Arun Matthew
Partner, Accel. On 1 show, 1 appearance. The Shows tab opens the full record on each.
investorLinkedIn ↗accel.com ↗
Arun Mathew is a Partner at Accel, where he joined in 2009. He leads growth and late-stage investments focused on enterprise software, cybersecurity, infrastructure, and SaaS companies.
1shows
1appearances
6statements
2resolved
2supported
0contradicted
100%fully supported
Everything Arun Matthew said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Arun Matthew: The Rule of 40 Applies Only to Public-Scale Businesses
“The rule of 40 is a measurement for public company scale businesses. And if you're at orders of magnitude below that at 10 to 15 in ARR, it's a different rule. You know, you'll never get to scale and have that sort of profitability margin at scale unless you'r…”
Arun Matthew: Accel Made One 2022 Growth Investment Versus 20 in 2021
“We've made one growth investment this year. And so one this year, wow, one this year, and that's down from about 20 from last year.”
Matthew: Under 30% of Accel Portfolio Expected to Hit 2022 Plans
“So I would say less than half of our companies are hitting original 20, 20, 22 plans. And I think by the end of the year, you know, it'll probably be closer to 25 to 30% that we're seeing across a very large sample size.”
Matthew: Accel SMB-Focused SaaS Companies Struggle with Retention Versus Enterprise
“In terms of gross retention, we're seeing varying degrees of success of gross retention across different customer segments, meaning SMB in this environment is more challenged than enterprise.
And our companies that are exposed to SMB in particular are having a…”
Matthew: CrowdStrike trades at 12x current ARR and 9.5x forward
“You look at what CrowdStrike is valued at, it's valued on current ARR at 12 times. And you look at a forward number that's nine and a half times.”
Matthew: 1Password bootstrapped 15 years before raising a $600M round
“Iconic and Excel invested in one password, which had been bootstrapped for 15 years before they ended up. Before they ended up raising capital, you know, they raised a six hundred million dollar round over the last couple of years.”
One line per show, most statements first. The link opens Arun's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 SAASTRLEDGER | Partner, Accel | 1 | 6 | 100% 2/2 | full record on the Official SaaStr Podcast → |