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

VC Cafe

SEPTEMBER 24, 2021

Moreover, several of the Israeli startups that chose a SPAC merger as an exit, are trading at lower valuations than they entered Wall Street with given that the valuations were set on future projections and not current revenues. Israeli unicorns have evolved in recent years.

Lock-up Period 218

Lock-up Period Merger IPO 218