Saved by Ted Glasnow
Customer.io: The $400M HubSpot of Product-Led Growth
Revisiting Lifetime Value and Customer Acquisition
digitalnative.substack.comdigitalnative.substack.com

Figma had $0 in revenue for 4 years.
Completely breaks the “rush something to market and start charging immediately” mindset that most try to adapt.
And it resulted in the largest acquisition of a private software company (ever) https://t.co/YLGBR9hJe0
Metric at IPO
KVYO
BRZE
Primary Motion
PLG
SLG
Revenue Growth
54%
52%
Revenue, $m
585
185
Gross Margin
77%
72%
ACV, $k
4.5
169
NDR
1.21
1.26
Est. Sales Efficiency
1.04
0.61
Profitability
4.7%
-21%
CFO / Revenue
18%
- 17%
KVYO
BRZE
Primary Motion
PLG
SLG
Revenue Growth
54%
52%
Revenue, $m
585
185
Gross Margin
77%
72%
ACV, $k
4.5
169
NDR
1.21
1.26
Est. Sales Efficiency
1.04
0.61
Profitability
4.7%
-21%
CFO / Revenue
18%
- 17%