Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

"In 2016 , 2015 and 2014, VelocityEHS spent approximately $ 7.8 million , $5.8 million and $3.6 million, respectively, on research and development initiatives.

As of December 31, 2016 , VelocityEHS had 375 employees, of which six are part-time employees."

Finde ich auch okay.

 

Rückkäufe:

12/1/2016 to 12/31/2016 4,588,094 shares   $ 14.00  
1/1/2017 to 1/31/2017   78,015 shares   $ 13.99  
2/1/2017 to 2/28/2017   310,133 shares   $ 13.97
                    §  
3/1/2017 to 3/27/2017   402,744 shares   $ 13.86

 

Each of our three vertical cloud businesses, Bolt, FolioDynamix and VelocityEHS, offers cloud-based applications and services that address the needs of a specific vertical market or industry. Each of those businesses competes with one or more traditional or cloud-based software firms, some of which have a horizontal/multi-industry focus and some of which may have better name/brand recognition and greater financial and other resources than our businesses do. We believe that each of our businesses is well-positioned to compete with those firms because of, among other things, the vertical domain expertise and vertically-focused technology that we have cultivated.

Our focus on serving vertical markets, each of which has customers with similar needs and challenges, allows for narrowly-focused and rapid technology development, which results in technology that is often better suited than a horizontal solution to address customer needs and challenges. In addition, our proprietary, scalable and secure multi-tenant architecture enables us to have relatively lower research and development expenses than traditional software companies. Based in large part on those advantages, we have invested, and will continue to invest in research and development at each of our businesses to continue to develop differentiated, vertically-focused cloud-based offerings, which are highlighted by:

         -§ approximately 5,560 commercial and personal property and casualty insurance products from approximately 100 carriers that Bolt is able to offer through its platform;

         -§ the broad reach of FolioDynamix’s wealth management platform, which serviced approximately $680.4 billion of AUM as of December 31, 2016 , and its complementary investment advisory services, which encompassed approximately $24.1 billion of AUM (of which $6.7 billion are Regulatory Assets Under Management) as of December 31, 2016 ;

         -§VelocityEHS’ industry-leading proprietary database, which contains over 11 million safety data sheets.
http://icge.ir.edgar-online.com/...p;filename=ACTUA_CORP_10K_20170331
 

http://www.nasdaq.com/article/...ples-in-saas-software-deals-cm661112  

A Taxonomy Of Sharks And Targets

What companies loom as sharks? Analysts have flagged Adobe Systems (ADBE), Amazon.com (AMZN), Google, and Palo Alto Networks (PANW) as potential buyers.
And whose for lunch? Here's a list of potential acquisition targets, culled from several sell-side analysts, in alphabetical order: Cornerstone OnDemand (CSOD), Hubspot (HUBS), Proofpoint (PFPT), Real Page (RS), ServiceNow (NOW), Shopify (SHOP), Ultimate Software (ULTI), Workday (WDAY), and Zendesk (ZEN).

IBD tracks 11 different computer software groups. Among the highest ranked are those focused on firms that sell into the "enterprise" market -- large companies and government agencies, as well as firms focused on small- and medium-sized businesses. The enterprise market spans e-commerce platforms, big data analytics, security, and more.

Read more: http://www.nasdaq.com/article/...oftware-deals-cm661112#ixzz4d7VZ1KJb  

Corterstone has with a market-cap of 2.2 billion about 4.5-times-revenues:

Cornerstone OnDemand Q4 revenue $109 million

Monday, 13 Feb 2017 04:01pm EST
Cornerstone OnDemand Inc : Cornerstone OnDemand Inc announces fourth quarter and fiscal year 2016 financial results . Q4 non-GAAP earnings per share $0.00 . Q4 loss per share $0.33 . Q4 revenue $109 million versus I/B/E/S view $108.5 million . Sees FY 2017 revenue $475 million to $485 million . Q4 earnings per share view $-0.04 -- Thomson Reuters I/B/E/S . Cornerstone OnDemand Inc sees Q1 revenue between $109.0 million and $111.0 million . Cornerstone OnDemand Inc sees FY non-GAAP operating margin of approximately 5.0% to 6.0% of revenue . Cornerstone OnDemand Inc sees FY non-GAAP net income margin of approximately 4.0% to 5.0% of revenue . Cornerstone OnDemand Inc sees FY free cash flow margin of approximately 6.0% to 7.0% of revenue . FY2017 revenue view $488.9 million -- Thomson Reuters I/B/E/S .Q1 revenue view $113.9 million -- Thomson Reuters I/B/E/S.
http://www.reuters.com/finance/stocks/CSOD.O/...ments/article/3526327  

