Steve Blank

SEPTEMBER 14, 2009

The Rise of Mergers and Acquisitions -– March 2003 -2008 After the dot.com bubble collapsed, the IPO market (and most tech M&A deals) shutdown for technology companies. In the Fall of 2008, the credit crisis wiped out mergers and acquisitions as a path to liquidity as M&A collapsed with the rest of the market. So what’s left?

Silicon Valley 233

Silicon Valley IPO Technical Review Venture Capital 233

View from Seed

SEPTEMBER 14, 2021

One thing that jumps out quickly is that TVPI between 2004-2010 (avg 2.6x) has underperformed 2011-2017 (avg 3.0x). The chart below illustrates this, with the black vertical line representing the average VC return. But what do we see from some of the more recent (but mature) vintages? Was this a lost decade for venture capital?

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

View from Seed

SEPTEMBER 14, 2021

One thing that jumps out quickly is that TVPI between 2004-2010 (avg 2.6x) has underperformed 2011-2017 (avg 3.0x). The chart below illustrates this, with the black vertical line representing the average VC return. But what do we see from some of the more recent (but mature) vintages? Was this a lost decade for venture capital?

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

Startup Professionals Musings

APRIL 21, 2010

Among a sample of companies started in 2004, two-thirds of founders were in the 35-54 age bracket. The 55-64 age bracket exhibited the highest rate of entrepreneurial activity every year from 1996 to 2008, while the 20-34 bracket actually had the lowest rate. The vertical axis measures the “percentage of individuals.

Silicon Valley 233

Silicon Valley Investment Bankers Affiliate Vertical 233

ConversionXL

MARCH 19, 2013

Jeffrey Zeldman (@zeldman) May 5, 2008. Tullis and Wood (authors of a prominent study, 2004) recommend testing twenty to thirty users for card sorting. Should the main menu be horizontal or vertical? If you do use vertical menus, make sure they’re aligned left. Content precedes design. How many users to test with?

Architecture 128

Architecture Metadata Vertical Global 128

View from Seed

SEPTEMBER 14, 2021

One thing that jumps out quickly is that TVPI between 2004-2010 (avg 2.6x) has underperformed 2011-2017 (avg 3.0x). The chart below illustrates this, with the black vertical line representing the average VC return. But what do we see from some of the more recent (but mature) vintages? Was this a lost decade for venture capital?

Valuation 156

Valuation Pre-Money Valuation Distribution Early Stage 156

Both Sides of the Table

FEBRUARY 12, 2017

But I knew I had to look for investments in “software meets X (often known as Vertical Software solutions)” rather than necessarily horizontal enterprise software applications. The 30-minute interview of Jonah Peretti is here but my summary in the notes below. An obvious vector for me would be software for the media industry.

Media 210

Media Los Angeles Russia Viral 210