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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

In 2010 I deconstructed the filings for GameFly and Quinstreet. GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. Filing Date: initial S-1 filed Nov 17, 2010 , updated March 9, 2011. Financial Snapshot: 2010 Revenue: $170 million.

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Good Times Ahead for VC-backed Tech Companies?

Both Sides of the Table

We meet to discuss trends in the industry and to find ways to work together to help with SoCal deal syndication – somethings that happens automatically on Sand Hill Road in NorCal due to proximity. Montgomery expects M&A to rebound to the normal recent levels at 450 deals by 2010. What are your predictions for the road ahead.

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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

Financial Snapshot: 2010 Revenue: $713M. Revenue Growth: 2241% YoY (2010 vs 2009), 1357% YOY (Q1 2011 vs Q1 2010). 2010 Gross Profit: $280M. Gross Profit Margins: 42% (Q1 2011), 39% (2010), 36% (2009) –> i.e. for every $1 of Groupons sold, the company currently keeps $0.42 in net revenue and passes $0.58

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The Consumerization of Business Software ? AGILEVC

Agile VC

There’s a couple different forces I see at work: 1) Selling & Customer Acquisition - In the last 5 years, the biggest force in business software was the impact of the cloud as an infrastructure layer and product/service delivery mechanism. companies on user acquisition are increasingly being applied to SaaS companies.

Software 100
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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

To give you a sense, for 2002 the entire US online ad market was $6B and had shrunk year over year (it was $25B+ for 2010). We’re just a little start-up with a big, big dream…We’ve just launched [link] in December 2010. I co-founded NextView Ventures , a seed-stage VC firm based in Boston, in 2010.

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Yahoo! vs Facebook: Lame Lawsuit, Good Timing ? AGILEVC

Agile VC

It was filed in 2005 and issued in 2010 which means there was a good deal of prior art around SNS before Yahoo filed. I co-founded NextView Ventures , a seed-stage VC firm based in Boston, in 2010. Regarding social networking, Yahoo! Read More ».

IP 100
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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

On the consumer facing side, the number of companies doing multiple acquisitions of $100M+ was extremely short… Google, eBay/PayPal, Amazon, and Microsoft are at the top of the list. <$100M) acquisitions for several years now, but they’ve mainly been acquihires. IAC and Yahoo! Author howerl. Filed under Uncategorized.