Feld Thoughts

AUGUST 25, 2015

Some were Silicon Valley early stage companies, such as Apple, Quantum, and Masstor Systems. Take a look at the founding syndicates of each: Masstor Sytems (5/1979). Quantum Corporation (6/1980). What is striking about these syndicates is that nobody had any meaningful capital, which forced syndication and cooperation.

Venture Capital 70

Venture Capital SBIC Technical Review Silicon Valley 70

View from Seed

APRIL 30, 2015

Below, we talk to Glen Mello , Managing Director of Silicon Valley Bank’s accelerator team in Boston. If they can’t, then we want to know more about the existing investor syndicate, so we’re not the only ones at the table. Traction and revenue? NVV: What do debt providers look for in a company’s track record?

Term Sheet 120

Term Sheet Equity Startup Seed Stage 120

Agile VC

APRIL 13, 2012

I spent some time with some startups in San Francisco proper, as opposed to the heart of Silicon Valley (see Note 1). “Silicon Valley” (see Note 2) is hardly alone in this urbanization of startups trend. far more huge companies in Silicon Valley. April 13, 2012. et al) were down on the peninsula.

Silicon Valley 185

Silicon Valley San Francisco San Jose Startup 185

Gust

OCTOBER 12, 2011

To provide some reference points, I surveyed thirteen angels groups in North American to determine their recent experience in negotiating the pre-money valuation of pre-revenue companies. See the 2010 data reported here: Current Pre-money Valuations of Pre-revenue Companies. Pre-money Valuation of Pre-revenue Companies.

Angel Groups 125

Angel Groups Valuation Pre-Money Valuation St. Louis 125

SVPG

SEPTEMBER 30, 2016

When I first decided to start The Silicon Valley Product Group, I had just left eBay and had some very strong opinions about what makes great product teams, and great product cultures, and while there were more than a few important thinkers and leaders on these topics, one area that I felt was under-represented was the role of product management.

Product 60

Product Technical Review Software Review Engineer 60

Agile VC

MAY 23, 2012

E-commerce accounts for the vast majority of LL Bean’s revenue today ( it crossed 50% in 2010 though was as low as 15% in 2000 ), but because LL Bean is over a hundred years old and started as catalog & physical store retailer we typically don’t refer to it as an internet company. . Filed under Uncategorized. link] aweissman.

Internet 182

Internet Silicon Valley IPO Seed Stage 182

Agile VC

AUGUST 22, 2011

Even Amazon isn’t a platform… yes they have AWS but it accounts for <3% of their revenue and isn’t terribly profitable given the capex & opex currently going into growing it. Im a former Silicon Valley entrepreneur turned East Coast VC. Not Groupon. Not Dropbox. Author howerl. Filed under Uncategorized.

Silicon Valley 113

Silicon Valley Seed Stage Startup Syndicate 113

Agile VC

FEBRUARY 7, 2012

A company that in time can generate $100M+ in revenue and have an enterprise value measured in the hundreds of millions or more (what some VCs refer to as a “venture scale” outcome). Im a former Silicon Valley entrepreneur turned East Coast VC. Simply put… startups that have golazo potential. Read More ».

South Korea 124

South Korea Seed Stage Silicon Valley Syndicate 124

Agile VC

AUGUST 12, 2011

The simple answer is “be able to convince a partnership of smart investors that your startup has a good probability of being a $100M+ revenue company within 5ish years.” Whether it’s customers, revenue, user acquisition, investors are more likely to be convinced when your startup has a good near past (last 3-4mo) trajectory.

Seed Stage 113

Seed Stage Silicon Valley B2B Acquisition 113

Agile VC

JANUARY 27, 2012

Revenue ramp of Groupon and Zynga –> Kleiner famously said Zynga was the fastest growing company they’d ever invested in , no mean feat for the original backers of Google, Amazon, Netscape, etc, and Groupon might be the fastest ever startup to reach $1B in revenue. Read More ». What’s Your Favorite Future?

