Meritech Capital (@meritechcapital) 's Twitter Profile
Meritech Capital

@meritechcapital

Market Leaders in the Markets that Matter

ID: 1262860411

linkhttp://www.meritechcapital.com calendar_today12-03-2013 20:54:20

292 Tweet

4,4K Followers

521 Following

Max Motschwiller (@maxmotsch) 's Twitter Profile Photo

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…

The highly anticipated <a href="/Instacart/">Instacart</a> IPO is around the corner! See <a href="/MeritechCapital/">Meritech Capital</a>'s  S-1 Breakdown of the company that aims to break open the consumer technology IPO window.

meritechcapital.com/blog/instacart…
Chamath Palihapitiya (@chamath) 's Twitter Profile Photo

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 talked last week on <a href="/theallinpod/">The All-In Podcast</a> about looking at long term multiples in SaaS and our friends at <a href="/MeritechCapital/">Meritech Capital</a> 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
Meritech Capital (@meritechcapital) 's Twitter Profile Photo

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 isĀ best in class.Ā Submissions are open now through February 5th: lnkd.in/d5SmyeKx

Meritech Capital (@meritechcapital) 's Twitter Profile Photo

The deadline to submit for the sixth annual #AI50, the definitive list of the world’s most promising AI startups, is rapidly approaching on Monday, February 5, 2024. Submit your nomination below! forbes.com/sites/kenrickc…

Meritech Capital (@meritechcapital) 's Twitter Profile Photo

Due to overwhelming interest, the deadline to submit for the sixth annual #AI50, the definitive list of the world’s most promising AI startups, has been extended to 2/12! forbes.com/sites/kenrickc…

Alex Clayton (@afc) 's Twitter Profile Photo

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…

Alex Clayton (@afc) 's Twitter Profile Photo

Given that the IPO window could open soon, we thought it was the right time to analyze what it might take for a SaaS company to go public in today’s market. Moreover, there is a narrative that a business must be close to $1B of ARR to go public. We believe that is no longer

Meritech Capital (@meritechcapital) 's Twitter Profile Photo

We are thrilled co-lead Huntress Series D financing. We’ve been in awe of their growth from a highly robust EDR solution to a complete security platform that protects the SMEs that power our global economy. More here: bit.ly/4cuowSJ. Kyle Hanslovan Chris Bisnett

Meritech Capital (@meritechcapital) 's Twitter Profile Photo

Thrilled to partner with @clayrunhq + support their mission of building the creative GTM tool for growing businesses. Clay has provided a ton of value to Meritech + our portfolio companies and we love the community that's formed around the platform. Congrats Kareem Amin Varun Anand

Alex Clayton (@afc) 's Twitter Profile Photo

Financial planning platform OneStream Software ($OS) filed for an IPO, only the 2nd of 2024. Their IPO performance should be a barometer for application SaaS companies under $500M of ARR heading into the public markets. They’re at $480M of ARR growing over 30%—more about their IPO

Alex Clayton (@afc) 's Twitter Profile Photo

1/ We share observations about the current platform shift toward AI and its potential for disruption. Although, it’s never been a better time to be a market-leading public SaaS company. They are more valuable and efficient today than ever over the past decade. The top 10 median

1/ We share observations about the current platform shift toward AI and its potential for disruption. Although, it’s never been a better time to be a market-leading public SaaS company. They are more valuable and efficient today than ever over the past decade. The top 10 median
Alex Clayton (@afc) 's Twitter Profile Photo

Check out the market section presentation from Meritech Capital's 2024 Annual Meeting. We cover the public and private markets and the opportunity in AI. Some of our favorite slides in this thread and link to full preso below: drive.google.com/file/d/1-FPheP…

Meritech Capital (@meritechcapital) 's Twitter Profile Photo

The deadline to submit for the seventh annual #AI50, the definitive list of the world’s most promising AI startups, is approaching on Mon, Feb 7, 2025. Submit your nomination below: Nomination Form: docs.google.com/forms/d/1wu8pO… Forbes Announcement: forbes.com/sites/rashishr…

Meritech Capital (@meritechcapital) 's Twitter Profile Photo

Thrilled for our partnership with Pennylane. More in Alex Kurland's post below about why we’re so excited for the future of accounting and financial management alongside Arthur Waller and the amazing team that is building this company!

Meritech Capital (@meritechcapital) 's Twitter Profile Photo

We’re excited to support Owner on their mission to empower local businesses to take on their goliaths – with an all-in-one, AI-powered system to help drive profitable growth automatically. Adam Guild DeanošŸ§™ā€ā™‚ļø alex bard Jack Altman Jason āœØšŸ‘¾SaaStr.Ai✨ Lemkin meritechcapital.com/blog/owner-arm…

We’re excited to support <a href="/owner/">Owner</a> on their mission to empower local businesses to take on their goliaths – with an all-in-one, AI-powered system to help drive profitable growth automatically. <a href="/adamguild/">Adam Guild</a>  <a href="/deanbloembergen/">DeanošŸ§™ā€ā™‚ļø</a> <a href="/alexbard/">alex bard</a> <a href="/jaltma/">Jack Altman</a> <a href="/jasonlk/">Jason āœØšŸ‘¾SaaStr.Ai✨ Lemkin</a>
meritechcapital.com/blog/owner-arm…