Alex C.’s Post

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Partner at Meritech Capital

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

Rubrik IPO | S-1 Breakdown ‒ Meritech Capital

Rubrik IPO | S-1 Breakdown ‒ Meritech Capital

meritechcapital.com

Everett Randle

Partner at Kleiner Perkins

4mo

We are so back

Dean Sysman

CEO and Co-Founder at Axonius

4mo

Can't believe it's been so much time since your last one, happy to get the fix back!

Julien Codorniou

Investor at Felix Capital. Facebook and Microsoft Vet'

4mo

thanks for sharing !

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Marc H. Guirand

Unbundling startup risks ✍🏾

4mo

✍🏾

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Marell E.

Founder and General Partner at Exceptional Capital

4mo

This is awesome stuff Alex C.

Steve Vassallo

General Partner at Foundation Capital

4mo

Another insightful breakdown, Alex! 🙏

Ken Smythe

Private Markets | VC | Alternatives Funds

4mo

Great Summary Alex! Been an investor since 2018 Series E.

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Kirby Lam

Technology Growth Investor | Climate Tech

4mo

Wu

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