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The SailPoint ($SAIL) IPO should encourage later-stage software and tech companies with hundreds of millions in revenue / ARR, predictable growth, and strong unit economics to consider entering the public markets—the window is open in 2025. SailPoint began trading on the Nasdaq

Businesses with high and durable growth rates create the most value over the LT. Interesting chart which shows how few S&P 500 tech companies are growing quickly (only 9% of them are above 20% revenue growth). The fastest-growing businesses are in the private markets, and AI

Public software has been down significantly since the February 28th "peak." The top 10 highest-valued companies are down the most. The top 10 median revenue multiple rose almost 60% and has returned to the pre-election median. The median revenue multiple of the entire index rose

Excited for the next phase of Flock Safety and a safer America. Garrett Langley and the entire Flock team continue to move the goalposts of what's possible. flocksafety.com/articles/flock…

HubSpot ($HUBS), a $32 billion CRM and marketing automation company, has an interesting approach to AI – they’re giving it away for free. According to their last earning release, they have 75,000 weekly active users of their Breeze Copilot (unclear what percentage of customers

Wiz is the largest venture-backed sale at $32B (assuming it closes). If Wiz was 1/2 --> 2/3 owned by investors, which is pretty standard at that stage, that's $16-21B. $21B to investors would represent ~33% of all venture distributions in 2023 from one company. The private

Excited to partner with Pennylane.

Google launched firebase.studio...a Lovable, Bolt, and v0 competitor. It took Google 9 years to create a Calendly-like tool in G-Suite, but in a matter of months, it released a competitor to the fast-growing AI-app builders.

Palantir ($PLTR) is currently the most valuable public software co at ~$315B market cap, and trades at almost 100x run-rate revenue / ARR. The next nearest company is CrowdStrike ($CRWD) at 25x. Alex Karp's (CEO) quote from the Q1'25 investor letter: Our financial performance,

$SHOP is up ~65x from IPO price in 10 years, only behind Salesforce, which went public 21 years ago. app.meritechanalytics.com/valuation-metr…

Huge product updates from Framer. Framer is the fastest moving company in the design space. If you want to design, build and publish a professional website, Framer is it!

Hinge Health ($HNGE) started trading and is worth ~$3.5B (up about 20% from pricing). The company priced at ~$3B market cap and ~6x ARR / run-rate multiple. Hinge is a ~$500M ARR / run-rate revenue business, growing 50% year-over-year, 80%+ gross margins, is profitable, and has