tl;dr: Last week, we looked at M&A activity at a global scale. Now we’re focusing on the US. Mergers and acquisitions are a hot topic. Getting acquired is the most… Read Full Article
Editor’s Morning Note: It’s Apple day, so let’s write about the iPhone 7! Kidding. Here are a bunch of numbers to keep us both happy. Could the Big Five tech… Read Full Article
From the Investors Scott Kupor of Andreessen Horowitz responds to a WSJ story on venture capital returns with a comprehensive overview of valuation methodology in “When Is a “Mark” Not… Read Full Article
TL;DR: Self-serve signups can be awesome for business (scale), but when you have a high price product and a lot of churn you should consider changing your sales model. If… Read Full Article
Editor’s Morning Note: Margins matter, even if your company is a baby. Following the publication of The Changing Value of ARR IV, Dan Adler wrote an interesting response that is worth… Read Full Article
Editor’s Morning Note: Freemium is great. And expensive. Remember freemium? Give away the product, and then charge for upgrades or full plans? It was the rage in the early days… Read Full Article
From the Investors Jared Friedman of Y Combinator summarizes the evolution of this way to raise funds and provides perspective on their pros and cons in “Raising Money Online” Christopher… Read Full Article
TL;DR: ARR is all that and a kettle of fish. Just not a 9x kettle of fish. The second quarter earnings season is effectively over now that both Salesforce and… Read Full Article
Editor’s Morning Note: Daily fantasy sports isn’t dead, and one of its unicorns just picked up a new round of capital at a down valuation. DraftKings has raised a new… Read Full Article
tl;dr: We’re taking a look at the network of startup M&A around the world. Mergers and acquisitions (M&A) is an integral aspect of the startup ecosystem. It is one of two… Read Full Article
Editor’s Morning Note: It’s the most wonderful time of the year! Box earnings day! Box reports its fiscal second quarter results after the bell today. Analysts expect that Box will… Read Full Article
From the Investors Albert Wenger of Union Square Ventures responds to a heated debate started by Rob Go’s post on post-money valuation term sheets and declares that being explicit about… Read Full Article
Sales teams are obsessed with lead gen. We always want more leads and in less time than ever before. But the relentless appetite for leads might actually be doing more… Read Full Article
Editor’s Morning Note: If you peel back the clouds surrounding Spin Mountain, there is much in tech left to be undesired. Stock image of Spin Mountain, taken in 1843 on a… Read Full Article
From the Investors Edward Coady of Launch Capital focuses on how it’s more valuable to look at round size VC participates in than what stage the VC firm claims to… Read Full Article
tl;dr: The PayPal mafia was an artifact of its time. Now entrepreneurship and savvy investment are the norm. Unlike with the national economy, these are real green shoots. The PayPal… Read Full Article
Editor’s Morning Note: The Wall Street Journal says that the “Anemic IPO Market Is Poised for a Rebound.” But what about tech? If you have kept hope for a dramatic rebound in… Read Full Article
tl;dr: Spotify is heads-down on an IPO, but we need to understand its full financial situation to grok its path to the public markets. After it became known that Spotify is… Read Full Article
Editor’s Morning Note: Your slow revenue growth is whacking the value of your future profits. That’s rough. It was announced this morning that Apollo Group will buy Rackspace for $32 per share… Read Full Article
From the Investors Shahin Farshchi of Lux Capital explains why startups are best positioned to put driverless cars on the road in “Forget Automakers or Ride-Sharing Companies, A Startup Will… Read Full Article
Editor’s Morning Note: Uber loses more money than we thought. Tragically, Uber’s UberLEGO push failed to final market traction. Earlier this year, reports surfaced that Uber, the popular on-demand car… Read Full Article
From the Investors Scott Kupor of Andreessen Horowitz guides you through the economics behind this critical piece of a startup’s foundation in “Startup Options (and Ownership)” Aswath Damodaran, Professor of… Read Full Article
tl;dr: Silicon Valley is still #1 for startups, New York is up slightly, and Boston is shrinking relative to other cities. Otherwise, things are pretty stable in America’s top 15… Read Full Article
Editor’s Morning Note: Give me your hand, we’re charting VC back to before Metallica was born. Later today, Mattermark will publish a look at historical venture capital patterns in the United… Read Full Article