Company deep dives ahead of their IPOs
Sep 6, 2026
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18 min read
Benchmarks for Operators 9/6/26
Jul 19, 2026
21 min read
Benchmarks for Operators 7/19/26
Jul 12, 2026
15 min read
Benchmarks for Operators 7/12/26
Jun 23, 2026
Your favorite micromobility brand rides from the ashes (to pay back it's debt)
Jun 11, 2026
14 min read
The owner of AOL, Evernote, Vimeo, and Eventbrite goes public
May 21, 2026
17 min read
The most-anticipated IPO of the decade, with a CEO comp plan tied to a colony on Mars
May 12, 2026
19 min read
Bigger is certainly bigger
Dec 25, 2025
10 min read
Keep on truckin'
Nov 13, 2025
Experiences go public
Oct 30, 2025
Inside Navan's IPO sprint, and the inner workings of a Road Show
Oct 2, 2025
25 min read
Small revenue, mighty EBITDA
Sep 21, 2025
30 min read
Travel, Payments, and Expense Management Walk Into a Bar...
Aug 24, 2025
28 min read
Weekly benchmarks for operators: 8/24/25
Aug 17, 2025
5 min read
Weekly benchmarks for operators: 8/17/25
Jul 2, 2025
16 min read
From multiplayer design tool to the OS for digital product creation.
May 18, 2025
24 min read
Payments is a volume business. And trust is the moat.
Mar 23, 2025
3/23/25 Benchmarks for Operators
Mar 16, 2025
3/16/25 Benchmarks for Operators
Mar 9, 2025
26 min read
3/9/25 Benchmarks for Operators
Jan 26, 2025
23 min read
1/26/25 Benchmarks for Operators
Nov 24, 2024
13 min read
11/24/24 Benchmarks for Operators
Oct 3, 2024
6 min read
Breaking down OnlyFans' financial statements, business model, and efficiency metrics
Jul 2, 2024
An automotive data giant goes public
Apr 2, 2024
When Backup & Recovery meets Cybersecurity
Feb 27, 2024
A social media giant goes public
