IntSights

7 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Feb 10, 2025 by Alon Arvatz · said 23 times in 1 episodes since 2025 · across every show →

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brought up most by Pablo Srugo (13), Alon Arvatz (10)

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Everything said about IntSights, oldest first

Feb 10, 2025
Assertion Not checkable as stated
Glilot backed IntSights without a pitch deck due to prior sector diligence
“And we were lucky that Glilot in specific, they knew about our space. And they almost made an investment in our space a few months earlier. So they knew the space very well. We didn't have to convince them about the space and that's what made it possible.”
Alon Arvatz Feb 10, 2025 ▶ 17:16 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025
Disclosure
Arvatz forfeited most of his IntSights earnout holdback to start PointFive
“Yes, we actually had, like two and a half like retention period, ok? And we gave most of the holdback, ok, to go and start .5.”
Alon Arvatz Feb 10, 2025 ▶ 37:45 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025
Assertion Not publicly verifiable
IntSights reached over $30M ARR at the time of its acquisition
“Yeah, we were at 30 plus.”
Alon Arvatz Feb 10, 2025 ▶ 25:29 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025
Assertion Not checkable as stated
IntSights scaled from $1M to $4M ARR in its first two years
“Like in the first year, I told you, we didn't really have a product and we hit like one million dollars ARR. The second year was already four.”
Alon Arvatz Feb 10, 2025 ▶ 24:56 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025 positive
Insight
Arvatz: Build the UI and do backend work manually before automating
“That's what we did because we said, okay, we want to start engagement. We want to start selling. It will take us time to build a software. Let's in the meantime, build a UI. We'll do it manually behind the scenes. We'll learn how to do it right through the man…”
Alon Arvatz Feb 10, 2025 ▶ 18:26 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025 negative
Insight
Arvatz: Only fake backend workflows if they are automatable within four months
“I would only do something manually. If I know I can automate within three, four months, I wouldn't do something manually that I know it will take me at least a year to automate, which is something we did in insights and eventually it slowed us down.”
Alon Arvatz Feb 10, 2025 ▶ 21:40 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025 negative
Disclosure
Arvatz: Exiting IntSights for $335M was a demotivating anti-climax
“The minute we sold the company, it was a complete anti-climax experience because for me suddenly, okay, it's not yours anymore. You don't have the responsibility anymore of like making the company work. And just like, you know, the motivation energy goes a bit…”
Alon Arvatz Feb 10, 2025 ▶ 26:56 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
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