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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Growth, Leadership, Q&A, Tech News
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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Exit, Exit Strategy, Leadership, Q&A, Tech News
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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Career Growth & Advice, Leadership, Q&A, Scale, Tech News
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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Exit, Leadership, Q&A, Tech News
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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Exit, Leadership, Q&A, Tech News
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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Exit, Leadership, Q&A, Tech News
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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Exit, Leadership, Q&A, Tech News
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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Growth, Leadership, Q&A, Tech News
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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