SaaS IPOs

“The average one had three hundred and thirty million in ARR, 49% revenue growth, and a 120% net dollar retention.”

“You know, on the B to B side, Klaviyo, as you know, I think last week filed for the first great SaaS IPO since December, 20 21. Since December, 20 21. They're at six hundred and fifty million in ARR, I think growing almost 60%, and they're profitable, and that…”

“There've only been two SaaS IPOs since the crash of December of 20, 21. There's only been two. In fact, there's only been one point 1.5 because rubric is in process of going IPO.”

“If we look at the SaaS IPOs we've had, and there's only been three since twenty-twenty-one, only three IPOs, all time low.”

“A top four tile company since 2018 was over four hundred million of ARR, growing at almost 60%, worth about seven and a half billion dollars, and as you can see, had very strong metrics, and still took about 10 years for them to get there.”

“There's only been four SaaS IPOs since twenty-twenty-one since there's only been four.”