Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Shomik Ghosh Profile picture
Shomik Ghosh
@shomikghosh21
@boldstartvc - day one partner for enterprise founders from first line of code, @carnegiemellon alum
Dec 27, 2022 • 6 tweets • 2 min read
In a world where all the focus is on Net Retention

ServiceNow $NOW stands alone on consistently reporting renewal rates every year

The results are 🤯

Cohort chart showing expansion is below Image Just in case someone was worried that $NOW was reporting renewal rates because they didn't have good net retention Image
Sep 27, 2022 • 16 tweets • 7 min read
Huge congrats @wlaufer720 & Alex Soto, co-founders of @prelude_team on their acquisition by @Calendly 🎉

They built the 1st product within a different startup, bootstrapped to $300k ARR before taking any funding, and reached multi-million ARR on only $2.4M

More in 🧵 Will and Alex started their journey together at a company called @clever in the Edtech space

They realized that hiring was a huge PITA particularly coordinating schedules between candidates & internal stakeholders

They launched their 1st product as Interview Schedule
Sep 14, 2020 • 6 tweets • 2 min read
Mark Leonard of Constellation Software is media shy so when he speaks I listen multiple times. This didnt fail.

Talks through vertical market software, capital allocation, growing talent from within, culture, incentives, and investing in network of people
buzzsprout.com/832150/5135959 Given Constellation's niche focus on vertical market software, Mark prefers to promote from within to preserve culture but also knowledge compounding within this niche

He says if CSU were to expand beyond or become very big in one vertical, he would probably hire from outside
Jun 16, 2020 • 9 tweets • 2 min read
Spurred on by the podcast between @collision & @patrick_oshag I continue to think one of the most fun things about studying public companies is the broader learnings you can use to apply to company building at the earlier stages, 👇🏾 Salesforce is the best model to study in terms of how to leverage a direct sales team, build a ecosystem of developers on app marketplace, SIs/consultants getting paid to distribute your product and how to use cash flows of a mature product to expand TAM through M&A
May 27, 2020 • 8 tweets • 3 min read
Anaplan's FQ1 report was our first look at how SaaS businesses have been affected by Covid-19, 10% billings growth not all attributable to Covid but certainly impacted.

Some good learnings on how they're tweaking top down sales model to deal that I'll expand upon in this thread Before getting into some of the transcript, I just wanna say hopefully multiples of public software businesses will show entrepreneurs and investors that the public markets do indeed think long term. PLAN just reported 10% YoY billings growth and still trades at 17x LTM rev!!
Aug 26, 2019 • 16 tweets • 3 min read
Hello Twitter! For my first post, I thought I'd share the slides of a talk I've recently given at a large tech company and institutional investment funds on qualitative aspects of enterprise software investing and the way to identify the quality companies

slideshare.net/ShomikGhosh3/f… Since I can't give you all the talk, some more detailed thoughts are also in this blog post which helped spur the ideas in the deck and the talk I gave around it.

linkedin.com/pulse/aligned-…