Remove 2012 Remove Acquisition Remove Syndication
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The Consumerization of Business Software ? AGILEVC

Agile VC

There’s a couple different forces I see at work: 1) Selling & Customer Acquisition - In the last 5 years, the biggest force in business software was the impact of the cloud as an infrastructure layer and product/service delivery mechanism. companies on user acquisition are increasingly being applied to SaaS companies.

Software 100
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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

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. =. paying for travel data from ITA or others (customers acquisition spend is not included in COGS). This was the large round to fund the acquisition of Sidestep.

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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

Online social networking is a concept still being evangelized even in Silicon Valley… Friendster is in private beta (wasn’t until Oct 2003 they received Google acquisition offer which they turned down for Kleiner/Benchmark round). 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets? A lot has changed. link] leehower.

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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

3) Groupon’s Business is Like An ATM: Groupon is currently unprofitable on a GAAP basis thanks to acquisition related expenses in 2010 as well as ongoing marketing spend to acquire customers. If Groupon’s growth rate drops by 80% they’ll still be nearly tripling top line sales in 2012. Author howerl.

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Yahoo! vs Facebook: Lame Lawsuit, Good Timing ? AGILEVC

Agile VC

March 13, 2012. only notified them of potential IP infringement two weeks ago on February 27, 2012 (as described in the lawsuit) and Facebook heard about it through the media rather than in private. Leader on Mar 5 2012. 10 July 2012, 7:05 pm Why Do VC’s Have Ownership Targets? How to Evaluate Firms for a Seed VC.

IP 100
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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

May 21, 2012. On the consumer facing side, the number of companies doing multiple acquisitions of $100M+ was extremely short… Google, eBay/PayPal, Amazon, and Microsoft are at the top of the list. <$100M) acquisitions for several years now, but they’ve mainly been acquihires. Author howerl. Pingback: this.

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Good Times Ahead for VC-backed Tech Companies?

Both Sides of the Table

We meet to discuss trends in the industry and to find ways to work together to help with SoCal deal syndication – somethings that happens automatically on Sand Hill Road in NorCal due to proximity. More interestingly Montgomery expect the M&A market to grow to 600 in 2011 and 750 in 2012.