Excel

11 statements across 6 episodes · 2 bullish · 2 bearish · 6 people on the record · first statement Sep 3, 2024 by Don Mal · across every show →

Everything said about Excel, oldest first

Sep 3, 2024 positive
Assertion Supported
Mal: IBM discontinued Clarity Systems' product after acquisition, opening market for Vena
“When IBM acquired the company where we worked, they discontinued the product that we then re-entered the market with our own approach, so we fill that void in a sense. Their product, the company that was sold to IBM, had an Excel look and feel capability withi…”
Don Mal Sep 3, 2024 ▶ 5:27 They hit $100M ARR—in a "crowded market". Here's how they got to $1M ARR in just 18 months. | Don... · PMF Show
Sep 3, 2024 neutral
Assertion Not checkable as stated
Mal: Planning software vendors replacing Excel succeed mainly in enterprise
“The vendors that have done well, you know, extremely well in the market where they replace Excel have gone more to the enterprise segment of the market, larger companies.”
Don Mal Sep 3, 2024 ▶ 4:36 They hit $100M ARR—in a "crowded market". Here's how they got to $1M ARR in just 18 months. | Don... · PMF Show
Apr 28, 2025
Assertion Not checkable as stated
Boesch: 60% of new restaurant software users migrate from paper and Excel
“There's still, it's still, like, 60% of people come up from paper and excel, still.”
Jordan Boesch Apr 28, 2025 ▶ 16:31 He launched a “side-project”— now it’s used by 10% of all restaurants. | Jordan Boesch, Founder o... · PMF Show
Apr 28, 2025 neutral
Assertion Not checkable as stated
Boesch: 7shifts v1 was a shared login to download Excel spreadsheets
“That was the first version, which is basically allowing folks to all log in with the same email and password and then download the Excel spreadsheet that my dad would upload through the app that I had built initially.”
Jordan Boesch Apr 28, 2025 ▶ 3:24 He launched a “side-project”— now it’s used by 10% of all restaurants. | Jordan Boesch, Founder o... · PMF Show
Jun 30, 2025
Insight
Woollen: Non-programmers analyze data through playful experimentation, not linear pipelines
“No one opens up Excel and it's like, here are the next 20 things I'm going to go do. They just play around.”
Rob Woollen Jun 30, 2025 ▶ 40:49 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Sep 22, 2025
Insight
Product managers must manually prove feature value in Excel before writing code
“I now tell my product people, I've been saving it for a long time. Basically, you will not send anything To development until you will show a customer that experienced this value without the actual product. Hack it in Excel and Power BI. Be the person for them…”
Aviv Leibovici Sep 22, 2025 ▶ 47:21 He spent 5 months working with customers before building—then grew to $10s of millions ARR. | Avi... · PMF Show
Feb 26, 2026 negative
Insight
Gurfinkel: CFOs with 15 years in Excel won't adopt web-based FP&A
“You are a CFO of a 200 employees company. You use Excel for 15 years to run your finance. You will never leave Excel. So all these web-based FP&A solution, FP&A web-based financial system, you will never Even think to move from Excel to the web.”
Didi Gurfinkel Feb 26, 2026 ▶ 7:02 He failed for 5 years. Then hit $20M ARR with 100% outbound. | Didi Gurfinkel, Founder of Datarails · PMF Show
Feb 26, 2026
Insight
Gurfinkel: CIOs want to replace Excel, but finance teams insist on it
“If you speak with the CIO of the company, you speak with the business, the typically business user, they use Excel, but their dream is to get rid of Excel, right?... Finance people want to stay with Excel because it's more just a tool. This is part of their, e…”
Didi Gurfinkel Feb 26, 2026 ▶ 15:20 He failed for 5 years. Then hit $20M ARR with 100% outbound. | Didi Gurfinkel, Founder of Datarails · PMF Show
Feb 26, 2026 positive
Assertion Not checkable as stated
Gurfinkel: Datarails beat competitors in every deal due to connectivity
“And when we came with such a compelling and impressive technology with this capability that we beat them in every deal. In every deal, we beat them because they couldn't even get close to what we offer with this connectivity with Excel and database.”
Didi Gurfinkel Feb 26, 2026 ▶ 19:15 He failed for 5 years. Then hit $20M ARR with 100% outbound. | Didi Gurfinkel, Founder of Datarails · PMF Show
Feb 26, 2026
Disclosure
Gurfinkel: Did Not Know What FP&A Was When Founding Datarails
“When we founded in the company in in in I honestly, I didn't even know what is FP&A. The solution or the concept or the technology that we developed. Well, nothing related to finance. It was related to business users that use Excel.”
Didi Gurfinkel Feb 26, 2026 ▶ 4:40 He failed for 5 years. Then hit $20M ARR with 100% outbound. | Didi Gurfinkel, Founder of Datarails · PMF Show
Mar 19, 2026 negative
Insight
Hastings: Traditional month-end accounting workbooks lose vital business context
“All of that data is lost because that work is done usually in manual spreadsheets that lives on someone's laptop, and it's done a little bit differently month over month. These are called month-close workbooks, which are always an Excel sheet living on, on som…”
Helen Hastings Mar 19, 2026 ▶ 10:07 She raised $20M from Accel to replace QuickBooks with AI. | Helen Hastings, Founder of Quanta · PMF Show
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