Frank Slootman

Probably the two, I can say this for sure with Carl, one of the best executives out there who knows more about revenue generation and leading companies than almost anybody in the Valley. So to be alongside of him on this journey and build out this company or at the request of this founder was phenomenal.

Probably the two, I can say this for sure with Carl, one of the best executives out there who knows more about revenue generation and leading companies than almost anybody in the Valley. So to be alongside of him on this journey and build out this company or at the request of this founder was phenomenal.

Probably the two, I can say this for sure with Carl, one of the best executives out there who knows more about revenue generation and leading companies than almost anybody in the Valley. So to be alongside of him on this journey and build out this company or at the request of this founder was phenomenal.

I'm typically in a growth deal trying, if I'm going to take a board seat, it's usually a $75 million check. I'll break the rule and go to 50 sometimes, but mostly it's 75 minimum with the goal of doing more over time before it goes public.

I'm typically in a growth deal trying, if I'm going to take a board seat, it's usually a $75 million check. I'll break the rule and go to 50 sometimes, but mostly it's 75 minimum with the goal of doing more over time before it goes public.

I'm typically in a growth deal trying, if I'm going to take a board seat, it's usually a $75 million check. I'll break the rule and go to 50 sometimes, but mostly it's 75 minimum with the goal of doing more over time before it goes public.

Ownership percentages aren't necessarily the most important things. I want to be in the right vehicles in the right places and have enough money to work to make it matter.

Ownership percentages aren't necessarily the most important things. I want to be in the right vehicles in the right places and have enough money to work to make it matter.

Ownership percentages aren't necessarily the most important things. I want to be in the right vehicles in the right places and have enough money to work to make it matter.

Yeah, we're usually in growth trying to underwrite, can it be 5 to 10x outcome? We have a kind of a view of what we call super stamps, the companies that we really want to be in that are the future IPO companies. And those may not have the same direct return. The risk is much less.

Yeah, we're usually in growth trying to underwrite, can it be 5 to 10x outcome? We have a kind of a view of what we call super stamps, the companies that we really want to be in that are the future IPO companies. And those may not have the same direct return. The risk is much less.

Yeah, we're usually in growth trying to underwrite, can it be 5 to 10x outcome? We have a kind of a view of what we call super stamps, the companies that we really want to be in that are the future IPO companies. And those may not have the same direct return. The risk is much less.

And then there's the what we think are the future franchise earlier stage bets that we're going to go in and kind of layer in over time and look for even more upside. So we kind of bifurcated our growth view a little bit, trying to do right by our investors and right by our portfolio.

And then there's the what we think are the future franchise earlier stage bets that we're going to go in and kind of layer in over time and look for even more upside. So we kind of bifurcated our growth view a little bit, trying to do right by our investors and right by our portfolio.

And then there's the what we think are the future franchise earlier stage bets that we're going to go in and kind of layer in over time and look for even more upside. So we kind of bifurcated our growth view a little bit, trying to do right by our investors and right by our portfolio.

It's continuous. It doesn't always mean we participate every round, right? So sometimes things get too expensive and we'll make a choice that our risk adjusted rate of return for that deal isn't something we want to pursue at the same level as we would have an earlier round. We will try to participate every time we can.

It's continuous. It doesn't always mean we participate every round, right? So sometimes things get too expensive and we'll make a choice that our risk adjusted rate of return for that deal isn't something we want to pursue at the same level as we would have an earlier round. We will try to participate every time we can.

It's continuous. It doesn't always mean we participate every round, right? So sometimes things get too expensive and we'll make a choice that our risk adjusted rate of return for that deal isn't something we want to pursue at the same level as we would have an earlier round. We will try to participate every time we can.

And if the prices are right and the business is executing well, we're going to definitely layer in. We have a fairly significant size fund, so we've got a lot of powder, but it's very important that we get the kind of returns we need.

And if the prices are right and the business is executing well, we're going to definitely layer in. We have a fairly significant size fund, so we've got a lot of powder, but it's very important that we get the kind of returns we need.