Hubspot has with a market-cap of 2.19 billion about 6-times-revenues:

Full Year 2017:
• Total revenue is expected to be in the range of $349.0 million to $353.0 million.
• Non-GAAP operating loss is expected to in be in the range of ($11.5) million to ($7.5) million. This excludes stock-based compensation expense of approximately $43.3 million and amortization of acquired intangible assets of approximately $16 thousand.
• Non-GAAP net loss per common share is expected to be in the range of ($0.30) to ($0.22). This excludes stock-based compensation expense of approximately $43.3 million and amortization of acquired intangible assets of approximately $16 thousand. This assumes approximately 36.7 million weighted common shares outstanding.

http://ir.hubspot.com/investors/news-and-events/...sults/default.aspx  

buyers of insurance, whether it's the consumers or independent agents, and markets for insurance:

http://banking-insurance.cioreview.com/vendor/2015/bolt_solutions  

Proofpoint has with a market-cap of 3.24 billion about 7-times-revenues

Sector: Technology
Industry: Application Software
Full Time Employees: 1,573

http://finance.yahoo.com/quote/PFPT/profile?p=PFPT


The company reported adjusted fourth-quarter earnings of 18 cents a share on revenue of $106.8 million. Analysts surveyed by FactSet had estimated 13 cents a share on revenue of $104.8 million. The company forecast adjusted first-quarter earnings of 7 cents to 9 cents a share on revenue of $109 million to $111 million. Analysts expect 5 cents a share on revenue of $106.6 million.

http://www.marketwatch.com/story/...1-26?siteid=yhoof2&yptr=yahoo

Full Year 2017 Guidance: Total revenue is expected to be in the range of $488.0 million to $492.0 million. Billings are expected to be in the range of $611.0 million to $615.0 million. GAAP loss is expected to be in the range of $(121.4) million to $(113.3) million, or $(2.75) to $(2.57) per share, based on approximately 44.1 million weighted average diluted shares outstanding. Non-GAAP net income is expected to be in the range of $23.0 to $25.0 million, or $0.49 to $0.52 per share, using 55.7 million weighted average diluted shares outstanding, and adding back the $4.2 million in cash interest expense as prescribed under the "If-Converted" method. Free cash flow is expected to be in the range of $95.0 million to $105.0 million, which assumes capital expenditures of $40.0 million to $42.0 million for the full year.

http://investors.proofpoint.com/releasedetail.cfm?releaseid=1009346
 

Sector: Technology
Industry: Information Technology Services
Full Time Employees: 4,801
Market-Cap: 14.31 billion

http://finance.yahoo.com/quote/NOW/profile?p=NOW


For 2017, ServiceNow projected revenue between $1.82 billion to $1.85 billion.

http://www.zdnet.com/article/...ng-2017-growth-as-expansion-pays-off/
 

http://icge.ir.edgar-online.com/...p;filename=ACTUA_CORP_10K_20170331

enthaltenen Umsätze für verschiedene Jahre und den Gesamtwachstuusgrößen und den Einzelwachstumsgrößen kommen ich zu folgenden Schätzungen über die Umsatzzusammensetzungen bei ACTUA:

Umsätze 2o15: = 98,4 Millionen
Bolt 25,0 Millionen
Foliodynamix 29,6 Millionen
Velocity  43,8 Millionen

Umsätze 2016 = 109,3 Milliionen
Bolt 26,7 Millionen
Foliodynamix 29,6 Millionen
Velocity  53,0 Millionen

Umsätze 2017 = 128,0
Bolt 31,1 Millionen
Foliodynamix 33,9  Millionen
Velocity  63,0 Millionen







 

aus:

Nasdaq counted by $476,744,128 and a share-price of $14 about 34.05 million shares.

