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As the market's understanding of software companies has matured, increasing numbers of investors have capitulated to higher and higher prices. Tech companies are still at relative highs compared to historical average multiples before 2021. Modern software businesses can be better businesses than most investors realize. You can make a lot less money... See more
Sarah Guo • when the music stops
Kelly McBride, “Jill Abramson Startup to Advance Writers up to $100k for Longform Work,” Poynter Media Wire, November 2, 2014, http://www.poynter.org/news/mediawire/278851/jill-abramson-startup-to-advance-writers-up-to-100k-for-longform-work/.
Leslie F. Stebbins • Finding Reliable Information Online: Adventures of an Information Sleuth
Another issue is low tech defensibility. In the AI world tech defensibility is harder to achieve because new/revolutionary models are being developed mostly in open, academic settings and so are available in open source.
Matilde Giglio • What we look for in AI companies (and why they are different)
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%
A New Marketing Behemoth Klaviyo : How 7 Key Benchmarks Stack Up in the S-1 by @ttunguz
Opendoor vs. Zillow: A Tale of Two Pricing Models — Mike DelPrete - Real Estate Tech Strategist
mikedp.com