Agile VC

OCTOBER 27, 2011

October 28, 2011. I’m not the first person to describe this trend, and my prior background has been primarily as a consumer web guy more than in B2B companies. But in the next 5 years the web and mobile app stores will increasingly be a force in selling and customer acquisition for busines software.

Software 100

Software B2B Silicon Valley Acquisition 100

Agile VC

MAY 21, 2012

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. On the B2B SaaS side or enabling services (e.g. <$100M) acquisitions for several years now, but they’ve mainly been acquihires.

Acquisition 162

Acquisition Silicon Valley B2B Seed Stage 162

Agile VC

AUGUST 12, 2011

August 12, 2011. But unfortunately there’s no magic formula… not getting X million users if you’re a consumer facing startup, or Y customers if you’re B2B SaaS startup, or Z revenue, or whatever. © 2011 GenuineVC - All rights reserved. How to Evaluate Firms for a Seed VC. What’s Your Favorite Future?

Seed Stage 113

Seed Stage Silicon Valley B2B Acquisition 113

Agile VC

MAY 16, 2012

Back in 2010 we were observing more and more new B2B startups emulating the product and customer acquisition strategies of existing consumer web companies which my partners & I have long been familiar with. © 2011 GenuineVC - All rights reserved. What’s Your Favorite Future? Previous Entries.

Seed Stage 124

Seed Stage Silicon Valley B2B Syndicate 124

Agile VC

FEBRUARY 21, 2012

We held our initial close in March 2011 and then wrapped up the final commitments towards the end of 2011. The first of these to exit was recently announced, with Groupon’s acquisition of Hyperpublic , though most of the portfolio will continue to build for a long time. © 2011 GenuineVC - All rights reserved.

LP 100

LP Seed Stage Silicon Valley Limited Partner 100

Agile VC

MARCH 8, 2012

The secondary wave of VC-backed IPOs has also come to fruition… both consumer facing (Yelp, Demand Media, Pandora, Carbonite, HomeAway, Angie’s List, et al) and B2B (Jive Software, Brightcove, Imperva, Responsys, etc). © 2011 GenuineVC - All rights reserved. I see several dynamics at work in today’s IPO markets.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

JUNE 12, 2012

But while it was a little less understood outside the payments world, their acquisition of TxVia theoretically gives them some of the plumbing they’d need to create a store of value or couple a Google mobile payments product to existing financial accounts. © 2011 GenuineVC - All rights reserved. Enough said.

Mobile 250

Mobile Disintermediation SMS Government 250