“When we look across our portfolio of a 120 companies, you know, probably 70, 80% of those in software.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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More from Matt Jacobson
Insight
Jacobson: European Founders Build Greater Durability With Less Capital Than US Peers
“The founders are super humble, and have generally had to do a lot more with, ah, with less, which has just created amazing durability in terms of the company. So, just really impressive Capital allocation. And the companies, you know, many of these companies h…”
Matt JacobsonAug 9, 2022▶ 28:55Finding Opps in Every Challenge: From Humble Beginnings to 30 Million Users with Miro CEO
AssertionSupported
Jacobson: Miro Has Approximately 35 Million Total Users
“Right now, you've got, I think, thirty-five million you know, total users, and still growing in a very fast clip”
Matt JacobsonAug 9, 2022▶ 3:41Finding Opps in Every Challenge: From Humble Beginnings to 30 Million Users with Miro CEO
Disclosure
Jacobson: Some ICONIQ Companies Raised Capital Every Six Months in 2020-2021
“In twenty-twenty and twenty-twenty-one, it was, you know, extremely active and the market was vibrant and, you know, there were companies in our portfolio that were raising capital, you know, every six months in some cases and the world was awash with capital.”
Matt JacobsonAug 9, 2022▶ 37:23Finding Opps in Every Challenge: From Humble Beginnings to 30 Million Users with Miro CEO
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