| 10-Q | 2018-09-30 | Filed 2018-11-06 |
| 10-Q | 2018-06-30 | Filed 2018-07-31 |
| S-1 | 2018-04-03 | Public Filing |
| 10-Q | 2018-03-31 | Filed 2018-05-01 |
| 10-K | 2017-12-31 | Filed 2018-02-26 |
| 8-K | 2019-02-01 | |
| 8-K | 2019-01-30 | |
| 8-K | 2019-01-24 | |
| 8-K | 2018-12-21 | |
| 8-K | 2018-11-06 | |
| 8-K | 2018-10-15 | |
| 8-K | 2018-08-06 | |
| 8-K | 2018-07-31 | |
| 8-K | 2018-05-31 | |
| 8-K | 2018-05-01 | |
| 8-K | 2018-04-03 | |
| 8-K | 2018-03-22 | |
| 8-K | 2018-02-26 | |
| 8-K | 2018-01-30 |
| Comps ($MM TTM) | Market Cap | Gross Margin | EV/EBITDA | Ret on Assets | Assets | Liabilities | Revenue | G Profit | Net Income | EBITDA | EV |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tenable Holdings (TENB) | 2,324 | 84% | -29.6 | -15% | 532 | 409 | 333 | 278 | -80 | -73 | 2,152 |
| Everbridge (EVBG) | 2,256 | 69% | -71.7 | -8% | 480 | 269 | 144 | 99 | -39 | -29 | 2,057 |
| Ellie Mae (ELLI) | 2,251 | 58% | 39.6 | 3% | 912 | 108 | 482 | 280 | 24 | 52 | 2,070 |
| Mimecast (MIME) | 2,234 | 74% | 84.2 | -1% | 679 | 476 | 382 | 283 | -6 | 25 | 2,130 |
| Rapid7 (RPD) | 2,204 | 72% | -118.2 | -6% | 627 | 540 | 235 | 170 | -39 | -18 | 2,089 |
| Workiva (WK) | 2,088 | 72% | -51.9 | -6% | 627 | 557 | 282 | 203 | -40 | -33 | 1,699 |
| Commvault Systems (CVLT) | 2,013 | 82% | 118.3 | -0% | 802 | 430 | 695 | 573 | -3 | 14 | 1,636 |
| Varonis Systems (VRNS) | 1,891 | 86% | -30.4 | -22% | 298 | 200 | 182 | 156 | -64 | -60 | 1,838 |
| Progress Software (PRGS) | 1,838 | 83% | 19.5 | 6% | 830 | 515 | 397 | 329 | 53 | 103 | 2,011 |
| Sendgrid (SEND) | 1,722 | 75% | 333.4 | -2% | 245 | 48 | 105 | 79 | -4 | 5 | 1,540 |
| Bottomline Technologies (EPAY) | 1,714 | 57% | 52.1 | 1% | 679 | 304 | 428 | 244 | 9 | 31 | 1,622 |
| SailPoint Technologies (SAIL) | 1,698 | 76% | -219.2 | -1% | 935 | 514 | 200 | 152 | -14 | -6 | 1,227 |
| Zuora (ZUO) | 1,689 | 51% | -32.4 | -18% | 331 | 164 | 206 | 106 | -60 | -51 | 1,636 |
| SPS Commerce (SPSC) | 1,655 | 67% | 33.0 | 7% | 427 | 82 | 273 | 182 | 32 | 46 | 1,505 |
| Shopify (SHOP) | 1,603 | 0% | 244 | 48 | 0 | 0 | 0 | 0 | 1,493 | ||
| Bandwidth (BAND) | 1,545 | 46% | 728.6 | 1% | 321 | 51 | 171 | 79 | 4 | 2 | 1,352 |
| MicroStrategy (MSTR) | 1,544 | 79% | 26.9 | 3% | 889 | 373 | 485 | 383 | 25 | 43 | 1,168 |
| Instructure (INST) | 1,430 | 68% | -25.0 | -17% | 391 | 240 | 247 | 169 | -65 | -52 | 1,308 |
| Xunlei (XNET) | 1,211 | 0% | 455 | 111 | 0 | 0 | 0 | 0 | 1,089 | ||
| Carbon Black (CBLK) | 1,177 | 78% | -24.6 | -13% | 400 | 223 | 173 | 135 | -52 | -45 | 1,118 |
| Balance Sheet ($MM) | 2018-03-31 | 2018-06-30 | 2018-09-30 |
| Cash | 169 | 183 | 188 |
| Accounts Receivable | 6 | 6 | 7 |
| Inventory | |||
| PP&E | 35 | 34 | 36 |
| Assets | 221 | 233 | 245 |
| Accounts Payable | 3 | 2 | 3 |
| Long-Term Debt | 6 | ||
| Liabilities | 40 | 39 | 48 |
| Stockholders' Equity | 181 | 194 | 197 |
| Income Statement ($MM) | 2018-03-31 | 2018-06-30 | 2018-09-30 |
| Revenue | 33 | 36 | 37 |
| Cost of Revenue | 8 | 9 | 9 |
| Gross Profit | 24 | 27 | 28 |
| R&D | 9 | 10 | 11 |
| SG&A | 17 | 18 | 20 |
| Tax | |||
| Net Income | -1 | -0 | -2 |
| Cash Flow ($MM) | 2018-03-31 | 2018-06-30 | 2018-09-30 |
| Cash Operating | -0 | 9 | 7 |
| Cash Investing | -6 | -3 | -2 |
| Cash Financing | -1 | 9 | -1 |