Location: San Francisco

Industry: Media

2007 revenue: $22.6 million

Inc. 500 rank: No. 49

What it does: Creates media-company websites at which, for example, a consumer can buy the shoes she saw Carrie wearing in Sex and the City

Expert take: "I should say up front that I have a tiny investment in this company through another fund," Dagres says. "I think Delivery Agent could be the next Home Shopping Network. The company helps TV networks and film studios sell products that are featured in their shows and movies. They're inventing a new kind of shopping experience. Plus, the entertainment industry tends to be countercyclical. When times are bad, people still go to the movies to escape."