Received our Li Call of FA Ether Capital, urging me to find a printer quickly

At noon this afternoon, we received the Li call from FA Ether Capital, urging me to find a printer quickly, I was on business trip in the hotel, had to run to the front desk, printed a piece of paper, the so-called "contract Nineth Page signed", and then signed, photographed, the original image sent to the Li, and then she said, "Carving ye, OK, beaver home of the C-round financing TS file , even if it comes into effect. ”

I was surprised to find that this year had to wait until March 11, is the Beaver home on line one anniversary, incredibly within a year, we completed three rounds of financing, and this round of valuation nearly 300 million U.S. dollars, melted nearly 50 million U.S. dollars-to respond to the call of the investment community, the amount of financing does not blow the water--of course, 4,000 hundreds of and nearly 5,000, I will choose the latter, listen well

(Tidbits: Amazon 1997 when the market, the value of 438 million U.S. dollars, the financing amount of 54 million U.S. dollars, if not calculate inflation, only a little more than the Today's Beaver home C-round.) ）

The Beavers ' home was led by a well-known first-line venture company and the other one with a vote. A round of IDG and b round of broadband capital continued to be with the vote (to show confidence, the two are actually added a little), I also with a cast of 7.5 million U.S. dollars (very honest oh, a penny did not say more!)! But the part I'm talking to is putting the stakes in the options pool, all to the team ... Well, no, money is willful.

But in this way, I myself in the Beaver House after the C round of shares, only 40% left, the loss of "absolute holding" status (of course, the relative control is still unchanged ~), compared to the oil and carving ye beef brisket Two pieces of business I was up to 90% of the shares, why I so quickly diluted so much pinch?

Horse last article, let's talk about this.

Recently a book is hot, Peter Thiel's "from Zero to one", from the point of view of this book, Liv Essential oil and carving ye beef brisket business, all belong to from "one to 10" kind--the profit model is very mature, you have to do is "better than others", and "How to be better" is in fact conclusive. But the Beaver family is certainly the kind of "from zero to one" business, the Beaver Family model, the United States did not! Don't look at the domestic "American industry O2O" very lively, but it is no exaggeration to say, all from the Beaver home to create a situation, only to attract a lot of assorted imitators, then the United States O2O how to do? How to develop? How do you make money? They all stared, waiting for the Beaver's next move.

...... Oh, actually I don't know!

Or say, I also depend on the brain hole to open, try wrong!

Back then, MA did not know how QQ profit. Robin Li and Zhou also do not know how the flow of search to change the current-the only difference is Li more patience, and Zhou early 3721 this time than Baidu traffic also big stuff to sell it ... But what can be sure is that if something grows wildly and there is real consumer gains, then this gadget is definitely worth it, and if anyone still can't see how to make money, OK, this stuff has great value!

The Beaver family is losing money right now, but it's growing fast! The current peak has more than 8,000 single day, after the Spring Festival, day slip million, easy to break--VC why the beaver home? Because the beaver home in the U.S. industry O2O field, the single volume has exceeded the second to tenth place total! (This sentence is also a contribution to the essence of olive oil ~) and the gap, the greater the pull. 2 weeks ago, a family of cottage Beaver Home Nail, the trustee asked us privately, whether willing to buy them, without him, the capital chain quickly broken off.

This is the Matthew effect, VCs only vote first, if the second and first place the gap is very small, VCs are willing to try (for example, classified information This 58 although the first, but the market is still hot). But the second and the first difference too much, no one would like to see, you have seen a VC willing to ask "China's second oil" is Who?

So, if you're a brand, I'll use the olive oil case to illustrate find a niche market, steady, the day arch a stroke, not a crash, after all, Liv to do "slow business" for nearly nine years; If you are a platform, I will use the Beaver home to set an example, to run more quickly, first the plate bigger. In the words of Lei, "find a super big market, melt to spend the money, and then find super-class talent a piece of life to fight." ”

Platform is too dangerous, from the probability of speaking, can survive is a small probability event. Don't forget, I am from the "electric Dealer" come over, the hottest time in 2011, get the financing of the electricity quotient platform altogether 46, to today? More than 90% are dead! The pit death VC does not die for ah ...

