Today: Portfolio 5 vs Scout Team Tryouts
All competitive Data Points from Bessemer Venture Partners Cloud Index with the contest scored like a track meet
Important Tip #1: This is not a real game. It cannot be found on ESPN and is simply a simulation of head-to-head comparisons of BVP metrics as will be noted below.
Teams:
A) PORTFOLIO 5:
Note: BILL and DDOG have been held out of this scrimmage in an effort to make the game more competitive.
- NET - Global Network for Infrastructure, Applications and Teams
- S - Cybersecurity
- SNOW - Cloud-Based Data Platform
- ZS - Cloud Security Company
- CRWD - Another Cloud Security Company
B) SCOUT TEAM TRYOUTS:
- GTLB - Software for Software Development
- MNDY - Cloud-Based Software Operating Systems
- ZI - Go-To-Market Intelligence/Engagement Platform
- CFLT - Cloud Native Platform for Connecting and Processing Data.
- DOCN - Cloud Computing Platform for Infrastructure and Development
A) First Quarter - Efficiency Ratings
SNOW 99.7%…10 Points
ZI… 87.2…9 Pts
CRWD 86.9…8 Pts
MNDY 82.7…7 Pts
ZS… 80.2…6 Pts
S… 71.0…5 Pts
GTLB 57.4…4 Pts
DOCN 45.0…3 Pts
NET. 43.1…2 Pts
CFLT 35.2…1 Pt.
…
Score End First QTR
PORTFOLIO 5: 31
TRYOUTS…: 24
…
B SECOND QUARTER - EV/Forward Revenue Rankings
DOCN 6.2…10 Points
MNDY 6.5…9 Pts
CFLT 7.6…8 Pts
S… 8.9…7 Pts
ZI… 11.6…6 Pts
GTLB 12.2…5 Pts
NET. 12.3…4 Pts
ZS… 13.3…3 Pts
CRWD 13.7…2 Pts
SNOW 13.8…1 Pt
…
Halftime Score
Portfolio 5: 48
Tryouts…: 62
…
C) THIRD QUARTER - REVENUE GROWTH
S… 109.3%…10 Points
SNOW 84.5…9 Pts
MNDY 84.0…8 Pts
GTLB 75.1…7 Pts
CFLT 63.8…6 Pts
ZS… 62.6…5 Pts
CRWD 61.1…4 Pts
ZI… 57.7…3 Pts
NET. 53.7…2 Pts
DOCN 35.9…1 Pt
…
Score End of 3rd QTR:
PORTFOLIO 5: 78
TRYOUTS…: 87
…
D) GROSS MARGIN RANKINGS
GTLB 88.7%…10 POINTS
MNDY 86.5…9 Pts
ZI… 86.5…8 Pts
ZS… 77.9…7 Pts
NET. 77.8…6 Pts
CRWD 74.0…5 Pts
S… 65.3…4 Pts
SNOW 65.0…3 Pts
CFLT 64.0…2 Pts
DOCN 63.3…1 Pt
…
Final Game Score:
PORTFOLIO 5: 103
TRYOUTS…: 117
Team Leaders:
PORTFOLIO 5: SentinelOne 26 Pts; SNOW 24; ZS 21
TRYOUTS: MNDT 33 Pts; GTLB 26; ZI 26.
Final Note: Shoulda played DDOG and BILL.
…
This as stand alone data is insignificant; however, the results are just another way of building knowledge of companies that could work their way into the portfolio.
All the Best,