http://www.nasdaq.com/symbol/acta  

More concrete signs of life from Anthem Venure in newest 10K from Actua

„Actua owns approximately 9% of Anthem Ventures Fund, L.P. (formerly eColony, Inc.) and Anthem Ventures Annex Fund, L.P. (collectively, "Anthem"), which invest in technology companies. Actua acquired its interest in Anthem in 2000 and currently has no carrying value in Anthem. Accordingly, the receipt of distributions from Anthem by Actua would result in a gain at the time Actua receives those distributions. During the year ended December 31, 2015, Actua received a distribution from Anthem that resulted in proceeds of $1.0 million , and recorded a gain in that amount. In March 2017, Actua received a distribution from Anthem of both shares and $866 thousand of cash. A gain will be recognized during the first quarter of 2017 for the value of the cash and shares received. See Note 13 , " Other Income (Loss), Net ," for additional information.“

http://icge.ir.edgar-online.com/...p;filename=ACTUA_CORP_10K_20170331  

We invest primarily in early stage Series A and B technology companies.  Our typical deal size is initial investment between $1,000,000 and $5,000,000 with reserve for follow-on investments.  We are active investors who almost always lead or co-lead and take a board seat.  Our focus is primarily on Southern California investments.

So what makes us unique?  We take every investment very personally.  We fight to the death for our founders and our companies. We are not building a portfolio, we are building relationships with founders who want to do big things.  If we invest in 10 deals we expect all 10 to work. We take losses as hard as you do.  We try to work as hard as the successful entrepreneurs we’re fortunate to work with and we tend to be the go-to guys to support our founders when things are going wrong.

We’re always looking for that unique blend of talents that we think define a true entrepreneur. We are contrarian investors who look at under the radar opportunities and stay away from areas we think are crowded.

http://anthemvp.com/about/
 

„As reflected on slide 7, FolioDynamix Q4 revenue increased almost 20% compared to Q4 2015 and 3% year-over-year.”

“We expect to see accelerating bookings momentum in 2017 as we fully incorporate the Summit Advisor Solutions acquisition into our offering. As our pipeline reflects the market has been very receptive to our combined offering and our integrated sales forces is leveraging that demand which should translate into good growth in 2017.”

seekingalpha.com/article/...ts-earnings-call-transcript?page=2
 

      Date§Invested In Round Partner(s)
Nov, 2016 Solarflare Communications
$22.24M / Venture
—
Jun, 2016 Vow To Be Chic
$5M / Series A
—
Nov, 2015 VideoAmp
$15M / Series A
—
Dec, 2014 VideoAmp
$2.2M / Seed
—
Oct, 2014 StackIQ
$6M / Series B
Brian Mesic

Aug, 2014 Surf Air
$8M / Series B
William Woodward

Jun, 2014 Quantum Technology Sciences
$4.4M / Series A
—
Apr, 2014 Currencycloud
$10M / Series B
—
Apr, 2014 Vow To Be Chic
undisclosed amount / Seed
—
Feb, 2014 AFINITY
$500k / Seed
—
Feb, 2014 SpinMedia Group
$10M / Venture
Brian Mesic

Dec, 2013 CARD.com
$3M / Series A
—
Oct, 2013 Email Copilot
$1.25M / Seed
Brian Mesic

Oct, 2013 Madefire
$5.22M / Series A
—
Sep, 2013 Layer
$1.5M / Seed
—
May, 2013 Panna
$1.35M / Seed (Lead)
Sudhin Shahani

Jan, 2013 Janrain
$33M / Series C
—
Oct, 2012 Prism Skylabs
$7.5M / Series A
Brian Mesic

Oct, 2012 Glossi, Inc
undisclosed amount / Seed
—
Sep, 2012 Scopely
$8.5M / Venture (Lead)
—
Jun, 2012 Big Frame
$3.4M / Seed
Brian Mesic

Jun, 2012 Surf Air
$3.76M / Series A (Lead)
William Woodward

Feb, 2012 FileTrek
$10M / Series B (Lead)
Brian Mesic

Jan, 2012 BeachMint
$36.18M / Venture
Samit Varma

Dec, 2010 BeachMint
$10M / Venture
Samit Varma

Oct, 2010 Viewdle
$10M / Series B
Samit Varma

Aug, 2010 GameCrush
$700k / Angel
—
Jun, 2010 BeachMint
$5M / Venture
Samit Varma

