# What Was In Amplitude's S1?

**Financial Snapshot**

LTM revenue (+53% YoY)**$129M**Annualized revenue run rate (+66% YoY)**$157M**Gross margin**69%**FCF margin**(4%)**Dollar-based net retention rate**119%**CAC payback period**18 months**

Price (8/19/2021) | 3-Mo % Price Px. | 12-Mo % Price Px. | Equity Value | Enterprise Value | EV / Implied ARR | EV / NTM Revenue | Growth Adj. EV / NTM Revenue | Implied ARR | Net New ARR | LTM Revenue | Implied ARR (% YoY Growth) | LTM Revenue (% YoY Growth) | NTM Revenue (% YoY Growth) | GM (% LTM Margins) | S&M (% LTM Margins) | R&D (% LTM Margins) | G&A (% LTM Margins) | OpEx (% LTM Margins) | FCF (% LTM Margins) | Rule of 40 | Magic Number | Payback Period | OpEx Payback Period | Implied Average ACV | Implied ARR / FTE | Annualized OpEx / FTE | Net Dollar Retention | Multiple Return Since IPO | Share Price CAGR Since IPO | |

Fastly | $39.22 | -9% | -51% | $4,767 | $4,630 | 14.3x | 12.4x | 0.82x | $323 | $1 | $323 | 14% | 31% | 15% | 58% | 34% | 23% | 19% | 76% | -19% | -5% | 0 | - | - | $125 | $325 | $279 | 121% | 2.5x | 49% |

Sumo Logic | $19.17 | 7% | - | $2,370 | $1,961 | 9.1x | 7.9x | 0.44x | $216 | $0 | $210 | 15% | 23% | 18% | 73% | 51% | 34% | 22% | 106% | -19% | -4% | 0 | - | - | $100 | $284 | $447 | 112% | 0.9x | -14% |

Zuora | $15.27 | 5% | 30% | $1,940 | $1,747 | 6.7x | 5.0x | 0.45x | $261 | $0 | $312 | 14% | 9% | 11% | 63% | 33% | 18% | 14% | 65% | 3% | 17% | 0 | - | - | - | $219 | $179 | 103% | 1.1x | 3% |

C3.ai | $44.79 | -21% | - | $6,110 | $5,017 | 29.1x | 20.4x | 0.60x | $172 | $2 | $183 | 17% | 17% | 34% | 76% | 48% | 36% | 13% | 97% | -21% | -4% | 0.1 | 234.8 | - | $1,938 | $300 | $400 | - | 1.1x | 10% |

Salesforce | $253.07 | 14% | 23% | $249,006 | $232,862 | 10.5x | 8.5x | 0.38x | $22,144 | $240 | $22,350 | 21% | 23% | 22% | 76% | 40% | 13% | 8% | 61% | 25% | 46% | 0.1 | 160 | 246 | - | $387 | $259 | - | 92.0x | 30% |

Box | $24.63 | 6% | 38% | $3,900 | $3,751 | 4.6x | 4.3x | 0.40x | $810 | $14 | $790 | 10% | 10% | 11% | 73% | 29% | 18% | 10% | 56% | 28% | 38% | 0.2 | 67.4 | 129 | $8 | $411 | $228 | 102% | 1.8x | 9% |

Coupa | $210.25 | -7% | -30% | $15,913 | $16,846 | 30.1x | 23.5x | 1.08x | $560 | $21 | $589 | 33% | 38% | 22% | 57% | 45% | 25% | 18% | 87% | 14% | 47% | 0.2 | 116.2 | 236.3 | $270 | $206 | $352 | 114% | 11.7x | 66% |

Medallia | $33.65 | 35% | 8% | $6,021 | $6,051 | 14.3x | 10.2x | 0.51x | $424 | $9 | $496 | 19% | 18% | 20% | 67% | 42% | 20% | 12% | 74% | -6% | 13% | 0.2 | 108.6 | 169.6 | $341 | $204 | $165 | 111% | 1.6x | 25% |

*Anaplan | $58.84 | 7% | 24% | $8,807 | $8,493 | 17.9x | 14.4x | 0.60x | $473 | $23 | $474 | 26% | 26% | 24% | 77% | 56% | 19% | 13% | 87% | 1% | 27% | 0.3 | 46.8 | 72.7 | $278 | $237 | $226 | 118% | 3.5x | 54% |

