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Workday, one of the largest and fastest growing Software-as-a-Service (SaaS) companies, just filed their S-1 to go public. Workday was co-founded by the founder of PeopleSoft, David Duffield, who fought the PeopleSoft acquisition by Oracle and lost. Workday’s equity control was set up such that it would not be subject to any hostile takeovers in … Continue reading Notes from the Workday S1 IPO Filing
Earlier today I saw the announcement that Trulia, a real estate listings site, had filed their S-1 with the SEC to do an IPO. Being a person that really enjoys technology, real estate, and learning how successful companies operate, I’m especially interested in the Trulia S-1. Here are some notes and thoughts on the Trulia … Continue reading Thoughts on the Trulia S1 IPO Filing
Yesterday ServiceNow, Inc. filed their Form S-1 with the SEC to go public. ServiceNow provides Software-as-a-Service (SaaS) technologies for managing and deploying IT infrastructures — think software that keeps track of what software and hardware is being used as well as facilitating adding and removing of IT systems. SaaS is well suited for this type … Continue reading Notes from the ServiceNow S1 IPO Filing
Splunk, a distributed machine data indexing and monitoring application for IT departments, just filed their S-1 IPO paperwork to go public. The IPO process is fascinating, especially the detail with which companies explain their last three years in the S-1 filing. S-1 filings are some of the most detailed, factual information you can read about … Continue reading Notes from the Splunk S1 IPO Filing
Guidewire Software, Inc just released their S-1 IPO filing to raise a proposed $100M. Guidewire provides software for property and casualty insurance companies to run their back-office including underwriting, policy administration, claims management, and billing. Basically, behind-the-scenes software necessary for insurance companies to operate. Now it isn’t as sexy as marketing automation software, but it is … Continue reading Notes from the Guidewire Software S1 IPO Filing
It’s been a great week for venture-back companies filing to go public, especially in the SaaS category. After talking about Eloqua’s S-1 and Jive Software’s S-1, I want to talk about BazaarVoice’s S-1. BazaarVoice provides technologies to help companies manage user reviews and associated content like photos, videos, stories, etc. Think about what Amazon.com provides … Continue reading Notes from the BazaarVoice S1 IPO Filing
Yesterday I went through a few notes from the Eloqua S1 IPO filing. Today I want to look at the Jive Software S1 IPO filling that came out this week. Jive provides business collaboration, community, and social software in both on-demand and installed offerings. The easiest way to describe it is as community forums for … Continue reading Notes from the Jive Software S1 IPO Filing
Eloqua, one of our main competitors, filed their S1 today to go public and raise a proposed $100 million. Being in the industry, I’m very interested to dive in and learn everything I can. Here are some quick notes from the document: Revenues (pg 8 ) 2008 – $32.9 million 2009 – $41.0 million 2010 … Continue reading Notes from the Eloqua S1 IPO Filing
Okta, a SaaS identity management platform (software to manage which corporate applications people can use), just released their S-1 IPO filing to go public. You might wonder how big the market is to manage authentication and authorization in the cloud, and as we’ll see, it’s quite large. Here are a few notes for the Okta … Continue reading Notes from the Okta S-1 IPO Filing
MuleSoft, a fast-growing data and application integration software provider, just released their S-1 IPO filing. As more companies move to the cloud, the demand for connecting these applications, and the legacy installed applications, has grown as well. Here are a few notes on the MuleSoft S-1 IPO filing: Key metrics as of December 31, 2016 (pg. 1) … Continue reading Notes from the MuleSoft S-1 IPO Filing
David Cummings on Startups 