Leads 1Password, an identity and access management company with over $400M ARR, 180K business customers, and profitability; previously COO before becoming CEO.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The company has grown ARR from $250M to over $400M in roughly two years, serves 180,000 business customers alongside millions of consumers, generates significant free cash flow, and recently completed a small secondary for employee/founder liquidity without needing primary funding.