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Putting Twitter’s IPO in Perspective

Agile VC

Twitter’s IPO has garnered a ton of attention in the tech and popular press. So their revenue figures, pre IPO financing and ownership, and other info is all widely available. Growth IPOs Are Back. Tomorrow we’ll know Twitter’s market cap definitively, at least near term. Why are media businesses so valuable?

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

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

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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

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
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Lyft S-1: Kicking Off the Decacorn Bonanza of 2019

Agile VC

So it’s not really the case that Lyft’s riders (in aggregate) are using the service more often, but rather Lyft is getting much better at netting more revenue per active rider. Again as I highlighted above, in aggregate Lyft’s users aren’t taking dramatically more rides today then they were 3+ years ago. So what about those cohorts?

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It's a startup, not a spreadsheet

Startup Lessons Learned

It’s entirely possible for the startup to be a massive success without having large aggregate numbers, because the startup has succeeded in finding a passionate, but small, early adopter base that has tremendous per-customer behavior. The visionary’s lament The Superbowl ad test Lo, my 57692 subscribers, who are you? Expo SF (May.

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

Agile VC

So Groupon obviously filed their S-1 the other day to formally being the IPO process. Keep in mind Yipit is an indirect competitor in the daily deals space (essentially a meta aggregator of deals sites), but the analysis is sound IMO. AGILEVC My idle thoughts on tech startups. June 5, 2011.

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Lessons Learned: Validated learning about customers

Startup Lessons Learned

First of all, it means that most aggregate measures of success, like total revenue, are not very useful. Go on an agile diet quickly. With a product development team that is not shipping, any agile methodology will surface major problems quickly. Labels: agile , customer development 15comments: Scott Shapiro said.

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