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How to Scale Support of Portfolio Companies

David Teten

the “TOPSCAN” framework from my research study on value creation by VCs ): T eam-Building – We aggregate openings across our portfolio on our jobs page. We’ve seen in the past that many corporate employees cannot see certain websites, because they’re incorrectly categorized as ‘adult’, ‘job search’, or some other verboten category.

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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). 5) High Productivity: Kayak had 148 employees at the end of 2010.

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Why Entrepreneurs Start Companies Rather Than Join Them

Steve Blank

Companies: In the 20 th century when companies competed with peers with the same business model, they wanted employees to help them execute current business models (whether it was working on an assembly line or writing code supporting or extending current products). Good students are good at all things.”. Is entrepreneurship for everyone?

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Can You Trust Any vc's Under 40?

Steve Blank

In theory when you went public, everyone’s shares were now tradable on the stock exchange, but usually the underwriters required a six month “lockup” when company insiders (employees and investors) couldn’t sell. Tech acquisitions went crazy at the same time the IPO market did. billion.) So what’s left?

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Twitter’s Acquisition, Chirp & Managing Developer Relationships

Both Sides of the Table

In fact, I encouraged my favorite IM aggregator client, Digsby , to go the opposite direction and become a Twitter client also. I think Twitter made a minor gaffe by announcing their Blackberry app and their acquisition of Atebits (Tweetie) before the Chirp conference. The validation from Salesforce.com helps tremendously.

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Facebook’s acqui-hires–$24m on four companies in H1 2012

The Equity Kicker

In its quarterly filing yesterday Facebook disclosed that it spent $24m on ‘talent focused acquisitions’ in the first half of 2012. between them, making the aggregate exit value of these acqui-hires 4.2x, which tells us that if the investors on average had a 24% stake they would have broken even on these deals.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

View from Seed

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. spent by new customers in 2015, that same group (in aggregate) bought $1.65