Product usage matters more than early ARR because revenue is lagging
Saurya Prakash Sinha · Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko · May 30, 2025 · at 50:25
Saurya Prakash Sinha, co-founder of Recko (acquired by Stripe), discusses why early-stage B2B investors and founders over-index on revenue metrics instead of product adoption.
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“I think more than revenue, what I would more index on is product shape and product usage, because your revenue is your lagging metric. Sometimes you can have a lot of revenue, right? But maybe you might, you know, just cap out at like five or six mil right over there.”
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