BlackLine | $105.62 | 3% | 38% | $6,477 | $6,409 | 16.8x | 13.8x | 0.70x | $381 | $14 | $387 | 22% | 20% | 20% | 81% | 42% | 16% | 14% | 72% | 18% | 41% | 0.3 | 46.6 | 80.8 | $106 | $265 | $207 | 106% | 6.2x | 46% |

Domo | $86.49 | 52% | 135% | $2,819 | $2,835 | 13.6x | 10.9x | 0.62x | $208 | $9 | $222 | 23% | 22% | 18% | 75% | 49% | 25% | 14% | 88% | -5% | 17% | 0.3 | 51.2 | 92.2 | $100 | $264 | $267 | 100% | 4.1x | 57% |

ServiceNow | $586.92 | 28% | 34% | $116,502 | $113,706 | 21.4x | 17.4x | 0.66x | $5,320 | $148 | $5,171 | 31% | 31% | 26% | 81% | 33% | 17% | 7% | 57% | 30% | 61% | 0.3 | 43.7 | 73.7 | - | $362 | $228 | - | 32.6x | 46% |

Agora | $25.94 | -36% | -40% | $3,256 | $2,403 | 14.9x | 13.8x | 0.73x | $161 | $3 | $147 | 20% | 39% | 19% | 61% | 21% | 46% | 11% | 78% | -18% | 2% | 0.4 | 43.6 | 166 | $66 | $149 | $95 | - | 1.3x | 25% |

Wix | $216.45 | -8% | -24% | $12,902 | $12,016 | 9.5x | 8.7x | 0.45x | $1,266 | $49 | $1,157 | 34% | 36% | 19% | 65% | 40% | 24% | 8% | 72% | 6% | 40% | 0.4 | 53.2 | 89.6 | $0 | $297 | $205 | - | 13.1x | 39% |

Workday | $231.90 | 3% | 21% | $57,527 | $56,216 | 13.6x | 10.7x | 0.63x | $4,129 | $104 | $4,475 | 17% | 17% | 17% | 77% | 23% | 27% | 7% | 57% | 27% | 44% | 0.4 | 43.3 | 103.9 | $503 | $322 | $218 | 100% | 8.3x | 27% |

Alteryx | $70.00 | -7% | -37% | $4,721 | $4,456 | 8.1x | 8.0x | 1.54x | $548 | $35 | $529 | 27% | 14% | 5% | 92% | 47% | 17% | 16% | 80% | 11% | 37% | 0.5 | 24.7 | 43.2 | $74 | $343 | $290 | 120% | 5.0x | 44% |

MongoDB | $364.90 | 34% | 72% | $24,798 | $25,128 | 36.0x | 30.0x | 0.98x | $698 | $43 | $642 | 40% | 39% | 31% | 72% | 45% | 25% | 11% | 81% | -6% | 34% | 0.5 | 31.9 | 55.1 | $26 | $254 | $207 | 120% | 15.2x | 103% |

Smartsheet | $71.98 | 34% | 54% | $9,363 | $8,924 | 20.7x | 16.3x | 0.53x | $432 | $28 | $417 | 40% | 39% | 31% | 79% | 52% | 24% | 14% | 91% | 0% | 40% | 0.5 | 30.2 | 52.4 | $5 | $209 | $207 | 125% | 4.8x | 60% |

Tenable | $40.28 | 2% | 17% | $4,552 | $4,291 | 9.4x | 7.4x | 0.39x | $457 | $27 | $484 | 24% | 21% | 19% | 83% | 43% | 18% | 11% | 72% | 18% | 42% | 0.5 | 28.8 | 48.8 | $14 | $299 | $245 | 110% | 1.8x | 20% |

Momentive Global | $19.42 | 6% | -14% | $2,903 | $2,832 | 7.2x | 5.8x | 0.30x | $394 | $26 | $408 | 20% | 19% | 20% | 80% | 42% | 22% | 16% | 81% | 18% | 38% | 0.6 | 26.6 | 49.6 | $1 | $266 | $224 | 100% | 1.6x | 18% |

