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Insights

Analyzing a Hot SaaS IPO: the Box.com S-1 Filing

// Ho Nam

April 16, 2014 - When I heard that Box.com had filed for IPO, I was excited to look through their S-1 filing as the company could be the first big hit of a new generation of SaaS companies that are riding the “consumerization of IT” wave. SaaS companies such as Box.com, Dropbox, Evernote, Github and Hubspot look more like consumer software companies compared to companies like AthenaHealth, Conerstone, ExactTarget, SuccessFactors, Veeva and Workday that have professional services staff and account managers to help make customers successful.
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Startup Exit Strategy Planning: 10 Surprises Buyers Don’t Like to See

// David Ehrenberg

April 16, 2014 - During an acquisition, potential buyers don’t want to discover anything new that wasn’t previously disclosed, anything that raises any questions, anything at all unexpected. Surprises can cause your potential buyer to reduce their original offer…or even walk away.
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Q1 2014 Venture Exits Update

// Wiley Becker

April 16, 2014 - There were 105 US venture backed M&A transactions in Q1 2014 with $7.5B in disclosed deal value according to the Exit Poll report by Thomson Reuters and the NVCA. Disclosed deal value on a rolling four quarter basis increased 38%, partially due to a 19% increase in the number of deals disclosed. Additionally, the average M&A deal size reached $259MM in Q1 2014, the highest level since 2004. According to PitchBook, the median deal size was $40MM in Q1 2014 of 111 venture backed M&A exits globally (PitchBook Data, Inc. 2014).
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More on Life Science Lending: How Venture Debt Can Work For Your Company

// Monica Rivera Beam, PhD

April 3, 2014 - As a CEO/CFO or Investor how much debt is available to your company and how can the debt best be used to help build value in your company?
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Toward Mindful Startups: Don't Believe Everything You Think

// Trevor Loy

April 3, 2014 - A few years ago, a sociologist told me about a study of happiness in southern California. The top reported source of unhappiness was that people felt too busy and overwhelmed by all of their daily commitments, and that they did not get enough daily time alone for themselves.
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Investments Over Dinner and Boardroom: Angels vs. Seed Funds

// Micah Rosenbloom

April 3, 2014 - Eric Paley called me one evening to talk about an angel deal he was looking at. I was cooking dinner with my wife when he phoned. We talked about whether behavioral psychology could really work in convincing consumers to reduce their energy consumption.
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