Figma S-1 cover art

Figma S-1

Figma S-1

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About this listen

Figma is a web-based collaborative design platform used by product designers, UX/UI teams and developers. They also just recently filed their S-1.

During this episode, Dave "CAC" Kellogg and Ray "Growth" Rike discuss several aspects of the S-1 including:

  • Customer count & revenue by customer segment (< $10,000 ARR, > $10,000 ARR, > $100,000 ARR, > $1M ARR)
  • Net Revenue (Dollar) Retention Rate Calculation (132%)
  • Gross Revenue (Dollar) Retention Rate Calculation (96%)
  • Rule of 40 = 79 (higher than Palantir)
  • Impact of the Adobe acquisition collapse - an enterprise valuation perspective


Inspiration for the discussion and a few data points beyond what was in the Figma S-1 included:

  • Jamin Ball - Clouded Judgement Newsletter
  • Only CFO Newsletter
  • CJ Gustafson - Mostly Metrics Newsletter


If you are interested in SaaS companies, S-1 filings and SaaS Metrics such as Net Revenue Retention, Gross Revenue Retention, and Rule of 40 - those metrics that impact enterprise value - this episode is for you!!!

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