nCino is a vertical SaaS company that provides a cloud-based banking operating system used by banks, credit unions, and other financial institutions to digitize onboarding, lending, and account-opening workflows. The platform is built natively on Salesforce, which lets customers use nCino as a process and data layer on top of their existing CRM and front…
Company Overview – “Asset-Heavy Ops, Software-Heavy Margins” Samsara (NYSE: IOT) is a connected-operations software company that helps fleets, industrial firms, and public-sector agencies monitor vehicles, equipment, sites, and workers using IoT sensors feeding into a cloud platform. Founded in 2015 by Sanjit Biswas and John Bicket (the Meraki founders) and headquartered in San Francisco, it…
Asana is a work management SaaS platform founded in 2008 that helps teams coordinate projects, workflows, and cross-functional initiatives through structured tasks, timelines, and automation. The company generated roughly $700 million in FY2024 revenue, growing at a mid-teens rate as enterprises adopt structured coordination tools to reduce operational friction. Asana is headquartered in San Francisco,…
Salesforce is a global leader in cloud-based enterprise software, best known for its CRM (Customer Relationship Management) suite that spans sales, service, marketing, commerce and analytics. It offers a broad set of cloud applications — including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud — and supports heavy customization, integrations, AI-powered features and enterprise workflows. …
Snapshot GitLab is a publicly traded software company offering an end-to-end DevSecOps platform that supports version control, continuous integration/continuous deployment (CI/CD), security, compliance, and software project planning. It serves a broad range of customers — from small projects to large enterprises — using a freemium model: open-source core features, paid tiers for advanced enterprise functionality. …
Company overview CrowdStrike provides cybersecurity solutions, focused largely around its cloud-native “Falcon” platform for endpoint protection, threat detection and response, identity and cloud security, and related services. The company sells its services on a subscription / recurring-revenue basis. It targets enterprises and organizations needing robust defense across devices, cloud infrastructure, and identity surfaces. CrowdStrike is…
1. Company overview – Nutanix at a glance Nutanix, Inc. is a hybrid multicloud and enterprise virtualization software company that started in hyperconverged infrastructure (HCI) and now sells a full cloud platform spanning compute, storage, networking, virtualization, Kubernetes, databases, and desktop-as-a-service. Founded in 2009 and public since 2016, it generated roughly $2.54 billion in revenue…
1. Overview – Cloud-native zero-trust security at scale Zscaler (NASDAQ: ZS) is a cloud security company that delivers secure internet and private app access through a multi-tenant, cloud-native platform built around zero trust principles. It sits at the heart of the fast-growing Secure Access Service Edge (SASE) and Security Service Edge (SSE) markets, replacing legacy…
Zoom is not just “that pandemic stock” anymore; it’s a $4½–4.8 billion-revenue, $23–24 billion-market-cap collaboration platform trying to grow up in a world dominated by Microsoft and Google. The company, founded in 2011 and headquartered in San Jose, sells a suite of unified communications tools built around Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Contact…
1. Company Overview Elastic N.V. is a software-company best known for its flagship product, Elasticsearch, which allows users to ingest, store, search and analyze massive amounts of structured and unstructured data. It offers a broader stack — including Kibana for visualization, Beats and Logstash for data shippers and the “Elastic Stack” more generally. The company calls…