Heading

CompanyTickerIPO YearCashDebtEquityNet InvestmentRevenue/Net Investment ("Efficiency")Revenue
Mongo DBMDB2017$69,305$0$407,814$338,509$0.30$101,358
SendgridSEND2018$37,397$5,628$90,018$58,249$1.92$111,888
DropboxDBX2018$430,000$174,300$1,148,400$892,700$1.24$1,106,000
ZuoraZUO2018$48,208$16,359$186,152$154,303$1.09$167,926
DocusignDOCU2018$257,436$0$707,766$450,330$1.15$518,504
SmartSheetSMAR2018$58,158$6,546$138,579$86,967$1.28$111,253
ZscalerZS2018$87,978$0$219,711$131,733$0.95$125,717
Survey MonkeySVMK2018$35,345$411,706$217,595$593,956$0.37$218,773
PagerDutyPD2019$127,875$0$232,961$105,086$1.12$117,823
Zoom VideoZM2018$63,624$0$177,312$113,688$2.91$330,517
FastlyFSLY2018$36,963$50,809$235,987$249,833$0.58$144,563
SlackWORK2019$180,770$0$1,497,734$1,316,964$0.30$400,552
CrowdstrikeCRWD2018$88,408$0$589,123$500,715$0.50$249,824
LivongoLVGO2018$108,928$0$258,718$149,790$0.46$68,431
DynaTraceDT2019$213,170$509,985$1,573,347$1,870,162$0.29$545,803
Health CatalystHCAT2018$28,431$26,906$409,845$408,320$0.28$112,574
Ping IdentityPING2019$67,637$50,941$718,446$701,750$0.35$242,898
DataDogDDOG2018$53,639$0$171,639$118,000$1.68$198,077
CloudflareNET2018$25,055$10,698$413,866$399,509$0.48$192,674
Sprout SocialSPT2019$135,310$20,527$263,943$149,160$0.69$102,707
Bill.comBILL2019$90,306$0$290,979$200,673$0.54$108,351
ZoominfoZI2019$41,400$1,247$200,200$160,047$1.83$293,300
SnowflakeSNOW2019$127,206$211,267$1,091,814$1,175,875$0.23$264,748
Unity SoftwareU2019$129,959$0$912,732$782,773$0.69$541,779
Sumo LogicSUMO2019$101,513$0$437,298$335,785$0.46$155,056
JfrogFROG2019$166,481$0$207,679$41,198$2.54$104,716
PalantirPLTR2019$1,079,154$396,065$3,984,562$3,301,473$0.22$742,555
AsanaASAN2019$351,308$225,182$435,103$308,977$0.46$142,606
DattoMSP2019$27,597$551,999$1,083,218$1,607,620$0.29$458,752
McAfeeMCFE2019$167,000$4,741,000$0$4,574,000$0.58$2,635,000
PubMaticPUBM2019$55,452$0$88,882$33,430$3.41$113,871
C3.aiAI2019$244,978$0$504,492$259,514$0.60$156,666
CertaraCERT2019$29,256$401,379$510,486$882,609$0.24$208,511
QualtricsXM2019$42,467$190,167$586,631$734,331$0.81$591,155
ON24ONTF2019$23,844$24,065$174,666$174,887$0.51$89,133
ViantDSP2019$4,815$17,500$99,687$112,372$1.47$164,892
OloOLO2020$75,756$0$128,557$52,801$1.86$98,424
DigitalOceanDOCN2020$100,311$259,683$272,857$432,229$0.74$318,380
SEMrushSEMR2020$35,531$0$47,034$11,503$10.86$124,875
SimilarWebSMWB2020$55,397$26,853$161,836$133,292$0.70$93,500
UiPathPATH2020$467,518$14,152$1,401,143$947,777$0.64$607,643
AlkamiALKT2020$166,790$24,879$443,263$301,352$0.37$112,142
DoubleVerifyDV2020$33,354$26,962$621,429$615,037$0.40$243,917
SquareSpaceSQSP2020$95,353$539,338$140,433$584,418$1.06$621,149
ZipRecruiterZIP2020$114,539$26,799$183,959$96,219$4.35$418,142
ProcorePCOR2019$118,452$83,656$489,940$455,144$0.64$289,194
SprinklrCXM2020$280,689$78,848$547,053$345,212$1.12$386,930
Monday.comMNDY2020$139,814$21,016$332,305$213,507$0.75$161,123
Zeta GlobalZETA2020$50,725$186,693$182,635$318,603$1.16$368,120
DoximityDOCS2020$142,534$1,254$81,815-$59,465-$3.48$206,897
ConfluentCFLT2020$288,545$50,932$674,209$436,596$0.54$236,577
SentinelOneS2020$395,836$42,094$651,008$297,266$0.31$93,056
EverCommerceEVCM2020$96,035$698,332$948,874$1,551,171$0.22$337,525
CouchbaseBASE2020$56,843$24,948$297,232$265,337$0.39$103,285
KalturaKLTR2020$27,711$50,040$168,500$190,829$0.63$120,440
Blend LabsBLND2020$151,723$14,004$436,193$298,474$0.32$96,029
MeridianLinkMLNK2020$37,739$546,877$323,822$832,960$0.24$199,340
Powerschool HoldingsPWSC2020$52,734$1,208,776$1,855,730$3,011,772$0.14$434,888
Fresh WorksFRSH2020$238,115$0$2,895,096$2,656,981$0.09$249,659
Definitive HealthcareDH2020$24,774$461,877$1,303,058$1,740,161$0.07$118,317
ForgeRockFORG2020$99,953$39,396$252,105$191,548$0.67$127,634
AmplitudeAMPL2020$117,783$0$225,515$107,732$0.95$102,464
GitlabGTLB2020$282,850$0$611,796$328,946$0.46$152,176
EnfusionENFN2020$13,938$98,563$165,515$250,140$0.32$79,565
avidxchangeAVDX2020$252,458$193,508$832,624$773,674$0.24$185,927
InformaticaINFA2020$362,733$2,881,183$2,147,698$4,666,148$0.28$1,323,096
BackBlazeBLZE2020$6,076$19,531$10,578$24,033$2.24$53,784
ExpensifyEXFY2020$34,401$49,350$66,417$81,366$1.08$88,072
WeaveWEAV2020$55,698$18,442$168,199$130,943$0.61$79,896
BrazeBRZE2020$28,981$0$206,239$177,258$0.85$150,191
UserTestingUSER2020$96,972$0$213,649$116,677$0.88$102,195
HashicorpHCP2020$270,793$19,144$443,272$191,623$1.11$211,854
SamsaraIOT2020$399,887$173,274$982,189$755,576$0.33$249,905
KlaviyoKVYO2022$385,820$62,408$2,780,918$2,457,506$0.19$472,748
RubrikRBRK2023$130,031$287,042$980,207$1,137,218$0.55$627,892
WaystarWAY2023$35,580$2,226,150$2,234,688$4,425,258$0.18$791,010
OnestreamOS2023$117,087$20,027$281,306$184,246$2.03$374,921
ServiceTitanTTAN2024$146,710$245,959$2,018,163$2,117,412$0.29$614,341
MEDIAN2020$96,504$24,914$370,060$313,790$0.58$195,376
AVERAGE2020$140,012$240,593$634,313$734,894$0.90$304,695