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Praying to the God of Valuation

Both Sides of the Table

2001–2007: THE BUILDING YEARS The dot com bubble had burst. SEEING THINGS FROM THE VC SIDE OF THE TABLE While I was a VC in 2007 & 2008 those were dead years because the market again evaporated due the the Global Financial Crisis (GFC). Until we weren’t. Nobody cared about our valuations any more.

Valuation 466
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China’s Torch Program – the glow that can light the world (Part 2 of 5)

Steve Blank

This enabled Torch to evolve with China’s rapidly global economy. In 2007 the Ministries of Science and Finance raised the stakes to get VC’s focused on funneling more VC money into growing startups – they set up a Venture Guiding Fund. Innovation Clusters. Venture Guiding Fund.

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The Changing Structure of the VC Industry

Both Sides of the Table

2007 was the watershed year. Cheap, mobile, social, global, massive, always-on, one-click-purchase has led to the most successful companies of our era hitting unprecedented scale early in their development and has massively shifted the value captured from post-IPO investors to pre-IPO investors as is demonstrated in the chart above.

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First Mover Fallacy

Agile VC

Wait For Complementary Technologies to Mature - Apple didn’t pioneer the smartphone but obviously the iPhone rightly deserves credit for defining the category and making it a global mass market.

Cloud 205
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10 Negatives That Still Make Going Public A High Risk

Startup Professionals Musings

According to a recent Ernst & Young global report , the first half of 2017 was the most active first half by global number of IPOs since 2007. Smart entrepreneurs are just now starting to look at this option again, due to its unpredictability and the challenges of running a public company.

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Cracking The Code: Best Venture and Technology Podcasts for 2007

Cracking the Code

Best Venture and Technology Podcasts for 2007. ► 2007. (10). Global warming: a plague for humanity? Best Venture and Technology Podcasts for 2007. Global Warning! Thursday, December 28, 2006. Being a San Francisco-Menlo Park commuter, I spend an average of 90mn per day on the road. Happy New Year 2008!

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Cracking The Code: SaaS Multiples: Recovery or Bubble?

Cracking the Code

2007. (10). Global warming: a plague for humanity? Best Venture and Technology Podcasts for 2007. Global Warning! Wednesday, February 23, 2011. SaaS Multiples: Recovery or Bubble? Happy New Year 2008! ► 07/01 - 07/08. (2). How to fish a salmon. SaaS business metrics: why are they different? Save the planet!