Blog Posts, Leadership, Scale, Tech News
The second SaaStr post ever, way back in late 2012, was “Everybody Lies: SaaS Revenues in the Inc. 5000“. It was a fun one, analyzing the only public source of data…
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Well, goodness since this question was asked WeWork is now worth $20 billion! + WeWork’s $20 Billion Office Party: The Crazy Bet That Could Change How The World Does Business…
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It seems like a pretty good deal for Recruit Holdings, and market correct. If Glassdoor was at about ~$100m ARR growing 30% a year (suggested by press, but I have…
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Exit, Leadership, Q&A, Tech News
So far, Salesforce has a strong record with its larger acquisitions — ExactTarget and Demandware. Their record with mid-sized ones seems more mixed, but that’s what you’d expect. Mid-sized M&A…
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I think it showed he’s human. The questions about e.g. gross margin — which you can just read and know and don’t need to ask the CEO about — and…
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Career Growth & Advice, Featured Videos, Growth, Leadership, Tech News, Videos
Having invested in public cloud unicorns such as Shopify, Twilio, SendGrid, and Box (just to name a few), we think it’s safe to say that Bessemer Venture Partners has its…
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Leadership, Q&A, Scale, Tech News
Fairly simple: Proven CEO who sold his last company for almost $2b — and wants this next one to be worth $20b+. Fast path to $100m in bookings. Well-defined, large…
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Exit, Leadership, Q&A, Tech News
Both make sense, but are expensive. Google has made a huge push into more enterprise cloud under Diane Greene. Salesforce would bring it all together. Google has bought a number…
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Exit, Leadership, Q&A, Tech News
Because it is at a $1,500,000,000 revenue run-rate, growing quickly, and generating significant free cash flow. It is a very, very, very good business. Irrespective of who and what the…
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Exit, Leadership, Q&A, Tech News
Not yet. Spotify’s direct listing took advantage of 3 factors: They did not need or want the money an IPO brings in. An IPO brings in money, often hundreds of…
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Box is an amazing company. It is at $600m-ish ARR and $800m annualized bookings, and cash-flow positive. Amazing. Truly. https://www.boxinvestorrelations… But Dropbox is >2x larger by revenue, at ~$1.3b in…
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About the strongest in the history of Forever. Between Dropbox’s huge debut, Mulesoft’s $6b+ acquisition right after its IPO, Okta’s impressive IPO, and the recent filings for Zuora, Docusign, Pluralsight,…
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I think this is a super-interesting question. Because it helps show you how she was thinking about the company. It appears she did not cash out any shares (or take…
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It’s too early to know. If the goal was to buy “the Facebook of Business”, I’d argue probably yes. LinkedIn’s feed and engagement continue to grow and it does seem…
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I’m not sure very many VCs fell for anything. Many investors — yes. But not that many VCs. DFJ led a $500k seed investment. A $500k seed round for a…
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