Steve Blank

SEPTEMBER 14, 2009

On top of all this it was considered very bad form not to have at least four additional consecutive quarters of profits after an IPO.) The IPO Bubble – August 1995 – March 2000 In August 1995 Netscape went public, and the world of start ups turned upside down. Tech acquisitions went crazy at the same time the IPO market did.

Silicon Valley 223

Silicon Valley IPO Technical Review Venture Capital 223

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. 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. =. Quinstreet priced at $15.00/sh

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. The International segment appears to have similar profitability as the North America business though as it accounted for roughly the same proportion of adjusted operating income. AGILEVC My idle thoughts on tech startups. June 5, 2011.

North America 100

North America Chicago Boston Silicon Valley 100

Agile VC

MARCH 8, 2012

Tech IPOs Are Back – So Now What? Three of the five “blockbuster” tech IPOs I predicted have happened (LinkedIn, Groupon, Zynga) and the biggest of all (Facebook) has filed and will likely go public within the next 90 days. I see several dynamics at work in today’s IPO markets. March 8, 2012.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

View from Seed

JUNE 13, 2019

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. 2) Impressive cohort growth & stability.

Leadership 214

Leadership .Net Revenue Acquisition 214

Agile VC

JUNE 13, 2019

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. 2) Impressive cohort growth & stability.

Leadership 100

Leadership .Net Revenue Acquisition 100

K9 Ventures

OCTOBER 10, 2017

Typically, Pre-Seed rounds are less than $1M in aggregate capital raised. 6M-$15M used to scale customer acquisition and revenue). Q: What are some Pre-Seed funds operating today? It is what Seed used to be from 2009-2013, until the Seed rounds got fat and bloated and the bar for raising a Seed round became a lot higher.

Seed Stage 82

Seed Stage Finance Later Stage Equity 82