Remove 2012 Remove Acquisition Remove Cost Remove Syndication
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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

Now that Google’s acquisition of ITA is closed, following lenghty FTC review, it would appear Kayak is poised to proceed with their IPO in the coming months. =. paying for travel data from ITA or others (customers acquisition spend is not included in COGS). This was the large round to fund the acquisition of Sidestep.

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

Agile VC

3) Groupon’s Business is Like An ATM: Groupon is currently unprofitable on a GAAP basis thanks to acquisition related expenses in 2010 as well as ongoing marketing spend to acquire customers. and again only a portion of these subscribers will ultimately buy a Groupon, so the cost to acquire a true customer is higher than that.

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

Agile VC

March 13, 2012. only notified them of potential IP infringement two weeks ago on February 27, 2012 (as described in the lawsuit) and Facebook heard about it through the media rather than in private. Leader on Mar 5 2012. How to Evaluate Firms for a Seed VC. How To Think About The Future. vs Facebook: Lame Lawsuit, Good Timing.

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

Agile VC

February 2, 2012. Filing Date : February 1, 2012. These companies report gross ad revenue but then subtract out “TAC” (Traffic Acquisition Costs) which is basically accounting-speak for the revenue share they pay to the partner sites where the ads actually appear. How to Evaluate Firms for a Seed VC.

IPO 100
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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

March 8, 2012. And finally margins matter… a $50-100M software company can go public given it’s 80-90% gross margins, an e-commerce company with 20-30% gross margins and high customer acquisition costs needs to be much bigger (probably 5-10x at least). 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets?

IPO 100
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Urbanization of Startups ? AGILEVC

Agile VC

April 13, 2012. But more broadly than just that,the direct costs of launching a startup have obviously plummeted which makes being a founder more accessible than historically. 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets? 9 July 2012, 1:10 pm Directr – Tell Your Story 30 June 2012, 1:55 am.

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Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

Agile VC

June 12, 2012. At first glance, mobile payments seem like a no brainer… consumers [seemingly] want the convenience of paying with a phone rather than cash or credit card, merchants dislike the cost associated with accepting credit cards, and mobile ecosystem players (e.g. Is that it? Not really. Great post!

Mobile 250