Founding partner of Marathon Management Partners, an investment firm analyzing public and private market opportunities in software and technology.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Bending Spoons acquired Airtable at a compelling 4.7x revenue multiple (2.7x equity net of cash) for a business with 500k customers, 80% Fortune 500 penetration, and 20% ARR growth, making it a textbook roll-up win.