Rally SPAC Presentation Deck
Strong position
among peers
22E-24E CAGR
EV / 2023E Revenue
EV / 2024E Revenue
rally
91.0%
3.5x
1.9x
olo
ilincino.
Alkami
tyler Veeva
technologies
Trimble
Manhattan
Associates.
Duck Creek
Technologies
Vertical SaaS
16.0%
7.0x
6.2x
Market Data from FactSet and Capital IQ as of 6/03/22
Sharing Economy: BKNG, ABNB, DASH, UBER, LYFT, GRAB, SWVL; Marketplace SaaS: ACVA, BIGC, GWRE, BSY, VRRM; Vertical SaaS: TRMB,MANH,ALKT, TYL, VEEV,DCT,NCNO,OLO
All figures shown are median for the cohort; ranges as follows for 22E-24E CAGR, EV/23E Rev, EV/24E Rev, respectively:
Shared Economy: 14.4-152.7%, 1.0-7.1x, 0.8-5.9x
Vertical SaaS: 7.6-28.1%, 4.0-9.6x, 3.2-8.2x
Marketplace Software: 5.4-31.8%, 1.5-9.9x,1.1-9.1x
26
BIGCOMMERCE Booking.com airbnb
Bentley
Advancing Infrastructure
ACV
GGUIDEWIRE
VERRA
MOBILITY
Marketplace Software
11.6%
5.0x
4.7x
DOORDASH Uber
lyn swt Grab
Sharing Economy
21.4%
2.5x
1.8x
rallyView entire presentation