08/2020 Software IPO Analysis

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U	V	W	X	Y	Z	AA	AB	AC	AD	AE	AF	AG	AH	AI	AJ	AK
1	Company	Source (S-1 Filings)	2018 Revenues	2019 Revenues	2018 Cost of Revenue	2019 Cost of Revenue	2018 Gross Profit	2019 Period Gross Profit	YoY Revenue Growth	YoY Gross Profit Growth	2018 Operating Epenses	2019 Period Operating Expenses	YoY Operating Expenses	2018 Net Loss	2019 Net Loss	YoY Net Loss	First Period 2019 Revenues	First Period 2020 Revenues	First Period 2019 Cost of Revenue	First Period 2020 Cost of Revenue	First Period 2019 Gross Profit	First Period 2020 Gross Profit	Revenue	Gross Profit	First Period 2019 Operating Epenses	First Period 2020 Operating Expenses	Operating Expenses	First Period 2019 Operating Profit	First Period 2020 Operating Profit	Net Loss	Margin	Cash	Current Dollar Retention Rate	Raised	Debt	Listing	Notes

2	Asana	https://www.sec.gov/Archives/edgar/data/1477720/000119312520228462/d855753ds1.htm	77	143	14	20	63	123	85.71%	95.24%	115	242	110.43%	-52	-119	128.85%	28	48	4	6	24	42	71.43%	75.00%	39	71	82.05%	-15	-29	93.33%	86.00%	482	120.00%	213.5	210	Yes w/ Capital
3	JFrog	https://www.sec.gov/Archives/edgar/data/1800667/000119312520228195/d841831ds1.htm	63	105	11	20	52	85	66.67%	63.46%	80	92	15.00%	-28	-7	-75.00%	46	69	9	13	37	56	50.00%	51.35%	41	57	39.02%	-4	-1	-75.00%	80.00%	170	139.00%	228		Traditional
4	Palantir	https://www.sec.gov/Archives/edgar/data/1321655/000119312520230013/d904406ds1.htm	595	743	165	242	430	501	24.87%	16.51%	1053	1077	2.28%	-623	-576	-7.54%	323	481	101	132	222	349	48.92%	57.21%	506	517	2.17%	-284	-168	-40.85%	73.00%	1497		2600	298	Direct
5	Snowflake	https://www.sec.gov/Archives/edgar/data/1640147/000162828020013010/snowflakes-1.htm	97	265	52	116	45	149	173.20%	231.11%	230	506	120.00%	-185	-357	92.97%	104	242	53	93	51	149	132.69%	192.16%	234	323	38.03%	-183	-174	-4.92%	62.00%	887	158.00%	1400		Traditional	Customers with trailing 12-month product revenue is growing... now at 41 from 14 a year ago
6	Sumo Logic	https://www.sec.gov/Archives/edgar/data/1643269/000119312520227201/d821436ds1.htm	104	155	29	44	75	111	49.04%	48.00%	123	204	65.85%	-48	-93	93.75%	32	47	9	14	23	33	46.88%	43.48%	39	56	43.59%	-16	-23	43.75%	69.00%	114	135.00%	340		Traditional
7	Unity	https://www.sec.gov/Archives/edgar/data/1810806/000119312520227862/d908875ds1.htm	381	542	81	119	300	423	42.26%	41.00%	430	574	33.49%	-130	-151	16.15%	253	351	62	72	191	279	38.74%	46.07%	251	331	31.87%	-60	-52	-13.33%	79.00%	453	142.00%	1300	124	Traditional
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