Agile VC

My idle thoughts on tech startups

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My idle thoughts on tech startups

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So Groupon obviously filed their S-1 the other day to formally being the IPO process.  Even for those who don’t care to dive into the numbers, it’s worth a quick glance because co-founder/CEO Andrew Mason wrote a letter which forms the preamble […]

Lee Hower
June 5, 2011 · 7  min.

This also appears as a guest post at Fortune’s Term Sheet. LinkedIn went public last week.  As a shareholder I’m obviously pleased with the investor reception LinkedIn has received, but more importantly it’s a great milestone for the company we […]

Lee Hower
May 26, 2011 · 4  min.

I thought it was time to revisit my series of “Cliff Notes” S-1s.  In 2010 I deconstructed the filings for GameFly and Quinstreet.  Quinstreet priced at $15.00/sh and debuted on 2/10/10, today they’re at $20.53 (close 4/13/11) an increase of […]

Lee Hower
April 17, 2011 · 5  min.

I’m fond of saying that raising capital for a startup (or any risky early-stage venture for that matter) is not about convincing the skeptics, but rather finding the true believers.   When someone says they’re skeptical about the market size, […]

Lee Hower
March 22, 2011 · 1  min.

I thought I’d revisit my “Boom or Bust: The Boom Case” post from November 2010.  In a nutshell, I predicted that some of the category defining internet & digital media companies (Groupon, Facebook, LinkedIn, Zynga, Twitter) would have blockbuster exits […]

Lee Hower
March 3, 2011 · 3  min.

When it comes to raising capital for a startup, I think the eternal Yoda said it best… “Do or do not, there is no ‘try’.” The overwhelming majority of startups that are successful in fundraising take a deliberate and concerted […]

Lee Hower
February 2, 2011 · 3  min.

LinkedIn filed it’s S-1 on Thursday after the stock market closed.  As a shareholder of the company it’s not really appropriate for me to comment further and the S-1 is obviously only the beginning of the process. For those who want an […]

Lee Hower
January 29, 2011 · 1  min.

Rob, David, and I are pleased to formally “unveil” NextView Ventures.  While we haven’t kept our activities a total secret, we have tried to stay somewhat under the radar over the last six months.  We’re now more public about the […]

Lee Hower
January 17, 2011 · 3  min.

There’s been so much virtual ink spilled over the potential acquisition of Groupon by Google that I’m loathe to add to it.  I know most people aren’t in the “optimism” business as I am so it’s easy to criticize the […]

Lee Hower
December 1, 2010 · 3  min.

Investors, both VCs and angels, seem to be doing some crazy things of late.  What started as a frenzy in the seed spectrum of the market earlier this year (by angels, micro VCs, and large VCs) seems to have spread […]

Lee Hower
November 21, 2010 · 4  min.