs: Conversation with Cameron Lester at Azure Capital.

Startup 378

Startup Silicon Valley Term Sheet Venture Capital 378

Both Sides of the Table

AUGUST 30, 2010

This has been especially true for angels or seed investors as there is a new thesis that less capital is needed to start Internet companies so more money is being spent at this phase of the funding lifecycle. While not 1999 all over again but I am observing first-hand the signs of funding frenzy.

Entrepreneur 298

Entrepreneur Technical Review Balance Sheet Government 298

abovethecrowd.com

JUNE 2, 2021

The primary argument Chris is making is that Procore ended up at a better relative valuation (from his perspective) to its peers than did Squarespace, and that the clear reason this happened was the choice of an IPO (his preferred decision) over a Direct Listing (which he implies is a bad choice). Party A is locked up at time T+1.

IPO 82

IPO Customer Matching Silicon Valley 82

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.

Government 280

Government Distribution Stock United States 280