Erik Torenberg check out the work Meritech Capital is doing with their "Insights". Alex Clayton has some of the greatest S-1 breakdowns out there, #mustreads Max Motschwiller Alex Kurland George Bischof meritechcapital.com/public-compara…

These are surreal times. Thank you Suzy Taherian and Forbes for the opportunity to discuss how COVID-19 is affecting the venture industry and what it means for the future of VC post-crisis. Meritech Capital forbes.com/sites/suzytahe…

Surging of public market multiples confusing you too? Alex Clayton helps shed some light on Q1 SaaS Earnings Meritech Capital Insights meritechcapital.com/blog/q1-saas-e…

Mike Maples, Jr Jisi Guo

Updated Lemonade S-1 Breakdown including pricing range data. Implies +/-$1.4B equity value. The insurtech market is watching this closely! Meritech Capital Insights. meritechcapital.com/blog/lemonade-…

Just published the BigCommerce (BIGC) IPO | S-1 Breakdown. meritechcapital.com/blog/bigcommer…

I think this could be the best early-stage venture opportunity for young VC. Want to Invest $20M in startups w/ Raymond Tonsing? notion.so/caffeinatedcap…

Just published the Sumo Logic (SUMO) IPO | S-1 Breakdown. meritechcapital.com/blog/sumo-logi…

Game on! The Meritech Capital Unity3D (inactive) S-1 Breakdown here. meritechcapital.com/blog/unity-sof…

Thank you Crunchbase News and Christine Hall for the coverage on Extend's $40M Series B. We love powering product protection for Peloton, JBL, iRobot, Advance Auto Parts, and hundreds of other merchants! news.crunchbase.com/news/extend-se…

Do you even Tegus by AlphaSense? The product is incredible. Tegus by AlphaSense has become one of the most critical research tools we use Meritech Capital. Beyond expert calls, Tegus by AlphaSense database of public and private companies enable us get an in-depth perspective on markets and companies quickly.

A wonderful step toward building the next-generation of financial products for all. Come join us at Wealthsimple to help the world achieve financial freedom! wealthsimple.com/en-ca/magazine…

Thrilled to be building Meritech Capital with ashleypaston! meritechcapital.com/blog/welcome-a…

The highly anticipated Instacart IPO is around the corner! See Meritech Capital's S-1 Breakdown of the company that aims to break open the consumer technology IPO window. meritechcapital.com/blog/instacart…

Meritech is excited to partner with Koen Bok, Jorn van Dijk, and the entire Framer team on their mission of creating a new standard of web design. If you're building a site, check it out!!! framer.com/feed/series-c

We talked last week on The All-In Podcast about looking at long term multiples in SaaS and our friends at Meritech Capital sent us this chart that they keep looking all the way back to the Salesforce IPO in 2004. Bottom line is that 6x NTM revenue is the 20 year trend. If you run a

We are delighted to open nominations for the 6th annual #ForbesAI50 alongside Forbes and Sequoia Capital, showcasing the world’s leading AI companies. Don’t miss this chance to show your AI company is best in class. Submissions are open now through February 5th: lnkd.in/d5SmyeKx

Rubrik ($RBRK) is the first SaaS company to file for an IPO in 2024. $RBRK is an almost $800M ARR business growing almost 50% year-over-year, the fastest LTM ARR growth rate among all current public SaaS companies. A lot more here: meritechcapital.com/blog/rubrik-ip…

SUBSCALE IPOs The Meritech team Meritech Capital continues to put out some excellent analysis. This one is on IPO scale. TLDR is that companies with less than $700m annualized revenue underperform after going public. Actually, not just underperform - they have NEGATIVE absolute

Vertical software company ServiceTitan ($TTAN) filed for an IPO, the 3rd SaaS company of the year. They’re almost $800M in ARR growing 25% year-over-year and should be trading in the next few weeks. $TTAN’s performance should be a barometer for the dozens of other SaaS IPOs