Agile VC

APRIL 30, 2019

2019 is off to an exciting start for IPOs of VC-backed startups. In some respects though Zoom has had the most “successful” IPO of the three companies, which has surprised some folks. And Zoom has become the most valuable of the three in terms of market cap though daily fluctuations put it and Lyft fairly close ($16B+).

IPO 100

IPO B2B B2C Institutional Investors 100

Startup Lessons Learned

MARCH 25, 2009

Lessons Learned by Eric Ries Wednesday, March 25, 2009 The Lean Startup at Agile Vancouver April 21st A surprising number of respondents in the latest Lessons Learned survey hail from one of the flourishing startup hubs in Canada. Combining agile development with customer developm. And when did there get to be 3000 of you?

Agile 60

Agile Lean San Francisco Continuous Deployment 60

BeyondVC

APRIL 4, 2018

While one of the darlings of the last 10 years, Facebook, is getting pummeled, the enterprise market is back in the spotlight. Look at the Dropbox IPO which priced above its initial value and came out white hot at the end of one of the worst weeks in stock market performance. The real story in my mind is about what’s next.

Cloud 60

Cloud Agile Architecture Azure 60

Agile VC

NOVEMBER 6, 2013

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. Tomorrow we’ll know Twitter’s market cap definitively, at least near term. Growth IPOs Are Back.

IPO 194

IPO Aggregator B2B Internet 194

Steve Blank

MAY 9, 2017

I’ve seen the Valley grow from Sunnyvale to Santa Clara to today where it stretches from San Jose to South of Market in San Francisco. For life sciences it was the Genentech IPO in 1980 that proved to investors that life science startups could make them a ton of money. And while new markets were created (i.e.

Restful 222

Restful Silicon Valley Puerto Rico San Jose 222

Agile VC

NOVEMBER 9, 2015

Square filed its S-1 several weeks ago and is now in the middle of its IPO road show process. A bunch of articles came out saying that Square had “priced” their IPO below last round and this was something terrible ranging from the bursting of a tech bubble to the coming of the apocalypse.

IPO 165

IPO .Net Revenue Acquisition 165

Startup Lessons Learned

JULY 15, 2010

Lessons Learned by Eric Ries Thursday, July 15, 2010 Some IPO speculation Inspired by Steve Blank’s post today about the “lost decade&# of IPO’s , I’d like to make some predictions. The fact that IPO’s are disappearing makes intuitive sense to me. Let me be clear: Steve is the historian.

IPO 166

IPO San Francisco Lean Silicon Valley 166

Steve Blank

MARCH 18, 2011

Dot.com Bubble ( 1995-2000): “ Anything goes” as public markets clamor for ideas, vague promises of future growth, and IPOs happen absent regard for history or profitability. They taught you about customers, markets and profits. The goals were “first mover advantage,” “grab market share” and “get big fast.”

Internet 334

Internet IPO Silicon Valley Agile 334

VC Cafe

AUGUST 2, 2022

To live to its potential as a core part of the Metaverse Meta has to overcome a challenging market and a confused brand. Roblox is publicly traded and has a market cap of $27.2 billion as of August 1st 2022, a drop from it’s IPO at approximately $38 billion but relatively steady since Dec. but still lost $2.8

IP 206

IP Cofounder Valuation Acquisition 206

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

Startup Lessons Learned

SEPTEMBER 15, 2008

But by taking advantage of open source, agile software, and iterative development, lean startups can operate with much less waste. So far, I have found "lean startup" works better with the entrepreneurs Ive talked to than "agile startup" or even "extreme startup.") Of course, many startups are capital efficient and generally frugal.

Lean 168

Lean San Francisco Startup Continuous Deployment 168

Agile VC

JANUARY 13, 2016

Many people valued Zynga and Groupon at $20-30B+, both buyers of shares on secondary markets and investment banks during the run up to IPO. But growth dried up (due to competitive pressures, changes in business model, etc) and today Zynga has a market cap of $2.2B and Groupon’s is $1.6B.

Technical Review 157

Technical Review .Net Revenue Software Review 157

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. Much of the press on the company’s IPO highlights this fact, which is easy to discern from a casual read of the S-1. I’ll break down Chewy’s business based on their recent S-1 filing here.

