View from Seed

MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Market Cap. might have a market cap of $150B+. ARPUs/year. Salesforce = $2,200+.

Lock-up Period 168

Lock-up Period Retention Azure .Net 168

Agile VC

MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Market Cap. might have a market cap of $150B+. ARPUs/year.

Lock-up Period 100

Lock-up Period Retention Azure .Net 100

VC Cafe

SEPTEMBER 24, 2021

In some Unicorns, the company was co-founded by Israelis but the centre of operation is US (like in the case of Coursera), so curators have to apply their own judgement on whether the startup is considered Israeli or not. Worth remembering that Unicorn status isn’t necessarily runaway success.

Lock-up Period 218

Lock-up Period Merger IPO 218

Haystack

DECEMBER 28, 2019

In 2018, both Apple & Amazon crossed the trillion-dollar market cap benchmark. These companies exemplify the compounding network effects, lock-in, and lopsided economics that accrue to technologies generally and software specifically. 2/ The Global Culture Clash And Bull Markets Effect. 4/ The Trillion-Dollar Network Effect.

China 146

China Startup Lock-up Period Cap Table 146