Rubrik ($RBRK) is the first SaaS company to file for an IPO in 2024, and only the second in the last 2+ years after Klaviyo. Rubrik is an almost $800M ARR business growing almost 50% year-over-year, the fastest LTM (last-twelve-months) ARR growth rate among all current public SaaS companies. Moreover, Rubrik has gone through a successful business model transition to the cloud over the past few years. We dug into their S-1 filing in the linked comment below. Thanks, Tanner Bhonslay, Anthony DeCamillo, and Dan Knight. https://lnkd.in/guWkw3jH
We are so back
Can't believe it's been so much time since your last one, happy to get the fix back!
thanks for sharing !
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Another insightful breakdown, Alex! 🙏
Great Summary Alex! Been an investor since 2018 Series E.
Wu
Partner at Meritech Capital
4mohttps://www.meritechcapital.com/blog/rubrik-ipo-or-s-1-breakdown