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The Consumerization of Business Software ? AGILEVC

Agile VC

October 28, 2011. 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. © 2011 GenuineVC - All rights reserved. Previous Entries.

Software 100
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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

April 17, 2011. GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. Quinstreet priced at $15.00/sh

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

Agile VC

June 5, 2011. Filing Date: initial filing June 2, 2011. Run Rate Revenue: $2.6B (Q1 2011 annualized). Revenue Growth: 2241% YoY (2010 vs 2009), 1357% YOY (Q1 2011 vs Q1 2010). Run Rate Gross Profit: $1.1B (Q1 2011 annualized). Featured merchants (may not have tipped): 56.8K (Q1 2011), 66.3K (2010), 2.7K (2009).

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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. More interestingly Montgomery expect the M&A market to grow to 600 in 2011 and 750 in 2012. Love to hear more views! .

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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

May 26, 2011. Online social networking is a concept still being evangelized even in Silicon Valley… Friendster is in private beta (wasn’t until Oct 2003 they received Google acquisition offer which they turned down for Kleiner/Benchmark round). © 2011 GenuineVC - All rights reserved. A lot has changed.

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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.

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

Agile VC

Patents and the threat of patent infringement lawsuits provide maximum leverage against a competitor when they’re in the middle of a strategic inflection point… a major financing, acquisition, or large product launch. © 2011 GenuineVC - All rights reserved. What’s Your Favorite Future? Previous Entries.

IP 100