VC Cafe

JANUARY 14, 2022

The Israeli innovation authority deems the sector suffers from ‘ chronic employee shortage’ The battle for talent has meant that companies had to lure potential employees with billboards, influencer videos, referral schemes, etc. Plenty of fresh powder in the market across stages. billion (15.8% Mitigating Factors.

Technical Review 158

Technical Review Lock-up Period South Korea 158

Up and Running

NOVEMBER 12, 2014

Common exit strategies include being acquired by another company, the sale of equity, or a management or employee buyout. Management buyout: If you’ve built a business whose legacy you want to see continued long after you’re gone, you may want to consider turning to your employees. Who needs an exit strategy?

Exit Strategy 117

Exit Strategy Lock-up Period Merger IPO 117

VC Cafe

SEPTEMBER 24, 2021

Becoming a unicorn doesn’t equal immortality – it’s just a value pegged in the private markets and Unicorns are susceptible to failure like any other startup. For example, in the case of Ironsource alone, Israeli newspaper Calcalist estimated that over 230 employees made over $1 million.

Lock-up Period 218

Lock-up Period Merger IPO 218

Haystack

DECEMBER 28, 2019

In 2018, both Apple & Amazon crossed the trillion-dollar market cap benchmark. These companies exemplify the compounding network effects, lock-in, and lopsided economics that accrue to technologies generally and software specifically. 2/ The Global Culture Clash And Bull Markets Effect. 4/ The Trillion-Dollar Network Effect.

China 146

China Startup Lock-up Period Cap Table 146

View from Seed

MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Market Cap. might have a market cap of $150B+. ARPUs/year. Salesforce = $2,200+.

Lock-up Period 168

Lock-up Period Retention Azure .Net 168

Haystack

DECEMBER 30, 2018

Well, actually, quite a few tech companies IPO’d in 2018, though many of those are a bit underwater now given December’s public market volatility. If things hold up through lock-up periods, waves of cash will wash up in northern California. December public market volatility was pretty messy.

Lock-up Period 103

Lock-up Period IPO New York Warrant 103

Agile VC

MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Market Cap. might have a market cap of $150B+. ARPUs/year.

Lock-up Period 100

Lock-up Period Retention Azure .Net 100