Not surprisingly, 2 years later, O2O's death rate will not be lower than the electricity quotient platform, which means that most of the O2O startups are likely to be in the second half of this year. Zo Xiaozu Mantra sings, "Think of this my heart son is broken ..." strong such as carving ye, also not not worry, we work hard every day 12-15 hours, if the capital chain is broken, play a "sudden death" is what mile?

So, dilution of shares also at the expense, must be a round of melting, and according to our current pace, estimated in the summer, the Beaver family will start the D-round financing ... The enterprise stature is good, must "raise Cup"! The d is over and E, E is finished and f ... Last participated in an activity, there is free to eat paste-like things, said is Puerarin powder, I would like to exercise the taste buds open, even eat three bowls, eat to know, the brand name "Microphone Plus", the function is breast, known as Sheng Cup artifact ... No wonder the recent two-time carving has grown in the chest. (Note that the advertisement is implanted here.) ）

Back to "from zero to One", the Beaver home to create a door-to-door nail, on the surface is only the nail division from the store service into door-to-door service, but the logic behind the big change, "service to move Up", it sounds nothing, can think very scary, traditional stores, pay high rent to "buy flow", but in fact, the source of traffic but covering a radius of one or two kilometers. Now with the O2O model, a nail division in the theoretical radius of the city, and the top craftsmen can be the whole country-a case last week, a beaver's registered makeup artist, through the app to a single Shanghai, a single 10,000 yuan! Then he flew in the morning, fly back at night, see, if he was in Beijing, very likely that day only to take a small single 1000 yuan, and have a O2O way, he planed off the plane ticket, there are 8,000! The radius of activity is no longer restricted by the craftsman.

And consumers are more to scream, after the Spring Festival, Beaver Home will launch the "Queen package", app a single, incredibly can be beautiful full set: From the city-wide arbitrary choice of your bell-Italian nail division, hairdresser, makeup artist, three at the same time to arrive, coherent, three to one service, a minute is not wasted, Then you can go to the party-at night to return home, beautician also synchronized arrived, remover do not have their own hands, the most important thing is: in their own beauty is the most smooth, do do to sleep is good! No longer like the past to the beauty salon, finish beauty like a thief, because can not wear makeup and sneak home. Wait a minute, in fact, this party's planners, also from the Beaver home to find, and the party scene "with the film division", that is, the photographer, also from the Beaver home ... Full！ Beauty Industry Full set!

The creation of this new "customer value" is "from zero to one" value.

In the past, beauty salons, nail shop, hairdressing salon, makeup studio, party planners, photography studios, all of these are fragmented, there can be no synergy-think of the famous saying, "Customers do not want to buy an electric drill, he just want to buy the hole on the wall." "And before, a mm want to participate in a party can die, separate to so many places, tired and expensive and trouble, information asymmetry, price is not transparent, no evaluation system, good or bad cannot be distinguished." Historically there has been no "one-stop-shop distribution" in the United States, and now the Beaver family is doing this, the United States, all aspects, an app to fix.

From zero to one.

Five years later, perhaps the street beauty salon, hairdressing salon, nail shop will disappear half ... No way, my last two years dinning the most profound word is "advanced production relations bring advanced productivity", the Beaver Home will these American practitioners, playing "from the brand", I would like to ask, the same person, is to work harder for people, or their own business more diligent? Do you have to say? So the beaver home of these craftsmen, do not spur, super dedicated, no other, "Advanced production relations" in my here Ah! She's fighting for her name! They are individual entrepreneurial mentality Ah! So, the Beaver family represents a much better productivity--at least the great productivity that the nail artist, hairdresser, beautician has never seen on this planet!

From zero to one.

Finally, in addition to wish you a happy year of the Year of the goat, an additional complaint: I am so diligent writing, the click Rate will not be too high, at least high but Liu students hug the milk tea dew appearance, a love, a will break up, a will be compounded ... Mom, is the aesthetic not tired? Once again, I brush my circle of friends. This year, talk about business or talk about gossip attract attention ah. Think of the Beaver family's great mission, "let the craftsmen have a lifetime guardian from the brand", I was wronged what is the point? Make a noise, I simply "out of the Closet" forget, and, go all out, I intend to first be affected, and then when the attack! Huh！ ~

From zero to one.