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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

Cliff Notes S-1: Kayak. Last week ZipCar began trading and has a market cap of about $1 billion. I’m pleased to now turn to Kayak’s S-1 filing. Filing Date: initial S-1 filed Nov 17, 2010 , updated March 9, 2011. Financial Snapshot: 2010 Revenue: $170 million. How to Evaluate Firms for a Seed VC.

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Do Less. More.

Both Sides of the Table

There’s too much PR and too many tech blogs and too many newsletters and aggregators and Twitter summarizers to even try to catch everything that’s going on and equally there’s so much noise that it becomes harder to be heard. They’re doing how much in SaaS revenue? You own how much?” Year in, year out.

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What Did I Learn From the First VC Check I Ever Wrote?

Both Sides of the Table

I became a VC 12 years ago in 2007 when the pace of deals was much slower. Invoca is now doing 10s of millions in recurring revenue and is growing > 75% year-over-year but it took the first 3 years to really build out the technology and acquire our initial enterprise clients. Over the past 2.5

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Cracking The Code: State of the SaaS 13: Q1 2010 Sentiment

Cracking the Code

1) Slightly improved sentiment for 2010, but companies are still planning for a long recovery The following chart compares the median growth rate for the SaaS 13 group both in November 2009 after the Q3 reporting season and in March 2010 after the Q4 reporting season. anecdotes. (13). Cloud Computing. (1). Europe Consumer. (1). internet. (6).

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The 10 laws of SaaS unveiled at Bessemer CEO Summit

Cracking the Code

2007 was a turning point for the SaaS industry with the successful IPOs of NetSuite, SuccessFactors, DemandTec, Salary.com, Aprimo and Constant Contact. The 23rd started with a quick overview of the achievement of our Software and SaaS portfolio in 2007 presented by Byron Deeter, the co-head of our West Coast SaaS practice.

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Cracking The Code: Happy New Year 2008!

Cracking the Code

You have been 2,950 to visit the site in 2007 and you looked at 3,920 pages. Looking back at 2007, I wanted to give a quick overview of the investments I have been involved with, since I have not blogged about any of them yet. Overall, I spent about 1/3 of my time looking at Web 2.0 Monday, January 28, 2008. Happy New Year 2008!

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Customers Love Free Stuff … But That’s Not Your Problem

abovethecrowd.com

In the marketing announcements from SoFi and Robinhood, they focus entirely on element 2 of this system without mentioning that the entire program is dependent on the continued exploitation of these companies through intentional underpricing (Element 1). ” 1) Agency/Bias Issues With Respect to Advisors.

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