May, 2010 Cocodot
$2M / Venture (Lead)
—
Apr, 2010 TweetPhoto
$2.6M / Series A
—
Mar, 2010 Plixi
$2.6M / Series A
Brian Mesic

Dec, 2009 Janrain
$3.25M / Series A
—
Mar, 2009 SpinMedia Group
$12.5M / Series D
Brian Mesic

Mar, 2009 Buzz Media
$12.5M / Series D
—
Feb, 2009 AdventureLink Travel Inc.
undisclosed amount / Series A
—
Jan, 2009 TrueCar
$37.4M / Series E
Brian Mesic

Jan, 2009 Viewdle
$2M / Series A
Samit Varma

Dec, 2008 Solarflare Communications
$32M / Venture
—
Oct, 2008 Blurb
$5M / Series C (Lead)
Brian Mesic

Sep, 2008 TrueCar
$13.5M / Series A
Brian Mesic

Jan, 2008 ThisNext
$5M / Series B (Lead)
—
May, 2007 Buzznet
$6M / Series B (Lead)
—
May, 2007 SpinMedia Group
$6M / Series B (Lead)
Brian Mesic

May, 2007 Buzz Media
$6M / Series B
—
Mar, 2007 Pulse Entertainment
$5.8M / Series B (Lead)
—
Feb, 2007 Axiom Microdevices
$25M / Series C
Brian Mesic

Oct, 2006 Blurb
$12M / Series B (Lead)
Brian Mesic

Jul, 2006 ARIO Data Networks
$8M / Series E
—
Jan, 2006 Entropic
$25M / Series C
—
Sep, 2005 TrueCar
$8.1M / Series B
Brian Mesic

Jul, 2005 Troika Networks
$14.4M / Series B
—
May, 2005 Blurb
$2.05M / Series A (Lead)
Brian Mesic

May, 2005 Neven Vision
$2.5M / Series B
—
Apr, 2005 ARIO Data Networks
$5.05M / Venture
—
Feb, 2005 Solarflare Communications
$48M / Series C
—
Feb, 2005 TrueCar
$2.27M / Series A
Brian Mesic

Feb, 2005 Axiom Microdevices
$16M / Series B
—
Sep, 2004 Axiom Microdevices
$12M / Series B
—
Jul, 2004 Pulse Entertainment
$3.5M / Series A
—
Apr, 2004 Corus Pharma
$60M / Series C
—
Nov, 2003 Neven Vision
$1.75M / Seed
—
Nov, 2003 Entropic
$29M / Series B
—
Oct, 2003 RF Magic
$24M / Series C
—
May, 2003 Troika Networks
$13M / Venture (Lead)
—
Jan, 2003 Solarflare Communications
$17.5M / Series B (Lead)
—
Dec, 2001 Nextest Systems
$20M / Venture
—

https://www.crunchbase.com/organization/...nture-partners/investments
 

beteiligt:

http://anthemvp.com/company_type/active/  

Market Cap Of True Car = 1.25B
And Anthen Venture owning 3,1% = 38.75 million

http://finance.yahoo.com/quote/TRUE?p=TRUE


Names of Reporting Persons.
Anthem Ventures Fund, L.P.
Aggregate Amount Beneficially Owned by Each Reporting Person
2,642,432 (1)
Percent of Class Represented by Amount in Row (9)
3.1% (2)

http://secgems.com/att/0001104659-17-010353.nc.1.htm  

http://techstockinsider.com/tag/surf-air/  

How to Add a Robo Without Cannibalizing Human Advice: Cerulli
By Bernice Napach January 3, 2017

Share to EmailShare to LinkedIn89Share to TwitterShare to Facebook3Share to Google+
THE LATEST CERULLI REPORT RAISES THE QUESTIONS THAT TRADITIONAL ADVISORY FIRMS SHOULD ANSWER BEFORE EMBARKING ON A ROBO OFFERING

Financial advisory firms that rely heavily on human advisors face multiple challenges when trying to add a robo offering without cannibalizing their existing business.