New Relic | $74.52 | 25% | 31% | $4,888 | $4,574 | 6.3x | 6.1x | 0.68x | $722 | $48 | $686 | 11% | 10% | 9% | 71% | 46% | 20% | 13% | 79% | 5% | 16% | 0.6 | 30.6 | 51.2 | $31 | $373 | $291 | 111% | 3.2x | 19% |

Okta | $230.91 | 1% | 12% | $36,870 | $35,945 | 37.4x | 27.1x | 0.58x | $960 | $59 | $904 | 38% | 40% | 47% | 78% | 45% | 19% | 15% | 79% | 15% | 53% | 0.6 | 26.4 | 47.7 | $90 | $314 | $280 | 120% | 13.6x | 82% |

PagerDuty | $38.54 | 8% | 33% | $3,543 | $3,266 | 12.8x | 11.5x | 0.46x | $254 | $17 | $227 | 28% | 27% | 25% | 86% | 50% | 25% | 21% | 95% | 4% | 32% | 0.6 | 25.1 | 46.6 | $18 | $303 | $290 | 121% | 1.6x | 22% |

Ping Identity | $23.70 | 2% | -27% | $1,997 | $2,012 | 7.2x | 6.8x | 0.73x | $280 | $13 | $271 | 19% | 8% | 9% | 80% | 33% | 18% | 16% | 67% | 16% | 35% | 0.6 | 23.8 | 51.2 | $184 | $254 | $181 | 111% | 1.6x | 27% |

Qualtrics | $43.62 | 29% | - | $22,448 | $22,315 | 27.3x | 20.2x | 0.86x | $818 | $71 | $894 | 48% | 51% | 24% | 77% | 48% | 18% | 9% | 75% | -31% | 16% | 0.6 | 24.7 | 38.6 | $61 | $186 | $195 | 120% | 1.5x | 96% |

Zendesk | $120.01 | -10% | 38% | $14,707 | $14,512 | 11.4x | 9.9x | 0.37x | $1,273 | $81 | $1,162 | 29% | 26% | 27% | 78% | 50% | 25% | 14% | 88% | 11% | 40% | 0.6 | 24.8 | 41.8 | $11 | $252 | $191 | 120% | 13.3x | 43% |

Median | 10% | -13% | $12,895 | $12,016 | 20.2x | 16.6x | 0.69x | $457 | $31 | $496 | 36% | 37% | 25% | 76% | 40% | 21% | 14% | 74% | 6% | 44% | 0.6 | 14.1 | 28.8 | $28 | $252 | $207 | 115% | 2.9x | 44% | |

Asana | $74.98 | 133% | - | $15,037 | $15,155 | 49.7x | 41.8x | 1.00x | $305 | $33 | $256 | 61% | 58% | 42% | 88% | 72% | 44% | 31% | 147% | -60% | 0% | 0.7 | 19.9 | 38.5 | $3 | $252 | $353 | 115% | 3.6x | 321% |

BigCommerce | $53.89 | 10% | -18% | $4,240 | $4,036 | 19.3x | 16.6x | 0.46x | $209 | $13 | $179 | 38% | 39% | 36% | 79% | 43% | 28% | 21% | 92% | -17% | 21% | 0.7 | 22.1 | 47.3 | $4 | $223 | $202 | - | 2.2x | 119% |

Dynatrace | $62.02 | 32% | 58% | $17,954 | $17,929 | 21.8x | 18.6x | 0.69x | $823 | $49 | $758 | 37% | 31% | 27% | 85% | 33% | 14% | 11% | 58% | 34% | 70% | 0.7 | 19.8 | 34.2 | $274 | $279 | $171 | 120% | 3.9x | 93% |

Procore | $87.45 | - | - | $12,145 | $11,175 | 22.8x | 20.3x | 0.88x | $491 | $35 | $448 | 27% | 40% | 23% | 83% | 43% | 27% | 14% | 85% | 9% | 37% | 0.7 | 20.6 | 39.5 | $43 | $221 | $189 | 107% | 1.3x | 188% |