Leadership 100

Leadership .Net Revenue Acquisition 100

Startup Lessons Learned

SEPTEMBER 2, 2008

We wanted an agile approach that would allow us to build our software architecture as we needed it, without downtime, but also without large amounts of up-front cost. You can also download our presentation, " Just-In-Time Scalability: Agile Methods to Support Massive Growth." Expo SF (May.

San Francisco 94

San Francisco Continuous Deployment Agile Lean 94

Startup Lessons Learned

JANUARY 30, 2009

This is why agility is such a prized quality in product development. Labels: agile , customer development 5comments: William Pietri said. Seems like all of these problems can be to some degree addressed with agile development methods. Even a great architecture becomes inflexible. We can skip the chasm. Great post! Expo SF (May.

San Francisco 150

San Francisco Lean Agile Continuous Deployment 150

Startup Lessons Learned

SEPTEMBER 7, 2008

In addition to presenting the IMVU case, we tried for the first time to do an overview of a software engineering methodology that integrates practices from agile software development with Steves method of Customer Development. Ive attempted to embed the relevant slides below. What about a hardware business with some long-lead-time components?

Customer Development 131

Customer Development Engineer San Francisco Developer 131

Startup Lessons Learned

JULY 13, 2009

Lessons Learned by Eric Ries Monday, July 13, 2009 The Principles of Product Development Flow If youve ever wondered why agile or lean development techniques work, The Principles of Product Development Flow: Second Generation Lean Product Development by Donald G. I think Eric missed his true calling as a Marketeer.

Product Development 153

Product Development Developer San Francisco Product 153

Startup Lessons Learned

NOVEMBER 4, 2008

Boyd emphasized the importance of agility in combat: "the key to victory is to be able to create situations wherein one can make appropriate decisions more quickly than ones opponent." Lean startups have the ability to use this commodity stack to lower costs and, more importantly, reduce time to market. Agile software development.

Lean 102

Lean San Francisco Agile Continuous Deployment 102

Startup Lessons Learned

AUGUST 3, 2009

As I talked about in a previous interview, IMVUs original MVP took us six months to bring to market. Refreshing to finally see lean and agile thinking emerge in product/business-floors and not only in technology. Iterate quickly to uncover true market demands. Thank you. I know it's going to help me immensely! Thanks Eric.

San Francisco 168

San Francisco Product Lean Continuous Deployment 168

Startup Lessons Learned

JUNE 2, 2010

As start-ups scale, this agility will be lost unless the founders maintain a consistent investment in that discipline. As start-ups scale, this agility will be lost unless the founders maintain a consistent investment in that discipline. Start-ups supposedly dont have time for detailed processes and procedures. Expo SF (May.

Technical Review 132

Technical Review San Francisco Lean Continuous Deployment 132

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. Last week ZipCar began trading and has a market cap of about $1 billion. Pre-IPO Funding History: Kayak has raised approximately $235M in VC funding to date. Quinstreet priced at $15.00/sh

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Startup Lessons Learned

DECEMBER 16, 2009

For those whove heard it, it contains a length discourse on the subject of agile software development and extreme programming, including its weaknesses when applied to startups. As Im pontificating about agile, I see the name Kent Beck in my peripheral vision. Now, this webcast was packed, hundreds of people were logged in.

Lean 140

Lean San Francisco Continuous Deployment Startup 140

Startup Lessons Learned

NOVEMBER 8, 2008

But too often when its time to think about customers, marketing, positioning, or PR, we delegate it to "marketroids" or "suits." Many of us are not accustomed to thinking about markets or customers in a disciplined way. a roadmap for how to get to Product/Market Fit." Theory of market types.

Customer Development 168

Customer Development Developer San Francisco Customer 168

Agile VC

FEBRUARY 2, 2012

Facebook S-1: The Most Anticipated IPO in a Decade. Here’s my first look at Facebook viewed through the lens of their IPO filing. Plus Facebook has ample cash on hand today and will get a huge slug more from the IPO. How to Evaluate Firms for a Seed VC. How To Think About The Future. February 2, 2012.

IPO 100

IPO South Korea Venezuela Revenue 100

Startup Lessons Learned

NOVEMBER 7, 2008

Even more importantly, you can start to experiment with feature set, positioning, and marketing - all without building a product. Labels: customer development , search engine marketing 13comments: Jim Lindstrom said. If you cant find any , maybe that means you havent figured out who your customer is yet. A very interesting strategy.

