Version One Ventures

DECEMBER 14, 2021

Every company is now a tech company and multiple technology cycles are going on at the same time – from mobile and cloud to AR/VR, crypto and climate. We had our first IPO ( Coinbase ), quickly followed by a second one ( Cazoo ). Round sizes increased significantly across all stages, as did valuations.

Technical Review 87

Technical Review North America Portfolio IPO 87

Steve Blank

JANUARY 22, 2014

They failed due to: the dearth of deals in the region that have IPO potential and. Today it’s dominated by capital efficient software, web and mobile startups whereas 10 years ago it was dominated by semiconductor and hardware startups that consumed huge amounts of capital before their first dollar in revenue.

Early Stage 286

Early Stage Silicon Valley Oregon Technical Review 286

YoungUpstarts

OCTOBER 23, 2017

PC and mobile interfaces dynamically display portfolio valuations and exposures, along with system-generated investment recommendations tailored to a specific client’s financial goals and risk appetite. Another fund preparing to launch, Global Public Offering Fund, in a piece from CNBC.com last month boldly proclaimed that “the U.S.

Technical Review 131

Technical Review Artificial Inteligence Software Review IPO 131

Startup Professionals Musings

OCTOBER 17, 2022

Mobile and web software apps may cost even less. VCs tend to carry their partners much longer, in hopes of a big public offering (IPO) that could produce a windfall. The cost of entry for tech startups continues to go down. The large investment amounts preferred by VCs are no longer needed to launch winners.

Angel Investor 342

Angel Investor Venture Capital Silicon Valley Portfolio 342

The Next Web

SEPTEMBER 16, 2012

It’s not too late to set up a presence on Pinterest and Instagram, and mobile apps aren’t going anywhere anytime soon. Mobile, Mobile, Mobile! It’s crazy how much web traffic is being served to mobile phones now. You can’t ignore mobile, and yet most of the web isn’t optimized.

API 157

API Social Media Mobile Valuation 157

The Equity Kicker

SEPTEMBER 27, 2013

————————————– A couple of weeks back Twitter acquired a mobile advertising company called Mopub for around $350m in Twitter shares. That way the next IPO will be easier and the one after that will be easier again.

IPO 98

IPO Valuation Stock Advertising 98

The Startup Magazine

SEPTEMBER 4, 2020

For startups and entrepreneurs, awareness of the stock exchanges will help prepare you for a potential public financing of your company through an initial public offering, known as an IPO. Several of the prominent listed firms are China Mobile, HSBC Holdings & Petro China. trillion of delightful market capitalisation.

Stock 91

Stock Initial Public Offering New York China 91

The Equity Kicker

MAY 2, 2012

Facebook’s ability to make money from mobile is a hotly debated topic in the run up to their IPO. These mobile visitors were responsible for more than 1.1 billion visits to mobile apps in the same time frame (up from 320 million in late February). I think they will find a way to make money from that.

Mobile 113

Mobile Forecast IPO Valuation 113

Both Sides of the Table

AUGUST 21, 2011

My background was 8 years of telecoms & mobile and 8 years of cloud computing & SaaS – so these two themes were a given. Two big themes have emerged in my head in the past 3 years: offline / online integration and mobile computing. Why Pay-Per-Call? It’s just a couple of minutes and done in a humorous way.

Mobile 329

Mobile Advertising Affiliate Internet 329

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. Now that Google’s acquisition of ITA is closed, following lenghty FTC review, it would appear Kayak is poised to proceed with their IPO in the coming months. =. Quinstreet priced at $15.00/sh

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

VC Cafe

AUGUST 2, 2022

think about the entrepreneurs that started in the early days of the Internet, mobile, crypto, VR and yes… now Metaverse. billion as of August 1st 2022, a drop from it’s IPO at approximately $38 billion but relatively steady since Dec. Is there an early mover advantage for being early on a technology trend?

IP 206

IP Cofounder Valuation Acquisition 206

The Next Web

SEPTEMBER 12, 2013

When he founded Netflix as a DVD rental service in 1997, Hastings had already led one company, Pure Software, from its birth to an IPO. You’ve IPOed two companies. Doing an IPO can be a great thing, but there are always consequences. How will mobile change. Even to me that is still an amazing thing.