RingCentral | $250.99 | 1% | -13% | $23,120 | $24,182 | 15.9x | 14.1x | 0.57x | $1,516 | $109 | $1,370 | 37% | 33% | 25% | 74% | 44% | 14% | 11% | 68% | -4% | 33% | 0.7 | 23.4 | 36.7 | - | $414 | $285 | 99% | 19.3x | 45% |

Confluent | $52.07 | - | - | $17,005 | $15,760 | 50.2x | 39.5x | 1.15x | $314 | $42 | $297 | 67% | 73% | 34% | 71% | 66% | 28% | 19% | 113% | -32% | 35% | 0.8 | 21.7 | 35.1 | $111 | $185 | $234 | 130% | - | - |

*JFrog | $35.83 | -5% | - | $3,751 | $3,136 | 16.1x | 13.4x | 0.40x | $195 | $14 | $175 | 34% | 37% | 34% | 83% | 37% | 25% | 15% | 78% | 27% | 61% | 0.8 | 17.2 | 36.4 | $28 | $244 | $190 | 129% | 0.8x | -20% |

KnowBe4 | $23.85 | 22% | - | $4,318 | $4,101 | 17.0x | 15.4x | 0.55x | $241 | $18 | $207 | 42% | 72% | 28% | 85% | 43% | 11% | 26% | 80% | 25% | 67% | 0.8 | 17 | 31 | $6 | $201 | $160 | - | 1.5x | 237% |

Mean | 18% | 26% | $26,252 | $25,313 | 26.2x | 20.8x | 0.72x | $1,128 | $58 | $1,103 | 43% | 50% | 30% | 74% | 38% | 23% | 14% | 75% | 4% | 47% | 0.8 | 23.1 | 38.7 | $238 | $261 | $202 | 100% | 8.1x | 64% | |

Avalara | $165.88 | 34% | 37% | $14,721 | $14,082 | 23.1x | 18.9x | 0.75x | $610 | $53 | $595 | 40% | 37% | 25% | 73% | 39% | 21% | 15% | 75% | 9% | 49% | 0.9 | 18.9 | 37 | $37 | $158 | $131 | 116% | 6.9x | 84% |

Cloudflare | $118.15 | 67% | 201% | $38,723 | $38,258 | 62.7x | 52.3x | 1.38x | $610 | $57 | $531 | 53% | 52% | 38% | 77% | 46% | 21% | 15% | 83% | -7% | 46% | 0.9 | 17.3 | 32.3 | $5 | $297 | $246 | 124% | 7.9x | 191% |

DocuSign | $286.84 | 51% | 38% | $57,055 | $56,930 | 31.5x | 26.0x | 0.74x | $1,808 | $167 | $1,625 | 61% | 54% | 35% | 79% | 44% | 14% | 10% | 68% | 19% | 80% | 0.9 | 16.5 | 25.3 | $2 | $291 | $201 | 125% | 9.9x | 100% |

HubSpot | $648.08 | 33% | 127% | $31,065 | $30,273 | 25.2x | 21.0x | 0.61x | $1,202 | $121 | $1,073 | 53% | 41% | 35% | 81% | 45% | 19% | 9% | 74% | 16% | 69% | 0.9 | 15.7 | 26.1 | $10 | $241 | $179 | 102% | 25.9x | 61% |

Jamf | $32.89 | 13% | -15% | $3,961 | $3,735 | 11.2x | 9.3x | 0.33x | $333 | $25 | $314 | 38% | 34% | 28% | 82% | 36% | 18% | 22% | 76% | 23% | 61% | 0.9 | 16.8 | 34.3 | $6 | $191 | $161 | 117% | 1.3x | 24% |

Squarespace | $42.35 | -3% | - | $6,039 | $6,378 | 8.2x | 7.5x | 0.39x | $778 | $101 | $710 | 28% | - | 19% | 85% | 42% | 23% | 9% | 73% | 15% | 43% | 1 | 13.8 | 21.3 | $0 | $537 | $476 | - | 0.8x | -48% |

Zscaler | $244.88 | 49% | 91% | $34,294 | $33,959 | 48.1x | 40.6x | 1.04x | $706 | $77 | $602 | 60% | 54% | 39% | 80% | 47% | 15% | 8% | 70% | 23% | 82% | 1 | 14.8 | 21.9 | $126 | $249 | $179 | 127% | 15.3x | 121% |

