Archive for the 'Lead Generation' Category

This post about competitive dynamics has been stewing in my mind for months now and it’s still a work in progress.  At its heart is a framework for thinking about a common type of tech company:  the aggregator.   The aggregator takes disparate items, gathers them, and presents them as a unified front. Aggregators can exist [...]

(This is the first in a two part post. Part one contains a profile of a startup.  Part two contains numbers and analysis related to that startup.) Mobile Spinach is a small and ambitious Bay Area startup focused on the mobile coupon space.  The company is still at a very early stage — seed funded [...]

(This blog post was featured in Silicon Alley Insider’s 10 Things Investors Need To Know Before OpenTable’s IPO) Online restaurant reservations company OpenTable filed for an IPO on Friday, revealing their finances for the world to see.  The SEC filing contains all the financial figures you would expect: revenue, expenses breakdown, details of the public [...]

Mint, Thrive, Cake, Yodlee, Quicken Online, Buxfer, Geezeo, Wesabe, and Moneytrackin‘. These are just a few of the many companies in the crowded field of web apps for personal finance management (PFM).  These consumer sites all perform the same basic service: aggregating data from disparate financial accounts (savings, checking, credit cards, loans etc), helping users [...]

Among the startups I’m watching closely is Yodle, a company focused on local online advertising.  The company is poised to expand into the huge market void/opportunity created as newspaper and yellow page advertising increasingly go the way of the dodo.  How big of an opportunity?  “$20 billion…big enough to support one to three public companies” [...]