The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Agarwal: Cvent will collect over $500 million in cash this year
“So basically, we'll collect more than half a billion in cash this year.”
Agarwal: Cvent's profit margins are substantially north of 10%
“And our numbers are north of this, frankly, substantially north of this. Let's just say you want 10% profit.”
Agarwal: Vista used Cvent's $130M cash balance to fund buyout
“We had one hundred and thirty million dollars cash in our balance sheet. They use that to buy our own company.”
Vista Equity paid 7.2x revenue multiples for Cvent and Marketo
“Vista Equity loves 7.2 X multiples. It's the multiple they paid for Cvent. It's also the multiple they paid for Marketo.”
Agarwal: Cvent Net Revenue Retention Is Above 100% But Below 115%
“So we're certainly north of 100. We're not, Approaching one, 15, one, 20. So I'll just kind of just say that.”
Agarwal: Cvent powers conferences for Dreamforce and AWS
“We do, you know, helping Dreamforce, AWS, their large conferences of 50, 80, 90,000, whatever, 100,000”
Agarwal: Cvent Doubled Revenue and Grew Headcount to Nearly 4,000
“We closed our deal in 16, and so we have more than doubled already as an organization. So to give you a sense, we were about 18 or 1900 employees. This year, we'll end the year, we're starting to approach 4000 employees. And in terms of revenue, we've more tha…”
Agarwal: Cvent operated for 13 years without raising outside capital
“For 13 years, we didn't raise any capital. We relied on ourselves, so it changes the way you look at a lot of metrics.”