Investor Presentaiton
Compelling valuation represents an attractive entry point
High Growth SaaS
DocuSign twilio
unity WIX.com
Data Analytics
alteryx
elastic
Vertical SaaS
Appian
mongoDB.
Oppfolio
CY2022E EV / Revenue
x
X
Duck Creek
ncino
Mature Software
Adobe A AUTODESK
CoStar Group
11.2x
Median: 21.9x
x
CY2023E EV / Revenue
23.9x
21.4x
22.3x
13.6x
7.0x
25.5x
16.8x
Median: 15.9x
15.0x
12.0x
High Growth
Data
Analytics
Vertical
SaaS
Mature
Software
High Growth
Matterport (2) SaaS
Data
Analytics
Vertical
SaaS
Mature
Software
Matterport (2) SaaS
CY2022E EV / Revenue / Growth
0.2x
Median: 0.9x
x
1.3x
0.9x
0.8x
0.9x
CY2023E EV/ Revenue / Growth
0.1x
0.6x
1.2x
Median: 0.8x
0.9x
0.6x
High Growth
Matterport (2) SaaS
Data
Analytics
Vertical
SaaS
Mature
Software
High Growth
Matterport(2) SaaS
Data
Analytics
Vertical
SaaS
Mature
Software
Note:
(1) Management projections; Wall Street Research as of 2/4/2021
(2) Matterport multiple based on fully-diluted enterprise value of $2,260 million
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