VC Cafe

JANUARY 24, 2021

“It follows that the goal of forecasting is not to see what’s coming. It is to advance the interests of the forecaster and the forecaster’s tribe.” Streaming, gaming, ecommerce increased adoption rapidly, advancing 10 years in the space of a few months. PHILIP TETLOCK, SUPERFORECASTING: THE ART AND SCIENCE OF PREDICTION.

Technical Review 207

Technical Review Audio Forecast Social Media 207

Steve Blank

APRIL 1, 2020

Forecasted recovery date. Sales pipeline/forecast. Others are cutting their valuations. I listened in on a board call with an enterprise software company this week, and when the CEO said, “Our VP of sales assured me our pipeline won’t be affected.” Shelter in place yes/no? Actively buying? Not returning calls?

South Korea 334

South Korea Salary Business Model China 334

ConversionXL

APRIL 12, 2017

Analytic: A measure software can track. Create a revenue forecast before you even run the experiment. You can forecast what you think your forecast + seasonal curves will look like. The CEO doesn’t care about his website, he cares about his valuation (i.e. Sell CRO by calculating the valuation increase.

San Antonio 86

San Antonio Metrics B2B Analytics 86

The Equity Kicker

MARCH 7, 2016

But as deals get bigger analysis of forecasts and the financial impact on the acquirer become much more important. Also very important to note is that the number of acquisitions declines precipitously as the valuation rises. All this is written primarily with ecommerce, marketplace and software companies in mind.

Acquisition 60

Acquisition Intellectual Property Investment Bankers Valuation 60

Cracking the Code

OCTOBER 13, 2020

UiPath broke that milestone this summer, in just nine months, establishing Europe as a major global center for software innovation. There are now eight software companies north of a $100 billion market cap, representing $2.7 trillion of market value. Europe has also joined the race with its first Cloud giants.

Europe 71

Europe Cloud Silicon Valley 71

Up and Running

DECEMBER 9, 2014

For this discussion, we were joined by CEOs Jared Hecht of Fundera, Joshua Reeves of ZenPayroll, Matt Rissell of TSheets, and our own Sabrina Parsons of LivePlan and Palo Alto Software. Then now into TSheets which is a subscription based software with a much different model so again thank you for having us, having me on the panel.

Small Business 95

Small Business Finance Forecast Metrics 95