Clouded Judgement 1.19.24 - The Bar for Going Public
cloudedjudgement.substack.com
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! The Bar For Going Public There’s a lot of talk recently about “are IPO markets open” or “what scale do I need to get public.” If we look historically at the period from 2015-2020 (ignoring 2021 IPOs) the rough medians were ~$200m ARR (minimum was $100m ARR), 50% YoY growth, and >120% net retention. You can find more details in
Clouded Judgement 1.19.24 - The Bar for Going Public
Clouded Judgement 1.19.24 - The Bar for Going…
Clouded Judgement 1.19.24 - The Bar for Going Public
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! The Bar For Going Public There’s a lot of talk recently about “are IPO markets open” or “what scale do I need to get public.” If we look historically at the period from 2015-2020 (ignoring 2021 IPOs) the rough medians were ~$200m ARR (minimum was $100m ARR), 50% YoY growth, and >120% net retention. You can find more details in