SPAC

also referred to as: spacs

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement May 17, 2021 by Alex Bean · across every show →

Everything said about SPAC, oldest first

May 17, 2021

Insight

Bean: Companies need $200M to $300M in revenue to go public

“So if you're going to go public now SPACs do make it a little bit different, but I think you see a lot of companies that go public and we would look at it and say, Hey, you gotta be doing like two hundred million of revenue, you know, three hundred million of …”

Alex Bean May 17, 2021 ▶ 13:51 Divvy Founder Sees Clear Path to $100m, 20k Customers, Most Revenue from CC fees, $1b+ in GMV

Aug 20, 2021 positive

Disclosure

Mark Smith: CleanConnect.ai considers SPAC route to acquire engineering companies

“You know, we're talking about doing a SPAC and putting extra money and buying up because I was very successful near the last year prior to exit of buying great engineering companies who couldn't market their way out of a wet paper bag.”

Mark Smith Aug 20, 2021 ▶ 17:31 Oil and Gas ESG SaaS Hits $1.2m ARR in 12 Months, $5m Raise Next?

Jul 7, 2022 neutral

Disclosure

ServiceMax Chose to Walk Away From Planned SPAC Transaction

“We chose not to go down and execute on the SPAC at the end, by the way, to be clear, but the, all the work that we did was huge.”

Neil Brewer Jul 7, 2022 ▶ 23:10 ServiceMax Breaks $150m ARR, Kills 2021 SPAC, Growing 20-35% This Year Helping 400 Customers Schedule Technicians to do Physical Repairs

Feb 26, 2026 negative

Opinion

Yaman: Boxed went public via SPAC before it was fundamentally ready

“So we did go public via SPAC. So we were kind of in the public markets, maybe over our skis a little bit, not fully ready to be there, whether that's from a KPI standpoint, growth standpoint, or just fundamentals standpoint.”

Jared Gaiman Feb 26, 2026 ▶ 16:17 From $187M Ecommerce to $5M ARR SaaS: Spresso's Post-Bankruptcy Pivot to Enterprise Software | Jared Yaman

SPAC

Everything said about SPAC, oldest first

Turn any episode into a week of clips.