Meritech Capital

Market leaders in markets that matter

[Meritech Capital @MeritechCapital]

Excited to partner with @withdavidai, the first audio data research lab, and support their mission of taking AI voice capabilities to new heights! @nvidia @jaltma @firstround @BoxGroup @lizwessel @grosen https://t.co/v2qFqQ7EFJ

[Alex Kurland @atkurland]

Incredible to watch @ClayRunHQ continue to execute at the highest level and build the AI revenue engine of the future. Congrats on the Series C milestone! @kareemamin @vxanand @CapitalG @jane_eliz_alex @SapphireVC @rajeevdham @MeritechCapital

[Meritech Capital @MeritechCapital]

We’re excited to support @owner on their mission to empower local businesses to take on their goliaths – with an all-in-one, AI-powered system to help drive profitable growth automatically. @adamguild @deanbloembergen @alexbard @jaltma @jasonlk
https://t.co/hKXn3lff14

[Meritech Capital @MeritechCapital]

Thrilled for our partnership with @Pennylane_tech. More in @atkurland's post below about why we’re so excited for the future of accounting and financial management alongside @Ar_Waller and the amazing team that is building this company!

[Alex Kurland @atkurland]

1/ In just 5 years, @Pennylane_tech has built the dominant financial & accounting management software platform (core GL) in France. They are in a unique position to enable the accounting firms they serve, and in turn their end clients, to thrive in an AI-first world and modernize operations in the face of the vast eInvoicing reforms impacting so many European countries.

[Meritech Capital @MeritechCapital]

We're excited to welcome @arshammem to Meritech as our newest General Partner! More below:

https://t.co/xkKUhXSWKG

[Meritech Capital @MeritechCapital]

2) More in our blog post here: https://t.co/svw3v7shUZ

[Meritech Capital @MeritechCapital]

1) We are excited to double down in @clay_gtm and continue to support their vision of enabling GTM teams to turn any growth idea into reality. Congrats on the well deserved milestone! @kareemamin @vxanand @alexrkonrad https://t.co/DMenuB6XNg

[Meritech Capital @MeritechCapital]

The deadline to submit for the seventh annual #AI50, the definitive list of the world’s most promising AI startups, is approaching on Mon, Feb 7, 2025. Submit your nomination below:

Nomination Form: https://t.co/xoaHBXeojZ
Forbes Announcement: https://t.co/byYrModgT8

[Alex Clayton @afc]

Check out the market section presentation from @MeritechCapital's 2024 Annual Meeting. We cover the public and private markets and the opportunity in AI. Some of our favorite slides in this thread and link to full preso below:

https://t.co/cCTzhbBA8j

[Meritech Capital @MeritechCapital]

Excited to lead @WeAreInforcer's Series A as they streamline Microsoft policy configuration for MSPs! https://t.co/RkuKfW71Aw

[Alex Clayton @afc]

1/ We share observations about the current platform shift toward AI and its potential for disruption. Although, it’s never been a better time to be a market-leading public SaaS company. They are more valuable and efficient today than ever over the past decade. The top 10 median market cap and ARR multiples are below.

[Alex Clayton @afc]

Financial planning platform @OneStream_Soft ($OS) filed for an IPO, only the 2nd of 2024. Their IPO performance should be a barometer for application SaaS companies under $500M of ARR heading into the public markets. They’re at $480M of ARR growing over 30%—more about their IPO and some cool charts in the link below. Thanks Cathy, @danKnightNews1, and @amdecamillo.

https://t.co/NJwATeKomm

[Meritech Capital @MeritechCapital]

Thrilled to partner with @clayrunhq + support their mission of building the creative GTM tool for growing businesses. Clay has provided a ton of value to Meritech + our portfolio companies and we love the community that's formed around the platform. Congrats @kareemamin @vxanand

[Katie Roof @Katie_Roof]

It’s AI for sales and marketing folks and I’m told it was a very competitive round to get access to. Sequoia-backed Clay is now valued at $500m https://t.co/uwurRYpxoc

[Meritech Capital @MeritechCapital]

We are thrilled co-lead @HuntressLabs Series D financing. We’ve been in awe of their growth from a highly robust EDR solution to a complete security platform that protects the SMEs that power our global economy. More here: https://t.co/KzpnLXgO9x. @KyleHanslovan @chrisbisnett

[Alex Clayton @afc]

Given that the IPO window could open soon, we thought it was the right time to analyze what it might take for a SaaS company to go public in today’s market. Moreover, there is a narrative that a business must be close to $1B of ARR to go public. We believe that is no longer relevant. For businesses that are $250M+ in ARR, growing quickly and durably, and with strong margins, now is the time to start thinking about the public markets. There is precedent for “smaller” IPOs that were massively successful in companies like CrowdStrike, Datadog*, HubSpot, Shopify, and others. Importantly, deciding to IPO isn’t just about financial profile, so we’ve included questions management teams should ask themselves to help determine if they are ready for the public markets.

https://t.co/ryElj6rvxi

[Forbes @Forbes]

Introducing Forbes’ sixth annual #ForbesAI50 list https://t.co/JB5XeraQOr

[Alex Clayton @afc]

Rubrik ($RBRK) is the first SaaS company to file for an IPO in 2024. $RBRK is an almost $800M ARR business growing almost 50% year-over-year, the fastest LTM ARR growth rate among all current public SaaS companies. A lot more here:

https://t.co/AI7vcj2iZm

[Meritech Capital @MeritechCapital]

Due to overwhelming interest, the deadline to submit for the sixth annual #AI50, the definitive list of the world’s most promising AI startups, has been extended to 2/12!

https://t.co/xd4qMFxOgn

[Meritech Capital @MeritechCapital]

The deadline to submit for the sixth annual #AI50, the definitive list of the world’s most promising AI startups, is rapidly approaching on Monday, February 5, 2024. Submit your nomination below!

https://t.co/bgxhKLf6AX

[Meritech Capital @MeritechCapital]

We are delighted to open nominations for the 6th annual #ForbesAI50 alongside @Forbes and @sequoia, showcasing the world’s leading AI companies. Don’t miss this chance to show your AI company is best in class. Submissions are open now through February 5th:
https://t.co/sUbPkhuoHD