Sublime
An inspiration engine for ideas
create tens of billions of dollars of value for our shareholders.
Brad Jacobs • How to Make a Few Billion Dollars
can be a part of the value chain
Adrian J. Slywotzky • The Profit Zone: How Strategic Business Design Will Lead You to Tomorrow's Profits
...built on operational excellence playbooks, top-tier talent networks, and a long term commitment to the business model in the mold of ThomaBravo or Vista Equity seems on the horizon.
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
Metric at IPO
KVYO
BRZE
Primary Motion
PLG
SLG
Revenue Growth
54%
52%
Revenue, $m
585
185
Gross Margin
77%
72%
ACV, $k
4.5
169
NDR
1.21
1.26
Est. Sales Efficiency
1.04
0.61
Profitability
4.7%
-21%
CFO / Revenue
18%
- 17%
KVYO
BRZE
Primary Motion
PLG
SLG
Revenue Growth
54%
52%
Revenue, $m
585
185
Gross Margin
77%
72%
ACV, $k
4.5
169
NDR
1.21
1.26
Est. Sales Efficiency
1.04
0.61
Profitability
4.7%
-21%
CFO / Revenue
18%
- 17%
A New Marketing Behemoth Klaviyo : How 7 Key Benchmarks Stack Up in the S-1 by @ttunguz
Second, besides being riskier, high growth is much harder to manage.
Adrian J. Slywotzky • The Profit Zone: How Strategic Business Design Will Lead You to Tomorrow's Profits
Another way to think about [expanding a company into an adjacent market] is, will this new offering contribute back to your growth function. Let's say that for a marketplace, growth is a function of GMV, take rate, frequency of orders, size of orders, AOV, all that stuff. The new product offering should have a neutral to positive impact on those va... See more
Sacra • Ameet Shah, partner at Golden Ventures, on the economics of vertical SaaS marketplaces
Growth Centric
Ivan Florentino • 1 card