Elliott Robinson

Partner, Bessemer Venture Partners · 2 appearances on the record.

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Elliott Robinson is a growth-stage venture capitalist at Bessemer Venture Partners who focuses on enterprise SaaS, cloud software, and AI. He is a co-author of Bessemer's annual State of the Cloud Report and 10 Laws of Cloud Computing, and has backed companies including Canva, Hinge Health, Hyperscience, and Netlify.

9statements → 7claims → 7claims resolved → 43%fully supported → 3.89/5average certainty → 1.44/5average debate potential →

3 supported 3 partly supported 1 contradicted how the 7 claims stand · each chip opens the sources

1 prediction · 6 assertions · 2 insights · every statement was checked. The prediction and assertions are the 7 claims: statements the public record can support or contradict. 7 are resolved. 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 Elliott 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

Hyperscience hit 300% ARR growth and 170% net dollar retention in 2020

“Last point on this, they saw almost 300% year over year ARR growth, 10 X growth in platform usage in the new normal, and a 170% net dollar retention, which is huge for any company, quite frankly.”

Elliott Robinson Mar 14, 2021 ▶ 43:34 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community

Their most notable contradicted claim

Assertion Contradicted

Robinson: Auth0 reduced sales cycle length by 50% via cloud marketplaces

“AuthZero found that their size cycle, sales cycle diminished by about 50% in this channel alone.”

Elliott Robinson Mar 14, 2021 ▶ 40:56 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

100% certainty 3

58% certainty 4

none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

What they said9 Episodes2

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

Insight

Robinson: Cloud category leaders typically capture two-thirds of market share

“Typically in a category leader in the cloud, you're going to amass somewhere around 66% or two-thirds of the market share, but scale is also defined by executing a product strategy that allows you to set the pace of innovation, not just for yourself and your c…”

Elliott Robinson Oct 14, 2021 ▶ 14:06 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community

Assertion Partly supported

Robinson: Zoom has captured more than 64% market share in video conferencing

“And they've now achieved more than 64% of market share, and it continues to grow.”

Elliott Robinson Oct 14, 2021 ▶ 15:00 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community

Insight

Robinson: Startups should not scale sales until reps cover fully burdened costs

“You do not want to even think about moving to the next phase. Until those reps, based on their booking and sales yield, are covering the fully board cost of the sales org.”

Elliott Robinson Oct 14, 2021 ▶ 19:27 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community

Assertion Partly supported

Robinson: SaaS companies with usage-based pricing get 10% higher public valuations

“When you juxtapose folks that have a usage-based pricing model versus those that have more of the traditional enterprise license or traditional SaaS sales model, we found that the folks that focus on the usage-based pricing model have about a 10% higher Public…”

Elliott Robinson Mar 14, 2021 ▶ 38:55 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community

Assertion Supported

Hyperscience hit 300% ARR growth and 170% net dollar retention in 2020

Elliott Robinson Mar 14, 2021 ▶ 43:34 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community

Assertion Partly supported

Robinson: 74% of B2B software buyers are using cloud marketplaces

“They ran a survey recently and they found that 74% of B to B SaaS Software buyers have either already bought in the cloud marketplace or plan to do so in the next 12 months, and that represents billions of dollars of transaction in a marketplace where your buy…”

Elliott Robinson Oct 14, 2021 ▶ 23:06 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community

Assertion Supported

Robinson: The number of private unicorns doubled in two years

“But what's crazy to us is that the number of private unicorns has actually doubled, ah, in the past two years.”

Elliott Robinson Mar 14, 2021 ▶ 22:23 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community

Assertion Contradicted

Robinson: Auth0 reduced sales cycle length by 50% via cloud marketplaces

“AuthZero found that their size cycle, sales cycle diminished by about 50% in this channel alone.”

Elliott Robinson Mar 14, 2021 ▶ 40:56 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community

Prediction Held up

Bessemer: Cloud marketplace transaction volume will reach $3B in 2021

“If you look forward to just 2021, we're predicting about a three billion dollar total transaction volume for this go to market strategy.”

Elliott Robinson Mar 14, 2021 ▶ 41:03 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community

Appearances (2)

Episode	Date	Speaking time
State of the Cloud 2021 with Bessemer Venture Partners \| SaaStr Software Community	Oct 14, 2021	16m
The State of the Cloud: 2021 with Bessemer Venture Partners \| SaaStr Software Community	Mar 14, 2021	13m

Elliott Robinson

The record, in short

Their most notable supported claim

Their most notable contradicted claim

Expressed certainty vs assessment result

Appearances (2)

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