Excellent review Scott. Have you a view on the performance of Will Lopes? I was an early investor because I could see their potential but they were blighted by bad management. I sold out because I formed the view that Propeller Head techies can’t grasp the financials. But with GM now increasing, I am interested.
Hey Damien, I don't have a view on Will specifically.
My hunch is the beginnings of this outcome likely started 1-3 years beforehand (building on the years of work before that). Improving ACV, retaining customers, finding scalable paths to market and having the product suite to do this isn't something you can achieve in a matter of months. Especially in a business of this size.
Excellent review Scott. Have you a view on the performance of Will Lopes? I was an early investor because I could see their potential but they were blighted by bad management. I sold out because I formed the view that Propeller Head techies can’t grasp the financials. But with GM now increasing, I am interested.
Hey Damien, I don't have a view on Will specifically.
My hunch is the beginnings of this outcome likely started 1-3 years beforehand (building on the years of work before that). Improving ACV, retaining customers, finding scalable paths to market and having the product suite to do this isn't something you can achieve in a matter of months. Especially in a business of this size.