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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

Distribution revenue is CPC and CPA. . Historically more revenue came from distribution/lead-gen (57% in 2007), but this tipped in 2008 though appears to be steady from 2009 to 2010 at about 58% advertising and 42% distribution. Kayak generates both distribution (i.e. Pre-money valuation was approx.

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State of VC 2.0

View from Seed

Q: What is going to happen to the cost of capital? Q: What is the opportunity cost of not being in tech? That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future.

Valuation 319
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Shark Tank Season 4 week 7 breakdown

Lightspeed Venture Partners

The company sought to raise $125,000 for 25% of the comapny, implying a $375,000 pre money valuation. Unsurprisingly, all the sharks passed, based on market size and valuation expectations. The company was started six weeks ago, had no sales and no retail distribution yet.

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State of VC 2.0

View from Seed

Q: What is going to happen to the cost of capital? Q: What is the opportunity cost of not being in tech? That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future.

Valuation 295
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A VC’s take on the Season 5 premier of Sharktank

Lightspeed Venture Partners

The smartphone app that enables this is free but it costs $2.49 to fund the company at a $6M post money valuation from a number of investors including Selena Gomez. pre money valuation and planned to use the money to market the app. pre money valuation). pre money valuation.

article thumbnail

State of VC 2.0

View from Seed

Q: What is going to happen to the cost of capital? Q: What is the opportunity cost of not being in tech? That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future.

Valuation 156
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Shark Tank Season 4 week 4 breakdown

Lightspeed Venture Partners

He had been at it for 6 months and had no sales or distribution lined up yet. They are seeking $40k for a 33% stake and want investors who can provide introductions for distribution and licensing on their behalf. As he said, “Great innovations solve problems or reduce costs. The entrepreneur was clearly desperate.