Doug Pepper
10 statements across 3 episodes · 3 bullish · 3 bearish · 1 people on the record · first statement May 6, 2022 by Doug Pepper · across every show →
On the record as a speaker too: Doug Pepper's record, appearances and statements → this page counts the times other people say the name.
Everything said about Doug Pepper, oldest first
May 6, 2022
Pepper: Marketo sold for $1.8B before Vista flipped it for $4.5B
“And we sold Marketo for 1.8 billion. Phenomenally great outcome. And then Vista sells it two years later for 4.5 billion. And we felt like we left a lot of money on the table. It was actually kind of painful despite being a great outcome.”
May 6, 2022
Pepper: Well-capitalized market leaders should accelerate in downturns, not cut burn
“There's going to be some that are market leaders that are performing really well, that have three years of capital that you say, let's hit the gas and separate from competitors. There might be others that are having a tougher time that don't have two years of …”
Dec 2, 2022 bearish
Dec 2, 2022 bullish
Dec 2, 2022 positive
Pepper: Down Rounds Are Not Fatal and Founders Should Accept Them
“Down round isn't the end of the world. Look at our public companies. They're all down and they're surviving and it's not ideal, but you can celebrate having raised a prior round at a really low cost to capital. And if you have to do a down round and move forwa…”
Dec 2, 2022 bearish
Dec 2, 2022 bullish
Pepper: Venture investing activity will be dramatically higher by late 2023
“I think the public, I think it's a great time to buy a lot of these names in the public markets. That's not investment advice, but given that, I think we're going to be in a much better place next year. And then in terms of our activity levels, I think dramati…”
Dec 2, 2022 bearish
Nov 30, 2023
Predictable Growth and NDR Rank as Top SaaS Valuation Drivers
“We looked at all the publicly traded SaaS companies and did a regression analysis of what are the key drivers of your valuation and your valuation multiple. And this is actually the answer in order. Revenue growth, probably not surprisingly, but not just growt…”
Nov 30, 2023
Revenue Growth Overtook Efficiency as the Top Valuation Driver in Q2 2023
“What you can see through kind of most of 22 last year was that efficiency went to the top. That's how companies were valued. And of course, now look at the very last point on the far right. Q two, 20, 23, it's flipped again and on top revenue growth.”