Elastic | $152.44 | 41% | 57% | $14,954 | $14,551 | 22.1x | 18.4x | 0.62x | $658 | $69 | $608 | 44% | 42% | 30% | 76% | 39% | 26% | 14% | 79% | 3% | 48% | 1.1 | 14.1 | 28.8 | $44 | $302 | $241 | 130% | 4.2x | 65% |

Dropbox | $30.14 | 14% | 50% | $11,640 | $11,352 | 5.2x | 5.1x | 0.52x | $2,166 | $120 | $2,034 | 12% | 13% | 10% | 80% | 19% | 27% | 9% | 55% | 33% | 45% | 1.2 | 11.9 | 34.6 | $0 | $733 | $408 | 95% | 1.4x | 11% |

Q2 | $80.50 | -14% | -18% | $4,569 | $4,825 | 11.3x | 8.9x | 0.46x | $427 | $22 | $453 | 26% | 27% | 19% | 46% | 15% | 20% | 12% | 47% | 2% | 28% | 1.3 | 20 | 63.5 | $799 | $206 | $115 | 122% | 6.2x | 28% |

*Snowflake | $279.45 | 22% | - | $98,239 | $93,065 | 108.8x | 73.8x | 0.96x | $855 | $142 | $712 | 110% | 116% | 77% | 66% | 57% | 23% | 13% | 93% | -8% | 102% | 1.3 | 13.2 | 19.4 | $189 | $292 | $286 | 168% | 2.3x | 150% |

Kaltura | $12.53 | - | - | $1,870 | $1,779 | 13.8x | 9.8x | 0.38x | $129 | $13 | $145 | 39% | 44% | 26% | 61% | 23% | 25% | 14% | 62% | 1% | 41% | 1.4 | 13.5 | 34.8 | $129 | $199 | $150 | 116% | - | - |

CrowdStrike | $234.96 | 18% | 117% | $54,395 | $53,444 | 44.8x | 36.1x | 0.75x | $1,194 | $144 | $999 | 74% | 77% | 48% | 76% | 39% | 20% | 8% | 67% | 34% | 108% | 1.5 | 10.6 | 18.7 | $105 | $308 | $210 | 120% | 6.9x | 142% |

nCino | $60.07 | 8% | -23% | $5,936 | $5,568 | 27.3x | 20.6x | 0.94x | $204 | $24 | $222 | 47% | 76% | 22% | 60% | 26% | 26% | 17% | 70% | 2% | 49% | 1.5 | 13.4 | 34.2 | $143 | $161 | $150 | 155% | 1.9x | 82% |

Veeva | $317.89 | 26% | 19% | $51,820 | $49,670 | 38.5x | 26.1x | 1.20x | $1,291 | $79 | $1,562 | 27% | 31% | 22% | 75% | 13% | 16% | 7% | 35% | 47% | 74% | 1.5 | 10.4 | 28.8 | $1,300 | $287 | $127 | 121% | 15.9x | 42% |

Atlassian | $334.56 | 55% | 105% | $84,214 | $83,468 | 40.4x | 33.0x | 1.55x | $2,066 | $135 | $2,089 | 36% | 29% | 21% | 85% | 16% | 34% | 12% | 61% | 39% | 75% | 1.7 | 8.5 | 34.2 | $9 | $321 | $233 | - | 15.9x | 63% |

Palantir | $24.16 | 17% | - | $54,399 | $52,057 | 34.6x | 30.9x | 1.16x | $1,503 | $138 | $1,328 | 49% | 47% | 27% | 83% | 23% | 17% | 23% | 64% | 5% | 54% | 1.7 | 8.4 | 21.6 | $8,891 | $579 | $343 | - | 3.3x | 277% |

Zoom | $332.38 | 7% | 22% | $101,441 | $96,737 | 25.3x | 23.3x | 0.87x | $3,825 | $295 | $3,279 | 191% | 296% | 27% | 71% | 19% | 4% | 9% | 32% | 49% | 240% | 1.8 | 9 | 15.2 | $8 | $756 | $248 | 130% | 9.2x | 158% |

