Collaborate Disseminate
With American stocks back near record highs, it could be a propitious moment to list for software companies that lack impressive top-line expansion results. Continue reading Sprinklr’s IPO filing shows uneven cash flow but modest growth
This morning, we’re going over Squarespace’s recently disclosed Q2 and full-2021 guidance. Then we’ll ask how its expectations compare to its reference price-defined pre-trading valuation. Continue reading Can Squarespace dodge the direct listing value trap?
This afternoon, we’re parsing the WalkMe IPO filing, the second Israel-based tech company to file to go public this week. Continue reading WalkMe is going public: Let’s stroll through its numbers
The countdown to this IPO filing has been ticking for several quarters, so seeing the document drop on a Monday morning was just good fun. Continue reading Fast growth pushes an unprofitable no-code startup into the public markets: Inside Monday.com’s IPO filing
In the never-ending stream of funding rounds, from time to time, a group of startups working on the same problem will raise money nearly in unison. So it was with OKR software last year. Continue reading What can the OKR software sector tell us about startup growth more generally?
When I needed a new sofa several months ago, I was pleased to find a buy now, pay later (BNPL) option during the checkout process. I had prepared myself to make a major financial outlay, but the service fees were well worth the convenience of deferring the entire payment. Coincidentally, I was siting on said […] Continue reading EC roundup: BNPL startups, growth marketing tips, solid state battery market map, more
As startups get more broad and stay private longer, the space into which VCs can invest may narrow. Continue reading With software markets getting bigger, will more VCs bet on competing startups?
Amidst the sturm und drang of l’affaire GameStop, the cloud software vendor received a warm welcome from public investors. Continue reading After soaring above $23B, Qualtrics’ founder and CEO reflect on a stellar debut