Priya leads our data-infrastructure and AI-native coverage. She built the consumption-credit normalisation that the bench now uses, and writes the bench-wide quarterly outlook. Background in equity research at Goldman and as a product analyst at Snowflake.
- RPT-218 The Rule of 40 broke this quarter● Open
- RPT-212 Coverage drops & adds, Q1 2026● Open
- RPT-207 The data-infra trade is no longer a trade🔒 Sub
- RPT-203 2026 outlook: five bench-level calls🔒 Sub
- RPT-198 Snowflake on a normalised RoF basis🔒 Sub
Marcus runs sales-efficiency coverage. He authored the bench's magic-number methodology and the AI-credit normalisation memo. Background as a senior consultant at McKinsey's high-tech practice and as a strategic-finance lead at HubSpot.
- RPT-217 Magic Number after AI-credit normalisation🔒 Sub
- RPT-214 The DevTools cohort, post-IPO🔒 Sub
- RPT-210 Gross retention vs. net retention🔒 Sub
- RPT-206 Q4 earnings season scorecard🔒 Sub
- RPT-201 S&M productivity, top vs. bottom quartile🔒 Sub
Devon covers vertical SaaS — legal, healthcare, construction, accounting — and the private-bench Series-D cohort. He built the TAM-realism framework we apply to vertical names and runs the private-round triangulation desk.
- RPT-216 EV/NTM compression in vertical SaaS🔒 Sub
- RPT-213 Five private SaaS rounds priced this quarter🔒 Sub
- RPT-209 Sales-efficiency divergence, GTM choices🔒 Sub
- RPT-205 Identity SaaS — the OKTA case, restated🔒 Sub
- RPT-194 Vertical SaaS cohort, two years in🔒 Sub
Sasha leads DevTools and SecOps coverage. She runs the SecOps consolidation thesis and the post-IPO cohort tracker. Background as a corp-dev associate at CrowdStrike and a product-analytics lead at GitHub.
- RPT-215 NDR normalised for downsell rights● Open
- RPT-211 The SecOps consolidation thesis, two years in🔒 Sub
- RPT-208 Vertical SaaS: TAM realism in 2026🔒 Sub
- RPT-204 The Series-D bench — 28 private rounds🔒 Sub
- RPT-188 DevTools post-IPO cohort tracker🔒 Sub
Hideo covers international SaaS exposure (APAC and EMEA), the macro-overlay on the bench, and FX-impact normalisation. Background at SoftBank's growth-equity team and as a strategy lead at Atlassian APAC.
- RPT-202 APAC SaaS — multiple compression vs. US bench🔒 Sub
- RPT-196 EMEA expansion at the cohort level🔒 Sub
- RPT-184 FX impact on Rule of 40, normalised🔒 Sub
- RPT-178 Macro overlay on the bench, 2025🔒 Sub
- RPT-167 Constant-currency NDR, full bench🔒 Sub
Lola supports the bench across cohort statistics, methodology corrections, and the errata log. She owns the Sunday-night ingestion pipeline that produces Monday's bench refresh. Background at Bain & Company and as a financial-systems analyst at Datadog.
- RPT-200 Bench errata, Q1 2026 cumulative● Open
- RPT-191 Cohort thresholds — what makes the cut🔒 Sub
- RPT-183 Methodology v3.4 release notes● Open
- RPT-174 Sample-size floors, by cohort🔒 Sub
- RPT-162 Ingestion pipeline, design notes🔒 Sub