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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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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. 2010 Operating Income: $16 million.

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

Agile VC

It is more remarkable for a large, well-known company that’s an actual operating business like Yahoo! First, Leader is an “operating business”, not an “IP holding company. © 2011 GenuineVC - All rights reserved. to do so which is why there’s a lot more press around that. link] Harry.

IP 100
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Facebook S-1: The Most Anticipated IPO in a Decade ? AGILEVC

Agile VC

How They Do It : Operate a social network at Facebook.com, through Facebook’s mobile apps, and the Facebook Platform which lets other websites extend Facebook’s tools for authentication and social sharing. Financial Snapshot : 2011 Revenue: $3.71 2011 YoY Revenue Growth: 88%. 2011 Gross Profit Margin: 77%.

IPO 100
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Ethos: What 'Blank Canvas' Means to NextView ? AGILEVC

Agile VC

As many of you may know, we have a section on the NextView website called “Ethos” where we describe five key principles to how we operate. © 2011 GenuineVC - All rights reserved. Ethos: What ‘Blank Canvas’ Means to NextView. April 27, 2012. The last is Blank Canvas which I wanted to touch upon today.

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Netflix / Qwikster Split Was Brilliant (and Necessary)? 2 Long Term.

Agile VC

September 19, 2011. Lots of us woke up this morning to an email from Reed Hastings about Netflix splitting it’s streaming and DVD-by-mail businesses into two separate operations (each w/ it’s own brand). © 2011 GenuineVC - All rights reserved. What’s Your Favorite Future? Previous Entries.

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Opportunistic & Thematic Investing ? AGILEVC

Agile VC

2) Vast Human Capital Outside Our Walls - Rob, David, and I all try to draw on our experience as founders, operators, and investors in software & internet companies both in looking at new startups and forming investment themes. © 2011 GenuineVC - All rights reserved. What’s Your Favorite Future? Previous Entries.