Hockey Stick 113

Hockey Stick Seed Stage Silicon Valley Syndicate 113

Agile VC

DECEMBER 5, 2011

Objective Logistics has created a game layer on top of very sophisticated scheduling algorithms which increase revenue, save time, and improve customer and staff satisfaction. Im a former Silicon Valley entrepreneur turned East Coast VC. Part lives in the cloud and part is embedded in point of sale (POS) software systems.

Silicon Valley 100

Silicon Valley Seed Stage Syndicate Syndication 100

Agile VC

MARCH 30, 2012

Some believe that there are “new” revenue models being created by consumer web companies, like virtual goods or “freemium” services. Their first revenue stream is simply inserting affiliate links to e-tailers into the pinboards that users create. Im a former Silicon Valley entrepreneur turned East Coast VC.

Business Model 113

Business Model Silicon Valley Advertising B2B 113

Agile VC

MARCH 18, 2012

Costolo clearly wants to position Twitter as a complementary part of the media ecosystem (which it is by and large) rather than a competitor, and there remains a chance that Twitter will have other forms of revenue besides ads. Here’s why: Virtually all of Twitter’s revenue comes from advertising.

Media 113

Media Advertising Silicon Valley Revenue 113

Agile VC

JANUARY 12, 2012

When a startup doesn’t match the stage where a particular investor focuses, founders may get a response along the lines of “This is interesting to us, but come back once you get from X phase to Y phase” That could be from seed stage to a larger Series A financing need, or to progress from pre-product to post-revenue.

Seed Stage 100

Seed Stage Silicon Valley Syndicate Syndication 100

Agile VC

MARCH 8, 2012

For SaaS or other recurring revenue businesses these figures might be on a bookings basis rather than GAAP revenue, but conceptually they’re similar. Bill Gurley’s post last year does a great job analyzing why some businesses are valued at 10x+ revenue and most aren’t. Zynga – 8x+ trailing revenue.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

FEBRUARY 2, 2012

How They Make Money : Facebook’s primary revenue stream is of course selling advertising on Facebook.com, which in total accounts for 85% of revenue. The next chunk comes from Facebook’s platform, in essence “taxing” the revenues of app developers like Zynga, which represents 15% of revenue.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

MAY 26, 2011

Silicon Valley is still emerging from the tech bubble and massive downturn of late 2000-2002. 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).

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

JUNE 5, 2011

They’ve grown from nothing to >$2B in revenue in 30 months time, making the company among the fastest growing businesses in the histroy of the world. How They Make Money: Groupon keeps a share of the coupon value (typically 40-50%) as its net revenue (1). Financial Snapshot: 2010 Revenue: $713M. to the merchant.

North America 100

North America Chicago Boston Silicon Valley 100

Professor VC

JUNE 20, 2011

The last blogger in Silicon Valley. But of course, the model had us requiring only $10M equity to breakeven and to achieve $185M in revenues in 2008 (the magic Year 5 in all business plans). ProfessorVC. Monday, June 20, 2011. How much is enough? Financing, that is.I

San Jose 28

San Jose Angel Investor Term Sheet Venture Capital 28

mashable.com

JULY 18, 2012

GLIIF, LLC is a Hot Silicon Valley Startup designed to disrupt QR Code usage in advertising. There are so many up and coming companies that may not get the national exposure and are not in the valley; what strategies do you employ to find and evaluate those puzzle pieces. Global Syndication Partners. or Twitter.

San Francisco 104

San Francisco Acquisition Social Media Mobile 104

VC Cafe

JULY 27, 2017

According to the Interactive Advertising Bureau, podcast industry ad revenue will reach $220 million in 2017, up 85 percent from 2016’s $119 million ( source ). Reid Hoffman delivers Silicon Valley gospel with an impressive roster of guests, but doesn’t take himself too seriously while sharing important information for founders.

Audio 109

Audio Silicon Valley Curation Cofounder 109

VC Cafe

JULY 27, 2017

According to the Interactive Advertising Bureau, podcast industry ad revenue will reach $220 million in 2017, up 85 percent from 2016’s $119 million ( source ). The show starts with the history of Podcasts and ends with where they may be headed. Interestingly, Podcasts are starting to become a big business too. The third wave of podcasting.

Audio 60

Audio Curation Silicon Valley Media 60