Twilio | $341.27 | 14% | 36% | $61,610 | $56,696 | 21.2x | 18.5x | 0.51x | $2,676 | $316 | $2,255 | 67% | 62% | 36% | 51% | 27% | 19% | 11% | 58% | 1% | 68% | 1.9 | 12.8 | 27.3 | $11 | $422 | $246 | 135% | 22.8x | 83% |

Bill.com | $205.91 | 47% | 115% | $20,605 | $19,766 | 84.3x | 59.9x | 0.94x | $234 | $25 | $202 | 62% | 37% | 63% | 76% | 24% | 31% | 28% | 83% | -18% | 44% | 2 | 7.8 | 27.9 | $2 | $251 | $227 | 121% | 9.4x | 275% |

ZoomInfo | $60.67 | 47% | 60% | $23,718 | $24,429 | 35.1x | 30.0x | 0.79x | $696 | $83 | $590 | 58% | 54% | 38% | 89% | 25% | 9% | 10% | 44% | 47% | 106% | 2.1 | 6.5 | 11.5 | $28 | $320 | $138 | 108% | 2.9x | 140% |

*Datadog | $132.42 | 58% | 61% | $44,185 | $43,508 | 46.6x | 39.2x | 0.87x | $934 | $140 | $764 | 67% | 59% | 45% | 77% | 29% | 30% | 7% | 67% | 21% | 87% | 2.5 | 6.3 | 15.1 | $57 | $325 | $219 | 130% | 4.9x | 129% |

AppFolio | $124.22 | -3% | -25% | $4,417 | $4,253 | 11.9x | 11.0x | 0.59x | $356 | $40 | $324 | 10% | 12% | 19% | 61% | 19% | 16% | 14% | 49% | 7% | 17% | 2.6 | 7.3 | 19.4 | $12 | $217 | $96 | - | 10.4x | 46% |

Shopify | $1,466.11 | 25% | 45% | $185,592 | $175,950 | 39.3x | 33.4x | 0.92x | $4,478 | $523 | $3,853 | 57% | 85% | 37% | 54% | 17% | 12% | 5% | 33% | 13% | 70% | 3 | 7.2 | 14.2 | $2 | $559 | $171 | 100% | 86.2x | 104% |

Alkami | $27.30 | 0% | - | $2,668 | $2,354 | 16.3x | 14.0x | 0.52x | $145 | $18 | $132 | 38% | - | 27% | 56% | 14% | 32% | 23% | 69% | -24% | 14% | 3.5 | 6 | 27.1 | - | - | - | 117% | 0.9x | -24% |

Lightspeed POS | $90.44 | 66% | 198% | $13,380 | $12,836 | 30.2x | 22.4x | 0.25x | $426 | $124 | $301 | 218% | 224% | 90% | 54% | 41% | 23% | 17% | 80% | -34% | 184% | 3.9 | - | - | - | $167 | - | 100% | 3.0x | 219% |

DigitalOcean | $51.37 | 32% | - | $6,157 | $5,579 | 13.1x | 11.6x | 0.37x | $426 | $38 | $366 | 36% | 80% | 32% | 57% | 10% | 21% | 18% | 48% | 1% | 37% | 4.1 | 5 | 23.9 | $1 | - | - | 113% | 1.1x | 24% |

Axon | $181.52 | 43% | 124% | $12,895 | $12,133 | 46.6x | 13.5x | 1.18x | $260 | $18 | $806 | 42% | 36% | 11% | 63% | - | 14% | - | - | 6% | 48% | - | - | - | - | $129 | - | 119% | 14.0x | 14% |

Autodesk | $330.35 | 21% | 37% | $72,697 | $73,418 | 19.0x | 16.2x | 0.97x | $3,866 | -$56 | $3,894 | 12% | 14% | 17% | 93% | 32% | 20% | 8% | 60% | 35% | 47% | - | - | - | - | $341 | $214 | 105% | 0.0x | - |

Blend Labs | $19.78 | - | - | $6,298 | $5,615 | 45.2x | 16.5x | 0.08x | $124 | $6 | $112 | 106% | - | 203% | 66% | 45% | 50% | 32% | 127% | -58% | 49% | - | - | - | $427 | - | - | 179% | - | - |

