Berkonomics

JANUARY 3, 2013

In examining mature software companies in vertical markets, one of my first questions is to ask for the percentage of total revenues coming from recurring sources – leased software, maintenance agreements, or monthly retainers. Usually that amount exceeds 50% of total revenues, and is often much more.

Revenue 79

Revenue Software Review Vertical Valuation 79

David Teten

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. They read reviews of the products of target investments.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Hunter Walker

MAY 4, 2014

Not every company is raising money at the valuation you modeled. We think of Homebrew as our startup, just one which writes checks instead of code. Eager new VCs often want to look at every deal they can see and can overtax entrepreneurs asking for more time, data, diligence without ever pulling the trigger. Chasing Hot Markets.

Software Review 100

Software Review Vertical Seed Stage Portfolio 100

Software By Rob

JULY 1, 2010

For a startup, this means avoiding “me too&# products, staying away from horizontal niches, solving a pain-point, and targeting a vertical niche. The lesson: stick to vertical niches. I cover topics that affect software and web startups of all sizes, but mostly relating to startups you can fund yourself. at 12:52 pm [.]

Software Review 54

Software Review RSS Startup Vertical 54

Steve Blank

SEPTEMBER 14, 2009

Underwriters realized that as long as the public was happy snapping up shares, they could make huge profits on the inflated valuations (regardless of whether or not the company should have ever been public.) The valuations for acquisitions were nothing like the Internet bubble, but there was a path to liquidity, difficult as it was.

Silicon Valley 223

Silicon Valley IPO Technical Review Venture Capital 223

A Smart Bear: Startups and Marketing for Geeks

MARCH 21, 2017

The reason they want to trade balance-sheet assets for strategy-execution, is that (healthy, growing) software companies are valued on their P&L, i.e. the size and growth of income and earnings. To get there, Atlassian has to go beyond its traditional market of developer teams and branch out into other verticals.”

Balance Sheet 242

Balance Sheet Vertical Acquisition Revenue 242

Austin Startup

FEBRUARY 24, 2019

data.world and our modern catalog for data and analysis is a new category of software, much like Bazaarvoice and Coremetrics created new categories before, and the brilliant book Play Bigger helped us find it. both in the “picks and shovels” space of digital retail with very compelling software solutions.

Software Review 48

Software Review Sales Cofounder Analytics 48

Cracking the Code

JANUARY 25, 2021

On the back of this momentum, Melio today announced a $110m funding round, rocketing the company to a valuation of $1.3b With Melio, small businesses can now pay their bills for free using a bank transfer or debit cards, payment approval workflows can be easily set up and due dates managed - all via one cloud platform.

B2B 62

B2B Cloud Europe 62

Ben's Blog

APRIL 28, 2010

Looking across these nearly 50 companies, the study finds that founding CEOs consistently beat the professional CEOs on a broad range of metrics ranging from capital efficiency (amount of funding raised), time to exit, exit valuations, and return on investment. Knowledge of exactly what’s strong and weak about the code base.

Technical Review 78

Technical Review Cofounder Technical Cofounder Software Review 78

VC Cafe

JANUARY 10, 2024

Not so long ago, we were all posting AI profile pictures on social media, but very quickly we’re now seeing an emergence of generative AI tools and LLM applications to assist almost every role in the organisation, across industries and verticals. Overall, Israeli startups raised $7.3 billion in 390 deals between 2014 and 2023.

Generative AI 109

Generative AI Artificial Inteligence Open Source 109

techcrunch.com

FEBRUARY 19, 2010

According to VCs, there’s been a 65% decrease in up-rounds (where a company gets a bigger valuation) in the last six months and more than 60% of those polled expect a longer wait for an exit. And investors said they intend to invest more in cleantech than software going forward. A lot of the stats weren’t surprising.

Venture Capital 62

Venture Capital Technical Review Sweat Equity Valuation 62

steveblank.com

JULY 8, 2011

signup, upgrade, trial pricing Zuora – online subscription management FeeFighters – find the cheapest credit card processors HealPay – Collections made easy Customer Support Tender – support, knowledgebase tool for your site GetSatisfaction - conversations between companies / customers.

Software Review 110

Software Review Startup Silicon Valley Analytics 110