Haystack

DECEMBER 29, 2018

More and more angels will be minted as the 2019 IPO class emerges. This was the big consumer behavior story of 2018, behind the rapid rise of digitally-native vertical brands (like the breakout , Hims), and the rise of prosumer-level data applications (like breakout Airtable). 2/ The Scooter Phenomenon.

Technical Review 165

Technical Review Venture Capital Russia China 165

VC Cafe

APRIL 29, 2020

According to the Covid-19 impact report by research firm Beauhurst: 5,070 UK companies are at a ‘severe’ or ‘critical’ risk 615K startup and scaleup jobs are at risk Later stage startups are at the most risk Across the board, tech sectors and verticals are the most likely to experience a positive or low impact.

SBA 124

SBA Technical Review Startup 124

Steve Blank

SEPTEMBER 14, 2009

On top of all this it was considered very bad form not to have at least four additional consecutive quarters of profits after an IPO.) The IPO Bubble – August 1995 – March 2000 In August 1995 Netscape went public, and the world of start ups turned upside down. Tech acquisitions went crazy at the same time the IPO market did.

Silicon Valley 217

Silicon Valley IPO Technical Review Venture Capital 217

Mucker Lab

OCTOBER 12, 2016

Vertical integration of different funding risks. I also believe that the ebb and flow of the venture investment cycle has been exacerbated by the recent vertical integration of early, growth, and even late stage venture funds. The investment thesis wasn’t wrong — it’s just that they bet on the wrong horse.

Harvest 60

Harvest Vertical IPO Early Stage 60

Steve Blank

JUNE 8, 2009

In the last three posts, we drew the relationship of market risk and invention risk with vertical markets and pointed out verticals where customer development would be useful. would look in each of the verticals. M&A, IPO? For example, How does sales differ from one market to another? Liquidity – How?

Vertical 122

Vertical Silicon Valley RSS Marketing 122

VC Cafe

JANUARY 29, 2024

The rise of generative AI is expected to affect every vertical: health, education, fintech, gaming – creating opportunities for startups. Rates coming down – The Fed is expected to cut interest rates this year, potentially thawing capital into startups, and opening up the IPO window (which will give funds/LPs liquidity).

Generative AI 171

Generative AI Global Venture Capital Valuation 171

Austin Startup

SEPTEMBER 29, 2018

one that got us into a new vertical or geography or product line. And even if somehow you avoid it until your IPO, remember that an IPO is a fundraising event itself. And there were other offers along the path to IPO that we also turned down. Companies like Apple, Facebook, Google, and Microsoft all had to do so.

Bootstrapping 52

Bootstrapping IPO Business Model Software Review 52

VC Cafe

NOVEMBER 25, 2019

Entertainment is more than newspapers, more than Hollywood, and more than the sum of specific verticals jousting for consumer eyeballs. Startup landscapes, while not perfect, are useful as they provide a way for us to define a space/category and the players of that vertical. Is it only one exciting vertical within the broader umbrella.

Vertical 113

Vertical Artificial Inteligence Distribution IPO 113

Austin Startup

SEPTEMBER 15, 2018

grow into international markets, other industry verticals, and other product lines). we would not be limited by geography, industry verticals, or expanding into new product lines (data is a truly huge industry with no TAM, or total available market, limitations). and hopefully?—?grow I think really hard when I’m naming a new startup.

Naming 48

Naming Cofounder CTO Hire Vertical 48

VC Cafe

FEBRUARY 15, 2017

Since AI and ML startups cut across verticals (analytics, fintech, health, adtech, security, etc), it’s easier to group them under the “machine intelligence” umbrella, coined by Shivon Zillis , a partner at Bloomberg Beta. Many large companies will be built (Michael Wolfe, Point Nine Capital).

Artificial Inteligence 122

Artificial Inteligence Technical Review Startup 122

Haystack

NOVEMBER 12, 2018

Last night, SAP bought the company before it could IPO. 2/ The Pricing Pressure Of Going Public – Not to suggest Qualtrics was under any pressure whatsoever (it was not), but the pressure of preparing for IPO forces a company’s share price to fall within an acceptable range on the day of IPO.

Acquisition 105

Acquisition Utah IPO Venture Capital 105

Version One Ventures

OCTOBER 1, 2019

What was one of the highest flying start-ups with a private market valuation of $47B was brought down to Earth when trying to IPO. Vertically integrated commerce or hardware companies fall into the same category of low-margin and hard-to-scale businesses.