Couchbase | $37.35 | - | - | $2,451 | $2,216 | 20.2x | 18.0x | 1.29x | $110 | $2 | $108 | 22% | 24% | 14% | 89% | 66% | 38% | 14% | 119% | -35% | -13% | - | - | - | $199 | $183 | $247 | 115% | - | - |

CS Disco | $54.16 | - | - | $3,917 | $3,660 | 43.3x | 33.6x | 0.71x | $85 | $8 | $74 | 35% | 37% | 47% | 71% | 40% | 32% | 17% | 89% | -26% | 9% | - | - | - | $93 | $252 | $211 | 122% | - | - |

Darktrace | $7.65 | 64% | - | $4,918 | $4,772 | 16.9x | 14.8x | 0.40x | $282 | - | $235 | 39% | 195% | 37% | 90% | 67% | 6% | 13% | 87% | 14% | 53% | - | - | - | $60 | $196 | $157 | 100% | 2.2x | - |

Intapp | $35.82 | - | - | $2,473 | $2,706 | 13.9x | 11.9x | 0.88x | $195 | $17 | $201 | 15% | 40% | 14% | 65% | 28% | 22% | 14% | 64% | 8% | 23% | - | - | - | - | $288 | $219 | 110% | - | - |

Monday.com | $349.08 | - | - | $17,824 | $17,035 | 60.3x | 50.8x | 1.00x | $282 | $47 | $222 | 94% | 130% | 51% | 88% | 103% | 20% | 12% | 134% | -12% | 82% | - | - | - | $2 | $295 | $380 | 125% | - | - |

Olo | $33.90 | 33% | - | $6,322 | $5,747 | 41.6x | 35.7x | 1.51x | $138 | -$2 | $130 | 53% | 309% | 24% | 83% | 8% | 30% | 27% | 65% | 27% | 81% | - | - | - | $292 | - | - | 120% | 1.4x | 104% |

Paycom | $457.08 | 43% | 56% | $26,473 | $26,301 | 27.7x | 22.8x | 0.95x | $950 | -$121 | $932 | 34% | 18% | 24% | 89% | 26% | 10% | 13% | 49% | 17% | 51% | - | - | - | $28 | $206 | $106 | 93% | 30.5x | 59% |

Paylocity | $247.05 | 52% | 83% | $13,666 | $13,459 | 20.2x | 17.0x | 0.69x | $666 | -$74 | $636 | 29% | 13% | 25% | 67% | 23% | 10% | 14% | 48% | 18% | 47% | - | - | - | $23 | $161 | $82 | 92% | 14.5x | 43% |

Riskified | $27.12 | - | - | $4,416 | $3,928 | 19.2x | - | - | $204 | -$24 | $188 | 54% | 41% | - | 55% | 21% | 20% | 12% | 53% | 0% | 53% | - | - | - | - | - | - | 117% | - | - |

SentinelOne | $50.36 | - | - | $14,988 | $13,438 | 83.3x | 67.5x | 0.88x | $161 | $31 | $112 | 116% | 101% | 77% | 56% | 81% | 58% | 26% | 165% | -79% | 36% | - | - | - | $34 | $190 | $312 | 124% | - | - |

Sprinklr | $18.70 | - | - | $5,263 | $5,494 | 14.2x | 11.6x | 0.68x | $387 | $27 | $405 | 19% | - | 17% | 71% | 45% | 10% | 11% | 66% | -8% | 10% | - | - | - | $379 | $157 | $132 | - | - | - |

*UiPath | $60.37 | -17% | - | $31,959 | $30,157 | 46.2x | 32.8x | 0.93x | $653 | $72 | $681 | 64% | 103% | 35% | 89% | 53% | 15% | 17% | 85% | 5% | 69% | - | - | - | $77 | - | - | 153% | 1.1x | 26% |

Unity | $116.41 | 32% | - | $36,473 | $34,884 | - | 29.5x | 1.09x | - | - | $929 | - | 45% | 27% | 79% | 25% | 46% | 26% | 96% | -13% | - | - | - | - | - | - | $203 | 142% | 2.2x | 141% |