Jamin Ball Profile picture
Partner at Altimeter Capital // Investing predominantly in software businesses from Series B through IPO. Dad to 3 beautiful little girls. No investment advice

Apr 12, 2021, 5 tweets

Some great slides from the Crowdstrike investor briefing last week. A few call outs on what makes them such a great business, that others should aspire to:

1. TAM Expansion: The best businesses increase the size of the pie, not just their piece

2. Product Expansion Velocity: At IPO (in 2019) Crowdstrike had 10 modules. They now have 19. Amazing product development velocity

3. Upsell / Cross-Sell: Customers are using more and more Crowdstrike products. Very powerful platform flywheel

4. Go-To-Market Leverage: Channel / Partner sales showing significant momentum

5. Strong Margin Expansion: Great operating leverage

Share this Scrolly Tale with your friends.

A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.

Keep scrolling