Valuation 116

Valuation Vertical IPO Business Model 116

The Startup Magazine

OCTOBER 14, 2021

We’re aiming to bring that boost in productivity and cost-efficiency both to CPA firms and other professional services firms in other verticals (i.e. We’re very bullish that we have a product that serves a broad enough need and our solution is novel enough that we could definitely see an IPO as a possibility in our future.

CPA 137

CPA Founder Vertical Cofounder 137

Cracking the Code

SEPTEMBER 19, 2017

12 cloud IPOs in the past 2 years: One from Europe SaaS companies are thriving in the public markets, with their aggregated market cap grew 350% since 2011, and 12 cloud companies going public in the past 24 months. Out of the 12 IPOs, Mimecast is the only company from Europe. in the US, $2.6B in Europe and $0.9B

Europe 83

Europe Cloud API 83

Both Sides of the Table

APRIL 23, 2011

In the late 90’s he saw the internet boom and helped start IronPlanet.com, a construction equipment marketplace that is nearing an IPO. He is starting to see this occur in sites that are verticalizing content. It has become a short form premium destination that is verticalizing content in category channels. 5:00 – 5:55).

Vertical 265

Vertical Curation Boston Burn Rate 265

VC Cafe

AUGUST 11, 2014

So he teamed up with a few PhDs and set off to write a book about each major vertical – Healthcare, Technology Media and Telecom, Energy and Industrials, Retail and Consumer Goods, etc. A Companies like Gartner, Forrester or eMarketer regularly produce reports about tech trends and verticals. 1) Industry reports. 7) Mattermark.

Curation 167

Curation Vertical San Francisco Angel Investor 167

The Next Web

FEBRUARY 24, 2014

As is the case in other countries with a relatively new, rapidly growing tech sector, e-commerce is Russia’s fastest growing vertical. One of the most recent success story is the IPO of QIWI plc on the NASDAQ in May 2013. Since the date of the IPO, the company has tripled in size. Russian tech: Sectors to watch.

Russia 140

Russia Europe Government Vertical 140

Cracking the Code

SEPTEMBER 20, 2016

To date, there have been only four major European SaaS exits (all IPOs), including QlikTech in 2010, Wix in 2013, Zendesk in 2014 and Mimecast in 2015. By comparison, the US has seen around 60 SaaS IPOs with a combined market cap of close to $140B ($50B of this is Salesforce).

Europe 48

Europe Artificial Inteligence Vertical 48

Haystack

JULY 8, 2018

After reflecting on it for a day, I began to understand why — even though this topic has been written about many times, “technology” as a sector and industry now has gone from vertical to horizontal, entirely pervasive across industries, across sectors, across geographies and cultures.

Early Stage 95

Early Stage Dilution Private Equity Common Stock 95

Cracking the Code

OCTOBER 13, 2020

On the IPO front, the one word that comes to mind is “supersize”. While the number of IPOs in 2020 is close to 2019, the average valuation has doubled compared to last year, driven in particular by the massive IPO of Snowflake, which reached a $70 billion market cap on its first trading day.

Europe 71

Europe Cloud Silicon Valley 71

Hunter Walker

NOVEMBER 20, 2013

This model applies to any vertical or expertise – imagine a Syndicate of 10 great growth hackers – would you not salivate to have them in your deal? Institutional VCs rely a model which optimizes for billion dollar outcomes via an acquisition or IPO. Or have different liquidity assumptions beyond acquire or IPO.

Syndicate 98

Syndicate Syndication South America Seed Stage 98

The Startup Magazine

SEPTEMBER 10, 2019

There is a best practice for companies that going for an IPO is to have the “first quarter in bag.” This edge may come from deep knowledge of a vertical, discovering a loophole in the marketplace, or from possessing insights into the market that nobody else is privy to. To create Alpha, you need a market edge.

Founder 117

Founder Valuation Dividend Startup 117

Startup Lessons Learned

JANUARY 4, 2009

For example, Friendster was famously vertically partitioned at one time in its growth curve. I normally recommend you just store this directory on your master database, but you could use a standalone vertical shard (or even a key-based partition!) This type of vertical partitioning sharding scheme wont work in most cases.

San Francisco 151

San Francisco Architecture Startup Database 151

VC Cafe

JUNE 19, 2020

According to her data, Montanes says impact tech VCs have yet to realize exits: around 100 startups have been acquired (and a few IPOs) with an aggregate value of around $90 billion (excluding $18 billion of Tesla’s IPO). Israel, a hub for Impact Tech?

Venture Capital 174

Venture Capital Global South Africa 174

Occam's Razor

OCTOBER 14, 2014

Leaders (company is leaving China, our IPO is next week, 1,800 new stores are being opened in 180 days, our new IRR is 8%). With that, let's look at the first rich source of benchmarking data in CI tools, the industry and sub-vertical reports. For this blog, Benchmarking classifies me into Internet & Telecom vertical.

