REPLAY | DBX | UNICORN AT A DISCOUNT

03/20/18 12:13PM EDT

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REPLAY | DBX | UNICORN AT A DISCOUNT - valuation

Topic Timestamps:

  • The Questions Investors Should be Asking (2:14 – 12:30) 
  • Pinning Down User Churn (12:30 – 18:00) 
  • Monetizing the User Funnel (18:00 – 22:30) 
  • ARR Cohorts & Growing Installed Base (22:30 – 26:06) 
  • Pricing is Key for ARR Growth (26:06 – 28:00) 
  • Backing into Paying Customer Churn (28:00 – 33:28) 
  • Business Model & Competition (33:28 – 37:00) 
  • The Pitch: Strategy vs. Reality (37:00 – 41:25) 
  • Maybe this Technology is Worth More than the Business Model (41:25 – 48:00) 
  • Q&A (48:00 – 50:00) 

REPLAY | DBX | UNICORN AT A DISCOUNT - Thesis

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