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?
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?
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?
Today, let’s peek at new and historical growth numbers from Gthmhub, Perdoo, WorkBoard, Ally.io, Koan and WeekDone. Continue reading Rapid growth in 2020 reveals OKR software market’s untapped potential
Last night Datto priced its IPO at $27 per share, the top end of its range that TechCrunch covered last week. The data and security-focused software company had targeted a $24 to $27 per-share IPO price range, meaning that its final per-share value was at the top of its estimates. The Exchange explores startups, markets […] Continue reading Lessons from Datto’s IPO pricing and revenue multiple
Now that the great Y Combinator rush is behind us, we’re returning to a topic many of you really seem to care about: no-code and low-code apps and their development. We’ve explored the theme a few times recently, once from a venture-capital perspective, and another time building from a chat with the CEO of Claris, […] Continue reading COVID-19 is driving demand for low-code apps
The U.S.’s COVID-19 caseload continues to set records as major states move to re-shutter their economies in hopes of stemming its spread. For many workers the situation means more time in the home office, and less time in their traditional workplace. What the world will look like when safety eventually returns is not clear, but […] Continue reading As companies accelerate their digital transitions, employees detail a changed workplace
The biggest story to come out of the post-March stock market boom has been explosive growth in the value of technology shares. Software companies in particular have seen their fortunes recover; since March lows, public software companies’ valuations have more than doubled, according to one basket of SaaS and cloud stocks compiled by a Silicon […] Continue reading What do investors bidding up tech shares know that the rest of us don’t?