Listen "Figma S-1"
Episode Synopsis
Figma is a web-based collaborative design platform used by product designers, UX/UI teams and developers. They also just recently filed their S-1.During this episode, Dave "CAC" Kellogg and Ray "Growth" Rike discuss several aspects of the S-1 including:Customer count & revenue by customer segment (< $10,000 ARR, > $10,000 ARR, > $100,000 ARR, > $1M ARR)Net Revenue (Dollar) Retention Rate Calculation (132%)Gross Revenue (Dollar) Retention Rate Calculation (96%)Rule of 40 = 79 (higher than Palantir)Impact of the Adobe acquisition collapse - an enterprise valuation perspectiveInspiration for the discussion and a few data points beyond what was in the Figma S-1 included:Jamin Ball - Clouded Judgement NewsletterOnly CFO NewsletterCJ Gustafson - Mostly Metrics NewsletterIf you are interested in SaaS companies, S-1 filings and SaaS Metrics such as Net Revenue Retention, Gross Revenue Retention, and Rule of 40 - those metrics that impact enterprise value - this episode is for you!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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