The Cloud 100 - Bessemer Venture Partners
Talks about Cloud 100 cohort, annual recurring revenue (ARR) and AI companies
https://www.bvp.com/team/alex-yuditski
BVP Forge operates as a private equity firm that focuses on software-enabled businesses.
Technology Growth Team Investments: - 6sense (revenue operations) - JumpCloud (directory as a service and device management) - Nuvemshop (LATAM eCommerce SaaS) - Split (feature flags and experimentation SaaS), acq. by Harness - Replicated (multi-prem software delivery) - Nylas (email / productivity API suite) - Kajabi (knowledge eCommerce SaaS) - Klaviyo (eCommerce marketing automation SaaS), IPO - Brex (corporate card and spend managment SaaS) - Robinhood (mobile-first brokerage), IPO
Owl Rock is an investment firm that aims to meet the distinct and underserved financing needs of middle-market companies.
Technology M&A
Leveraged Finance
Regions Insurance provides insurance solutions and risk management services for businesses and individuals in the United States.
Talks about Cloud 100 cohort, annual recurring revenue (ARR) and AI companies
Talks about Vertical AI, LLM-native applications and vertical software
Talks about AI Cloud, AI foundation models and Big Tech competition
Talks about Cloud 100 List, AI in cloud computing and Centaur status