Investor Presentaiton
Investment highlights
Notes:
Massive, unpenetrated $240B+ TAM
Market leader fueling the digital transformation of the built world
>$230T Global Real Estate Assets
20B Spaces Globally
<0.1% Digital Penetration
100X Rest of Market in SUM
10B Square Feet Scanned
4M Buildings
3B+ 3D Data Points
Unrivaled software & data platform with significant expansion opportunities 64 Patents
Global, blue chip customers spanning diverse end markets
Rapid growth, efficient customer acquisition, and expanding margins
Proven leadership team with large-scale platform experience
Patents includes issued and pending applications
Net revenue retention compares the revenue from active subscriber accounts in 4Q19, excluding variable revenue, to the revenue generated in 4Q20 by those same accounts.
10 Years of R&D
250K+ Subscribers
150+ Countries
112% Net Revenue Retention
59% CY19-CY25E Revenue CAGR
12x CY20E LTV / CAC
2,500 bps of GM Expansion CY19-CY25E
Prior Executive Experience:
Apple, eBay, Google, & Salesforce
LTV/CAC is calculated as the quotient of the product of the average subscription revenue per subscriber multiplied by subscription gross margin and revenue churn rate, divided by the quotient of sales and marketing expense and total new paid subscribers
Gross margin estimates for CY21-CY25 exclude stock-based compensation expense
TAM estimate from Savills World Research and the Company
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