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Bento card 4 💸 https://t.co/ZaEM7pfEzr

This co went from 0 to $500K ARR in the last 8 weeks. Lots of people do AI due diligence for Private Equity, but this is the first one that outputs all the analysis natively in Excel files that analysts/principals can understand and modify from formulas up.

Garry Tan x.com

Looks like Lemonade is building a phenomenal business: - $1 to $10 m ARR in 10 months, $100 m in 2.5 years - Reduced Loss Ratio (dollars paid out / dollars earned) from 368% to 78% while growing - Succeeding upselling homeowners insurance to renters.... See more

pranav x.com

💚🤑 https://t.co/ooRdrMHdFW

Noah Shreve 🟠x.com

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One of the greatest runs in business history. Profitable every single quarter too 😳 https://t.co/rITaLrlher

David Senra

x.com

100% of product-led companies end up adding a sales team, if not going sales-led completely

Lenny's Newsletter • GTM motions of 30 B2B SaaS companies

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Show me a business with 5-year CAGRs of: Revenue 54.5% Net Income 74.6% Free Cash Flow 82.5% Earnings Per Share 68% With ~4% dilution CAGR. Evolution Ab is one hell of a business. $EVO.ST... See more

Kyle Grieve

x.com

Customer.io’s 131% net dollar retention is comparable to Front (137%) and in the top quartile of IPO’ing companies

Jan-Erik Asplund • Customer.io: The $400M HubSpot of Product-Led Growth

Strong Early Traction. After a successful beta, Swaypay has 60 retailers on board for its Q4 launch and is targeting 200-300 by end of year.

Sublime

Lenny's Newsletter • GTM motions of 30 B2B SaaS companies

Jan-Erik Asplund • Customer.io: The $400M HubSpot of Product-Led Growth

Packy McCormick • Swaypay: Not Boring Investment Memo