Swaziland 137

Swaziland Entrepreneur IPO Netherlands 137

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

Both Sides of the Table

NOVEMBER 8, 2011

Our investments focus heavily on the financial services industry, digital media, mobile applications & infrastructure, SaaS / Cloud and retail innovation. Lyn Kirby ran Ulta Cosmetics from its early days through its successful IPO. These are industries in which our partners have focused for the past 15-20 years.

Partner 285

Partner Las Vegas San Francisco Baltimore 285

Both Sides of the Table

JUNE 29, 2014

The opportunity set is much bigger than ever (50x more users, 10x time online, mobile, social, credit-card enabled, global) … when things work they work faster and at an unprecedented scale. When companies DO IPO they are worth much more at IPO time than in the past. More value is captured more by VCs prior to an IPO.

Venture Capital 362

Venture Capital IPO LP Jordan 362

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. They don’t even run ads in the FB mobile apps. 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.

IPO 100

IPO South Korea Venezuela Revenue 100

BeyondVC

MARCH 25, 2004

So while I was at PC Forum, my partner, Ned Carlson, sent me an email on the recent IPO filing of Seven Networks. According to its website , “SEVEN is a leader in Out of the Office technologies; our mobile email software makes it simple and affordable to access corporate and personal data while on the go.

IPO 60

IPO United States .Net Software Review 60

Agile VC

AUGUST 1, 2012

About 6-12 months ago you could hardly throw a rock in the startup ecosystem without hitting a VC expressing their enthusiasm for “mobile” Now the frenzy about mobile has extended into the mass media and public equity markets, though with trepidation as often as excitement. First the enthusiasm.

Mobile 160

Mobile Advertising Bandwidth Web 160

The Equity Kicker

JANUARY 31, 2014

Two years ago Facebook had $0 from mobile and everyone was wondering if they would survive the transition away from the desktop. As you can see from the chart above 53% of their ad revenues now come from mobile.

Revenue 102

Revenue Mobile IPO 102

The Equity Kicker

JUNE 8, 2012

There is quite rightly a lot of chat at the moment about Facebook’s poor showing post IPO, but the fact that the shares are down 30% doesn’t mean that Facebook is a bad business, it means that investors now think the $100bn IPO price was too high. They are turning in impressive stats on mobile , their supposed Achilles heal.

IPO 100

IPO Valuation Mobile Internet 100

The Equity Kicker

DECEMBER 18, 2012

VatorTV had an article this morning reporting on the growth in mobile advertising. They note from the eMarketer chart inset right that US mobile ad spend is up 180% this year to $4.1bn and say that “after years and years of every year being proclaimed as the ‘year of mobile’ it finally happened in 2012”.

Mobile 100

Mobile Acquisition Forecast IPO 100

thebarefootvc

JANUARY 27, 2014

Some, such as Chinese mobile company Xiaomi, were founded less than five years ago while others such as Good Technology have been around for more than a decade. The growth of mobile phones and broadband connectivity means that very few businesses today are untouched by technology. Technology ubiquity. Which leads to….

Technical Review 63

Technical Review Valuation Venture Capital Investment Bankers 63

Hunter Walker

APRIL 3, 2014

In advance of the IPO I reconnected with their SVP Product & User Experience Alex Kinnier, whom I know from our days together at Google. I couldn’t ask Alex specifically about the IPO or future plans but wanted to get some more info on a company that gets less press than your typical social app but is poised for an amazing run.

IPO 106

IPO Product Japan Australia 106

Startup Professionals Musings

JANUARY 19, 2020

Mobile and web software apps may cost even less. VCs tend to carry their partners much longer, in hopes of a big public offering (IPO) that could produce a windfall. The cost of entry for tech startups continues to go down. The large investment amounts preferred by VCs are no longer needed to launch winners.

Angel Investor 314

Angel Investor Venture Capital Silicon Valley Startup 314

crowdSPRING Blog

JUNE 21, 2013

Mark Cuban Says Dead IPO Market for Small Firms Hurts Competition – [link]. Mobile Isn’t Just a Screen or Device, It’s About Behavior | Advertising Age – [link]. Adapting To A Responsive Design (Case Study) | Smashing Mobile – [link]. Lean Business: Save Money, Save the Environment – [link].

Social Media 93

Social Media Small Business Design Media 93

The Equity Kicker

MAY 31, 2012

Mobile advertising is a hot market right now. Evidenced most recently by the IPO of mobile advertising network Millennial and Singtel’s $321m acquisition of Amobee. Mary Meeker just released her annual 100+ page slide deck of internet trends, and three of those show why everyone is so excited about mobile advertising.