Analytics 133

Analytics Vertical Metrics Web 133

Cracking the Code

JANUARY 19, 2016

They also need VCs capable of financing their entire life cycle — on average, SaaS startups raise between $80 and $100 million before an IPO. SaaS startups need to have a VC that understands the SaaS model, including market development strategies, upsell dynamics, sales incentive plan, etc.

API 48

API Silicon Valley Europe Differentiation 48

Steve Blank

MAY 11, 2009

My first IPO at Convergent. We must have made them play the demo twenty times. There were a few times in my career I knew at that moment I was watching something profound – (Holding the glass masks of the Z80 microprocessor. First silicon of the MIPS RISC processor.)

Video 164

Video Silicon Valley RSS California 164

Austin Startup

FEBRUARY 24, 2019

You can give your advisors anywhere from 0.05% to 0.25% of equity in your company, depending on who they are, and then turn them into an action network to win your initial clients or enter a new market vertical (I wrote about how to create that action network in The Entrepreneur’s Essentials #1 ). It is easier to do this than it may sound.

Software Review 48

Software Review Sales Cofounder Analytics 48

Austin Startup

JUNE 27, 2017

There are many contributors to local funding source growth; the number of startups with ideas worth funding, successful exits (either through IPOs or M&A events), locally based, growing public companies, the availability of capital for other type of investments, and the availability of experienced management.

Venture Capital 54

Venture Capital Austin Texas Private Equity 54

Austin Startup

MARCH 7, 2018

janryan (@janryan) | Twitter Kerry Rupp Kerry is a Capital Factory Mentor and founding partner of True Wealth Ventures, an early-stage venture capital fund that invests in women-led companies in the sustainable consumer and consumer health verticals.

Technical Cofounder 48

Technical Cofounder Cofounder Fractional CTO CTO 48

Startup Lessons Learned

OCTOBER 5, 2009

It could be fixed by refactoring the code itself, or by partitioning the data horizontally or vertically, or by adding additional capacity at the point of the bottleneck, or by shaping end-user demand, or even by removing the feature itself. Take your typical scalability bottleneck. At any given point in time, which is the right solution?

San Francisco 133

San Francisco Architecture Lean Continuous Deployment 133

Startup Lessons Learned

AUGUST 24, 2009

I have a question though- do you think that most content metrics (the ebook example you mentioned) should be developed by the "author" to target their specific data, or do you think there are opportunities for a new business vertical that give these tools directly to the creator. August 24, 2009 2:17 PM Norbert Mocsnik said.

San Francisco 113

San Francisco Lean Technical Review Distribution 113

Steve Blank

FEBRUARY 23, 2009

When I looked at the diagram in that ski cabin I realized there was a fundamental question I couldn’t answer: if all startups follow that model, why is it that some companies are opening bottles of champagne at their IPO and others who almost followed the same rules are selling off their furniture? What was the difference here?

Product Development 143

Product Development Developer Silicon Valley Product 143

www.businessinsider.com

SEPTEMBER 6, 2012

At face value, this advice seems very different from the message Graham sent just a few months ago, in the wake of Facebooks poor IPO performance : If it means new startups raise their first money on worse terms than they would have a few months ago, thats not the end of the world, because by historical standards valuations had been high.

Silicon Valley 54

Silicon Valley Startup Valuation Venture Capital 54

ReadWriteStart

AUGUST 11, 2011

We spent considerable time exploring ways to verticalize the app and creating an ad-supported business model instead, which would also broaden his exit options considerably. Add to that the impact of their upcoming IPO - lots of angel investors and spin-off entrepreneurs are in the making.

Silicon Valley 105

Silicon Valley Columbus Ohio Incubator 105

abovethecrowd.com

APRIL 17, 2013

eBay recently launched an aggressive campaign attacking Amazon’s rate table on a vertical-by-vertical basis ( those percentages can be found here ). One company with an astonishingly high rake is recently IPOed Shutterstock, a photo-purchasing marketplace where the content owner receives only 30% of gross receipts.

Europe 101

Europe Social Network Technical Review IPO 101

VC Cafe

JULY 6, 2010

Israel’s largest online portal) from inception to IPO as well as Oren Nauman, formerly CEO of Mobival , who serves as deputy CEO at Libox. We have indirect competitors in each of those verticals. Israel's largest online portal) from inception to IPO as well as Oren Nauman, deputy CEO at Libox. He made it very profitable.

Media 84

Media Management API HTML 84