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. Israeli unicorns have evolved in recent years.

Lock-up Period 218

Lock-up Period Merger IPO 218

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. Revenue growth rate of 82% year over year. 10M+ daily active users (DAUs).

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. My interest in digging through Slack’s filing was to better understand the business.

Lock-up Period 100

Lock-up Period Retention Azure .Net 100