“The disruptive influence of digital pioneers is causing all financial firms to consider how to incorporate automated advice into their investment advisory platform [but] firms that rely heavily on human advisors face the most complicated challenges reconciling automated advice with their delivery model,” according to a new report from Cerulli Associates.

http://www.thinkadvisor.com/2017/01/03/...an-advi?slreturn=1491724991  

Strong job-posting of Foliodynamix

Overlay Manager I (Trading)
FolioDynamix in Evansville, IN
Posted on 04/05/2017

Overlay Manager I (Trading)
FolioDynamix in Sacramento, CA
Posted on 04/05/2017

Overlay Trading Intern
FolioDynamix in Sacramento, CA
Posted on 04/04/2017

Java/DB Developer
FolioDynamix in Secaucus, NJ
Posted on 03/29/2017

Data and Operations Analyst
FolioDynamix in Columbus, OH
Posted on 03/28/2017

Data and Operations Analyst
FolioDynamix in Dallas, TX
Posted on 03/28/2017

Billing Analyst
FolioDynamix in Dallas, TX
Posted on 03/28/2017

Billing Analyst
FolioDynamix in Columbus, OH
Posted on 03/28/2017

Associate Investment Research Analyst
FolioDynamix in Sacramento, CA
Posted on 03/27/2017

Account Executive
FolioDynamix in Worthington, OH
Posted on 03/24/2017

Account Executive
FolioDynamix in Dallas, TX
Posted on 03/24/2017

Developer- Project Lead (Front End)
FolioDynamix in Secaucus, NJ
Posted on 03/23/2017

Product Manager/Owner
FolioDynamix in Secaucus, NJ
Posted on 03/15/2017

Contracts Manager
FolioDynamix in Sacramento, CA
Posted on 03/10/2017

Operation and Client Satisfaction Specialist
FolioDynamix in Dallas, TX
Posted on 03/06/2017

Client Support Analyst - Generalist
FolioDynamix in Dallas, TX
Posted on 02/27/2017

Business Systems Analyst - Production Support
FolioDynamix in Secaucus, NJ
Posted on 02/24/2017

https://www.onewire.com/Companies/Index/5886
Less  

Blurb® is a book-making platform and creative community that enables individuals to create, publish, share and sell high-quality photo books, trade books, and magazines in both print and digital formats. Blurb is accessible to consumers across the globe with free, innovative book creation and layout tools. With free book creation and layout tools—including our desktop publishing tool BookWright®, online bookmaking tool Blurb Bookify™, a plug-in for Adobe® InDesign, and a PDF Uploader —Blurb simplifies publishing for everyone. Founded in 2005, Blurb has more than 2 million customers worldwide, resulting in over 4 million unique book titles, with nearly 18 million units shipped to almost 100 countries around the world. The company is headquartered in San Francisco and can be found online at www.blurb.com.
https://www.linkedin.com/company/blurb

  Investor  Round(s)Partner(s)§
Anthem Venture Partners
Series A (Lead)
Brian Mesic

          §Series B (Lead)
Brian Mesic

          §Series C (Lead)
Brian Mesic

Canaan Partners
Series A (Lead)
John Balen

          §Series B (Lead)
John Balen

          §Series C (Lead)
John Balen

Columbia Partners Private Capital
Debt Financing
-
Hercules Capital, Inc.
Debt Financing
-
          §Debt Financing
-

https://www.crunchbase.com/organization/blurb/investors

Blurb is in a unique position: We’re not a physical retail storefront or a company that makes consumer packaged goods. We don’t sell software, or hardware, or subscriptions. We’re in the business of inspiring people to tell their story, showcase their work, promote their art or business, and capture important moments. The end result is a beautiful book or magazine. We’re a tech company that produces a physical, analog product.
http://www.blurb.com/blog/...iential-marketing-crucial-works-well-us/
 

von zwei Eignern kommt: Anthem Venture Partners und Canaan Partners.

Und damit die Beteiligungsquoten dieser beiden Eigner sehr hoch sind - selbst wenn die beiden Fremdkkapitalgeber nichtt nur mit Zinsen, sondern auch weiteren Rechten belohnt werden.  

http://www.solarflare.com/...re-defined-networking-interface-card-nic  

https://www.crunchbase.com/organization/solarflare#/entity