View from Seed

SEPTEMBER 14, 2021

That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. This is particularly relevant for VC funds because they do not follow a normal distribution, they follow the power-law curve.

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

View from Seed

SEPTEMBER 14, 2021

That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. This is particularly relevant for VC funds because they do not follow a normal distribution, they follow the power-law curve.

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

Steve Blank

SEPTEMBER 14, 2009

Tech acquisitions went crazy at the same time the IPO market did. 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. And some companies didn’t even have to go public to get liquid. billion.) So what’s left?

Silicon Valley 235

Silicon Valley IPO Technical Review Venture Capital 235

View from Seed

SEPTEMBER 14, 2021

That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. This is particularly relevant for VC funds because they do not follow a normal distribution, they follow the power-law curve.

Valuation 156

Valuation Pre-Money Valuation Distribution Early Stage 156

Occam's Razor

OCTOBER 14, 2014

If you've read my first book Web Analytics: An Hour A Day, you know that I've advocated this strategy since 2008! Any big changes in your marketing/customer acquisition strategy over the last time period (more money doing Search, less money in Email, elimination Facebook as it does not work, etc., See Page 269. :).

Analytics 133

Analytics Vertical Metrics Web 133

Both Sides of the Table

JUNE 18, 2010

Founded in November 2008 by Jack Moffitt and Patrick Mahoney; CEO is Gerry Campbell (ex-AOL, ex-Reuters/OpenCalais). Reportedly, Softbank and Zynga have discussed jointly distributing games through Softbank’s mobile-phone service in Japan and other countries. Network of vertical focused sites: BeachMint, BeachMint, WineMint, etc.;

Venture Capital 225

Venture Capital Non-Compete Vertical Europe 225

The Next Web

OCTOBER 2, 2013

Founded in 2008, Shanghai-based CooTek is the company behind TouchPal X Keyboard and TouchPal Contacts , which lets you type contact names directly on your smartphone’s dial pad. Distribution and cashflow pose challenges in China. CooTek is Chinese but targeted Western consumers first. Being copied is a huge problem in China.

China 122

China Developer Intellectual Property Mobile 122