People, every show

Janelle Teng

Partner, Bessemer Venture Partners. On 1 show, 1 appearance. The Shows tab opens the full record on each.

investoroperatoranalyst@NextBigTeng ↗nextbigteng.substack.com ↗

She focuses on early-stage and growth investments in applied AI/ML, data infrastructure, developer platforms, and defense tech at Bessemer Venture Partners. A co-author of Bessemer's State of the Cloud and State of AI reports, she previously worked as a product manager at SalesforceIQ.

What they said4 Shows1

Everything Janelle Teng said on any show that made the record, most notable first. Each card names its show and opens the statement there.

SAASTR Prediction Not checkable as stated

Teng: Top private cloud companies will follow Klaviyo to IPO shortly

“And at Bessemer, we very much believe that the top private cloud companies will shortly follow suit as well.”

Janelle Teng Sep 20, 2023 ▶ 4:50 State of the Cloud 2023 with Bessemer Venture Partners

SAASTR Insight

Teng: Growth-to-FCF valuation premium dropped from 6:1 in 2021 to 2:1

“At peak bull market exuberance, so this was the end of 2021, a one percent improvement in revenue growth had the same impact on valuations As a six percent improvement in free cash flow margin. So said another way, growth was more important than profitability …”

Janelle Teng Sep 20, 2023 ▶ 6:46 State of the Cloud 2023 with Bessemer Venture Partners

SAASTR Assertion Supported

Teng: Top BVP Cloud Index companies doubled FCF margins to 14%

“Today, the top 10 highest valued BVP cloud index companies are driving an average of 14% free cash flow, and this is double what the same top 10 cohort had achieved just a year ago.”

Janelle Teng Sep 20, 2023 ▶ 6:12 State of the Cloud 2023 with Bessemer Venture Partners

SAASTR Assertion Supported

BVP Cloud Index is up over 25% year-to-date in 2023

“Year to date, the BVP cloud index is already up over 25%, indicating that there may be light at the end of this tunnel.”

Janelle Teng Sep 20, 2023 ▶ 3:38 State of the Cloud 2023 with Bessemer Venture Partners

One line per show, most statements first. The link opens Janelle'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, Bessemer Venture Partners	1	4	100% 2/2	full record on the Official SaaStr Podcast →