Viewing profile — publiccomps

This looks awesome!

Here's a teardown of the UiPath S1 of the business metrics, product/market, competition, etc: https://blog.publiccomps.com/ui-path-s-1-ipo-teardown/

I just wrote a S-1 teardown of Snowflake: https://blog.publiccomps.com/snowflake-s1-ipo-teardown/ Would love feedback! Included some helpful quotes from this thread too on why Snow…

Procore is going public and just published its S-1. https://www.sec.gov/Archives/edgar/data/1611052/000119312520057081/d564161ds1.htm#toc564161_12. It's a $339m ARR growing 55% ann…

I wrote an article summarizing the S-1 and contextualizing Datadog's metrics against its competitors (New Relic, Elastic, Splunk): https://medium.com/@jonbma/datadog-s-1-teardown-3…

Public Comps co-founder Jon here! Let us know if you all have any thoughts or reaction to our analysis of Crowdstrike which is going public this Wednesday. Here's the high-level an…