Arun Matthew

Partner, Accel · 1 appearance on the record.

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Arun Mathew is a Partner at Accel, where he joined in 2009. He leads growth and late-stage investments focused on enterprise software, cybersecurity, infrastructure, and SaaS companies.

6statements → 3claims → 2claims resolved → 4/5average certainty → 1.83/5average debate potential →

2 supported 0 partly supported 0 contradicted 1 not checkable as stated how the 3 claims stand · each chip opens the sources

3 assertions · 1 insight · 2 disclosures · every statement was checked. The predictions and assertions are the 3 claims: statements the public record can support or contradict. 2 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Arun argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Matthew: CrowdStrike trades at 12x current ARR and 9.5x forward

“You look at what CrowdStrike is valued at, it's valued on current ARR at 12 times. And you look at a forward number that's nine and a half times.”

Arun Matthew Dec 2, 2022 ▶ 19:35 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Arun Matthew on measured tape to publish a rate. This says nothing about how they speak.

What they said6 Episodes1

Everything Arun Matthew said on the Official SaaStr Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight

Arun Matthew: The Rule of 40 Applies Only to Public-Scale Businesses

“The rule of 40 is a measurement for public company scale businesses. And if you're at orders of magnitude below that at 10 to 15 in ARR, it's a different rule. You know, you'll never get to scale and have that sort of profitability margin at scale unless you'r…”

Arun Matthew Dec 2, 2022 ▶ 41:58 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

Disclosure

Arun Matthew: Accel Made One 2022 Growth Investment Versus 20 in 2021

“We've made one growth investment this year. And so one this year, wow, one this year, and that's down from about 20 from last year.”

Arun Matthew Dec 2, 2022 ▶ 3:36 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

Assertion Not checkable as stated

Matthew: Under 30% of Accel Portfolio Expected to Hit 2022 Plans

“So I would say less than half of our companies are hitting original 20, 20, 22 plans. And I think by the end of the year, you know, it'll probably be closer to 25 to 30% that we're seeing across a very large sample size.”

Arun Matthew Dec 2, 2022 ▶ 10:53 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

Disclosure

Matthew: Accel SMB-Focused SaaS Companies Struggle with Retention Versus Enterprise

“In terms of gross retention, we're seeing varying degrees of success of gross retention across different customer segments, meaning SMB in this environment is more challenged than enterprise. And our companies that are exposed to SMB in particular are having a…”

Arun Matthew Dec 2, 2022 ▶ 34:05 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

Assertion Supported

Matthew: CrowdStrike trades at 12x current ARR and 9.5x forward

“You look at what CrowdStrike is valued at, it's valued on current ARR at 12 times. And you look at a forward number that's nine and a half times.”

Arun Matthew Dec 2, 2022 ▶ 19:35 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

Assertion Supported

Matthew: 1Password bootstrapped 15 years before raising a $600M round

“Iconic and Excel invested in one password, which had been bootstrapped for 15 years before they ended up. Before they ended up raising capital, you know, they raised a six hundred million dollar round over the last couple of years.”

Arun Matthew Dec 2, 2022 ▶ 26:02 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

Appearances (1)

Episode	Date	Speaking time
Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at	Dec 2, 2022	10m

Arun Matthew

The record, in short

Their most notable supported claim

How they sound: not measured why? →

Appearances (1)

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