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专栏 - 从华尔街到硅谷

Nextdoor有望成下一个Facebook

Dan Primack 2013年10月31日

Dan Primack专注于报道交易和交易撮合者,从美国金融业到风险投资业均有涉及。此前,Dan是汤森路透(Thomson Reuters)的自由编辑,推出了peHUB.com和peHUB Wire邮件服务。作为一名新闻工作者,Dan还曾在美国马萨诸塞州罗克斯伯里经营一份社区报纸。目前他居住在波士顿附近。
主打社区社交、关注家长里短的邻里社交应用Nextdoor最近获得了凯鹏华盈等著名风投机构新一轮6000万美元的投资,估值已经高达6亿美元。业界普遍看好它成长为Facebook式的标志性公司。

    本周二上午,位于旧金山的新兴私密邻里社交应用Nextdoor宣布获得6000万美元新融资。本轮融资由老虎环球基金(Tiger Global Management)和凯鹏华盈(Kleiner Perkins Caufield & Byers)这两家著名的风投基金领衔。投资者之间竞争非常激烈,有消息人士向《财富》杂志(Fortune)透露,Nextdoor目前估值约为6亿美元。

    投资方还包括康卡斯特风险投资(Comcast Ventures),原有投资者基准资本(Benchmark)、格雷洛克合伙公司(Greylock Partners)、夏斯塔创投(Shasta Ventures)继续跟投。此前的另一家投资方谷歌风投(Google Ventures)本轮没有跟投。原因在于谷歌风投本轮未能获得足够大的投资配额,而它又拒绝按比例分配股权。(有数家投资机构都在竞争领投者,但目前尚不清楚其中是否包括谷歌风投。)

    所有新入资本都是“重要的”投资者,这意味着它们不能稀释公司创始人和早期投资人的持股比例。

    Nextdoor在8个月前刚刚进行了一轮融资,共募得2100万美元。公司首席执行官尼拉夫•托利亚表示,自己本来计划在明年年初前,不会再和投资人联系。他解释说:“我们账上还有足足3000万美元,Nextdoor目前每月开支仅为125万美元。不过,从今年夏天开始,投资者渴望进入的热情非常高。所以,我们因势利导,抓住这次机会充实了资金储备。而且,我们还引入了非常优质的合作伙伴。老虎环球基金的李•菲克赛尔深谙国际化之道。凯鹏华盈合伙人约翰•杜尔堪称新创企业教父,曾经投资过网景(Netscape)、亚马逊(Amazon)和谷歌(Google)等科技巨擘。”

    杜尔和菲克赛尔不会加入Nextdoor董事会,不过,杜尔会以特别顾问的身份参与公司运营。两人都力捧托利亚,认为Nextdoor有望成为继Facebook、商务社交网站LinkedIn和Twitter之后互联网行业的第四家标志性社交公司。

    菲克赛尔称:“我们投资过Facebook和LinkedIn,我认为现在的Nextdoor和它们创业在初期时很像,尤其是LinkedIn。Nextdoor有机会在本地和邻里社交上大放异彩,就像LinkedIn如今在职业人士中呼风唤雨一样。”菲克赛尔此前从来没有就老虎基金的投资接受过任何采访。

    杜尔补充说:“我多次提到过SoLoMo这一理念,即社交/移动/本地。Nextdoor是三位一体的代表。”

    Nextdoor专为社区社交设计,从八卦新闻到谁是本地最好的维修工,涉及的话题可谓包罗万象。它还与一些政府机构进行合作,例如纽约市政府可以在Nextdoor上推送公共安全信息。

    Nextdoor上的每个社区都由居住在该社区的第一个成员创建,Nextdoor将这个地理意义上的社区限定在750个成员左右。(根据城区和郊区,具体人数略有不同。)Nextdoor自称已经覆盖了美国七分之一的社区。过去一年,它的用户增速高达400%。

    Nextdoor, a private social network for neighborhoods, this morning announced that it has raised $60 million in new VC funding, co-led by Tiger Global Management and Kleiner Perkins Caufield & Byers. The round was competitive, with sources telling Fortune that it values the San Francisco-based company at approximately $600 million.

    Comcast Ventures also participated, alongside existing shareholders Benchmark, Greylock Partners and Shasta Ventures. Prior backer Google Ventures did not participate -- passing up a small 'pro rata' after failing to secure a larger allocation (several insiders attempted to lead the new round, but it's unclear if GV was one of them).

    All of the new capital is considered "primary," meaning that none of it is being used to cash out company founders or early investors.

    The new round comes just eight months after Nextdoor raised $21 million, and CEO Nirav Tolia says that he hadn't planned to contact investors until early next year. "We had $30 million on the balance sheet and only were burning a million and a quarter million per month, so this wasn't a need-driven round," he explains. "But we had a fairly unprecedented level of incoming demand starting in the summer, and decided to take advantage of the opportunity to grow our balance sheet and bring in some great partners. Lee Fixel of Tiger is unbelievable when it comes to international expansion, and I can't think of anyone who's been a better company builder than [Kleiner Perkins partner] John Doerr, who was involved with Netscape and Amazon (AMZN) and Google (GOOG)."

    Neither Doerr nor Fixel will join the Nextdoor board, although Doerr will serve as a special advisor. Both of them echo Tolia's belief that Nextdoor could be the fourth major social network, after Facebook (FB), LinkedIn (LNKD) and Twitter (TWTR).

    "We were investors in both Facebook and LinkedIn, and I think there are a lot of similarities to the early days, particularly of LinkedIn," says Fixel, who never before has agreed to be interviewed about a Tiger investment. "They have an opportunity to do for local and neighborhood social life what LinkedIn did for professional life."

    Doerr adds: "I've talked a lot about SoLoMo, which stands for social/mobile/local. Nextdoor is all three."

    The product is designed for neighbors to interact on a variety of topics, from social events to the best local repairman. It also has partnered with certain municipal governments, including New York City, which have the ability to push public safety information into the private networks.

    Each neighborhood gets created by the first member who lives within a particular neighborhood, which the company defines as a geographic area with approximately 750 households (it ranges a bit, depending on rural vs. urban). So far, Nextdoor believes it has networks for one out of every seven American neighborhoods, and says that its reach has increased 400% over the past year.

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