Today, the Silicon Alley Insider published a list of who they think is the most valuable in the digital world. Here are a few companies I think are missing from the list:
Splunk: If you are going to categorize Plantir Technologies, an analytics platform, as a digital company, then you have to put Splunk on the list, which is Google for the datacenter. Rumors abound that a secondary went for near $300M at this company. The revenue growth is just amazing. The team is gold-plated.
The Find: #112 rank, 12M monthly visitors, on Compete and a $15M in 2009 revenue in 2009 means this enormous shopping engine is worth more than $100M.
Video Egg + Six Apart = a pretty darn big company, reaching 300M+ people and growing revenue like mad. They should be on the list.
The remaining independent social games companies like Big Fish Games, Digital Chocolate and Crowdstar are all likely worth more than $100M.
IMVU is doing great, generating revenue of $40M selling user generated virtual goods.
Don’t forget OnLive. Its hard to imagine they haven’t been selling a lot of equity at very high prices.
Everyday Health, which is the leading independent site for health care information, has some sweet advertisers.
What about in the payments space? Boku, Zong, Zuora, and Obopay all are worth a lot more than many on the list. If Skype, Playspan and Trialpay are on the list, it seems like these services belong there as well.
thefind is a big arbitrage site. . . not a lot of repeat and organic traffic. Becareful.