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Go early, go late, or go home

BeyondVC

I see this as a trend that will only accelerate in the next few years as you have venture funds, LBO shops, and even hedge funds get into the tech buyout action. Witness the recent Sungard deal and others. If the private investors are willing and able to pay $11.3b for a company then no public software company is sacred.

LBO 60
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When Does Zynga Become a Value Stock?

Agile VC

Given Marc Pincus’s voting control, being acquired is presumably not in the cards for Zynga and a take private or LBO would be nearly unthinkable in the near term so there’s little chance of an M&A situation to arbitrage. But at what point does Zynga become a value play?

Stock 160
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Planning for a Harvest - Startups and angels: Along the way to success

Tim Keane

In a lot of startups (especially good ones) the founder/CEO/leader is a customer-oriented sales person. Because of the virtuous feedback loop right at the center of the company, innovations for customer benefit come more rapidly. Even with bumps along the way, the major customer facing components add up to more and more success.

Harvest 60