The Ledger
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Doug Pepper: ICONIQ Seeks Near-Tripling Growth for Sub-$10M ARR Startups
“Below 10, we're still looking for companies that are, they're maybe not tripling, but close. And the old saying is the reason that Neeraj came up with triple, triple, double, double is if you're not tripling at single digits, it's awfully hard to believe that …”
ICONIQ Models Exit Revenue Multiples Compressing From 30x to 10x
“We're investing today at a 30 times multiple of revenue, and we're assuming in five years from now when we exit, that we're going to exit at a 10 times multiple. So we always factored this compression into our models, even before this happened.”