Advertising 113

Advertising Mobile IPO Acquisition 113

YoungUpstarts

DECEMBER 29, 2014

We had the introduction of Apple Pay, which was a major step forward for mobile wallets. One of the major inhibitors to mobile payments is the installed base of older point-of-sale terminals which can’t support it, and that retailers have had no real incentive to update. Bitcoin reached historic highs but then went sideways.

IPO 218

IPO API Silicon Valley Mobile 218

crowdSPRING Blog

MAY 9, 2014

A Discussion on Material Choices in Mobile – crowdspring.co/1lYw8iS. With IPO Hopes Fading, Square And Box Face Reality Of Commodity Products | TechCrunch – crowdspring.co/1rWbako. How to Know When Your Great Idea is Ready for the World – crowdspring.co/1mAl75N.

Social Media 93

Social Media Small Business Design Media 93

The Equity Kicker

JANUARY 21, 2016

PDAs and satnavs were usurped by mobile phones in about 15 years. If the duration of markets is shortening it has implications for venture capital, because if companies take 7+ years to reach a big exit then increasingly their markets will have started to decline before they get big enough to sell or IPO and the model will break.

Marketing 60

Marketing Venture Capital Software Review IPO 60

The Equity Kicker

JANUARY 8, 2013

There was a good round up of Facebook mobile advertising stats on Techcrunch yesterday, culled from a number of different sources. These are the highlights: 20% of ad spend on Facebook now goes to mobile, from a standing start last March and up from 14% since October. 71% of ad spend targeted to phones goes to Android.

Mobile 96

Mobile IPO Advertising Campaign 96

Both Sides of the Table

OCTOBER 8, 2014

This method was perfected by Gil Elbaz and his team at Applied Semantics in LA and in what some have called “ the most important acquisition ever made by Google ” they acquired the company for $102 million before Google had even IPO’d.

Los Angeles 376

Los Angeles Silicon Valley Entrepreneur Seattle 376

Both Sides of the Table

JULY 26, 2015

Being able to leverage mobile contacts on your phone gave them independence from Facebook while many other people were doing anything they could to oAuth in FB users. What are the chances that SnapChat or WhatsApp would emerge without getting crushed like a bug? It’s a Hobbesian calculation.

Oauth 150

Oauth Software Review Technical Review IPO 150

Both Sides of the Table

AUGUST 12, 2010

There is an industry changing shift going on in the internet and mobile-based IT space for sure. Retail investors were burned in IPOs in 2000, Consumers getting burned by services disappearing) Minutes 31-35. But this gets all the space on prominent blogs because it’s what bloggers like to cover.&# It’s self selecting.

Seed Stage 232

Seed Stage Valuation Private Equity Venture Capital 232

Growthink Blog

FEBRUARY 6, 2012

The biggest technology IPO in history has rightfully captured the imagination of both the general and investment public. So once we put this natural (and may I add wholly unproductive) emotion aside, the thoughtful angel investor should both gain great hope and powerful moving forward lessons from the Facebook IPO. read more.

Angel Investor 76

Angel Investor IPO Private Equity Early Stage 76

Austin Startup

MAY 10, 2010

Austin-based chip development firm Wintegra updated their 2006 IPO filing on Friday. When it first planned an IPO in 2006 the company had revenues of $31.9M. thanks to a strategic switch to focusing on mobile backhaul solutions. Tags: Enterprise IPO Wintegra. “Sell on the growth,&# I always say.

IPO 59

IPO Texas Valuation Revenue 59

Agile VC

MARCH 13, 2012

And at PayPal we were hit with a couple patent disputes while in the midst of our IPO process. With Facebook in the late innings of its IPO process, Yahoo! in court if necessary even if it meant delaying their IPO slightly. So put in the context of Facebook’s IPO process and a new Yahoo! execs involved.

IP 100

IP IPO Social Network Silicon Valley 100

mashable.com

OCTOBER 16, 2010

Gregory Wehmeyer True, Ben, once upon a time, Angel Investors provided the launching pad for Venture Capital Firms to propel any startup on two legs toward a successful IPO. We are coaching VCs and Angel Investors everyday who call us wanting to understand our Early Stage LPO versus late stage IPO approach to business.

Angel Investor 84

Angel Investor Venture Capital Social Media Technical Review 84