Demand 167

Demand San Francisco Lean Continuous Deployment 167

Steve Blank

JULY 15, 2010

The collapse of the IPO market and dysfunctional math in the venture capital community has stacked the odds against you. Startup lifecycle in an IPO Market. Netscape’s 1995 IPO changed the rules. Suddenly there was a public market for companies with limited revenue and no profit. Here’s why.

Venture Capital 297

Venture Capital IPO Liquidity Event Entrepreneur 297

Startup Lessons Learned

OCTOBER 5, 2008

But I have a special sympathy for the "product manager" in a startup that is bringing a new product to a new market, and doing their work in large batches. Eventually, I hope to get them on a full agile diet, with TDD, scrums, sprints, pair programming, and more. October 6, 2008 12:17 AM r& said. Expo SF (May.

San Francisco 158

San Francisco Management Software Review Product 158

Startup Lessons Learned

SEPTEMBER 10, 2008

Lessons Learned by Eric Ries Wednesday, September 10, 2008 Smarticus — 10 things you could be doing to your code right now Smarticus — 10 things you could be doing to your code right now A great checklist of techniques and tools for making your development more agile, written from a Rail perspective. Expo SF (May.

Software Review 68

Software Review San Francisco Technical Review Continuous Deployment 68

Startup Lessons Learned

APRIL 9, 2009

Thats the essence of so many of the lean startup techniques Ive evangelized: customer development , the Ideas/Code/Data feedback loop , and the adaptation of agile development to the startup experience. blader : @ericries my #1 takeaway from #leanstartup : "No marketing team. No engineering team. This is my take on that idea.

San Francisco 132

San Francisco Continuous Deployment Lean Agile 132

Agile VC

NOVEMBER 7, 2019

Companies are retrenching, VC firms are going through their own upheavals, and IPOs are non-existent. Razor thin or negative gross margins are accepted (or even ignored) on the widely accepted view that growth and market share are what really matters in terms of value creation. Facebook becomes a $500B+ market cap company.

IPO 100

IPO Early Stage Cofounder B2C 100

Startup Lessons Learned

JUNE 22, 2009

Each has its own iterative process: customer development and agile development respectively. As Steve writes in the Four Steps to the Epiphany , we always seek to find a market for the product as currently specified , not conduct a focus group to tell us what the spec should be. So how do you know its time to change direction?

San Francisco 167

San Francisco Lean Continuous Deployment Agile 167

Startup Lessons Learned

FEBRUARY 28, 2009

This builds on a lot of great thinking that has come before, like the agile movements insistence that only the creation of working code counts as progress for a software development team. President Work in small batches Continuous deployment with downloads What is a market? (a Expo SF (May. Expo (and a call for he.

San Francisco 98

San Francisco Continuous Deployment Lean DC 98

Agile VC

MAY 26, 2011

Google is still a private company (their IPO was Aug 2004). The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. link] bussgang.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Startup Lessons Learned

JULY 30, 2009

In 2002 I became exposed to the idea of “agile software development&# and subsequently was a first round investor in Rally Software which is now the market leader in Agile application lifecycle management software. The visionary’s lament The Superbowl ad test Lo, my 57692 subscribers, who are you? Expo SF (May.

Lean 68

Lean San Francisco Continuous Deployment DC 68

Startup Lessons Learned

NOVEMBER 29, 2008

The six key attributes spell ABCDEF: Agility. When talking about their past experience, candidates with agility will know why they did what they did in a given situation. To probe for agility, you have to ask the candidate questions involving something that they know little about. I have found this quite rare in engineers.

San Francisco 146

San Francisco Lean Agile Java 146

Startup Lessons Learned

SEPTEMBER 22, 2008

Either way, you can use any marketing channel thats available to bring in new customers, including word of traditional advertising, SEO, SEM - wherever you can find prospects who are going to find your product addicting. All three probably make attempts at world-of-mouth marketing - its just that for Viral, its life-or-death.

San Francisco 167

San Francisco CPA SEM CTO Hire 167

Startup Lessons Learned

FEBRUARY 10, 2009

Heck, thats what it says right there in the agile manifesto. Labels: agile , continuous deployment , lean startup , product development , Test-driven development 4comments: Nivi said. President Work in small batches Continuous deployment with downloads What is a market? (a But it worked. We made it. So can you. Expo SF (May.

Continuous Deployment 123

Continuous Deployment San Francisco Software Review Lean 123