16 Tweets Dec 31, 2022
On the pod we did a recap on Sara's List.
Goal: show startups that:
- are stable-ish startups
- pay a very competitive salary
- w/ great benefits
- but can still make you a millionaire because the equity can 5-10x
Here's a 1 year update on our picks.
1. Flexport:
Value at pod: $3.2b. 2019 when Softbank invested $1B at Series D)
Now: $8B. $935M Series E in Feb. 2022.
Growth: 2.5x
2. Zapier:
Value at pod: $5.1B. ARR of $140M.
Now: Hasn't raised another round.
Growth: No change.
Some valued Zapier higher at ~$7B based on a 5-year revenue forecast that has Zapier growing 30-50% over the next 5 years.
3. Uniswap:
Value at pod: est. $45M-$60M range at Aug. 2020, $11M Series A (a16z)
Now: unknown
Did $1B of revenue in 2021
Growth: Crypto's in the toilet, so unsure.
4. Anduril:
At Pod: $4.65B (had just raised)
Now: March 2022 Anduril is looking to raise up to $1.2B, at a $7B pre-money val
Growth: ~2x
5. Replit:
At Pod: Feb. 2021 Series A of $20M. So maybe $100m?
Now: 3 months after pod in Dec. 2021 raised Series B - $80M (Coutue), $800M valuation.
Growth: 8x
6. Airtable:
At Pod: $5.7B
Now: $11.7B. 3 months after pod in Dec. 2021 raised Series F, $735M)
Growth: 2x
7. Figma:
At pod: $2 billion.
Now: $20b sold to Adobe)
Growth: 10x
8. Rippling:
At Pod: $1.3B
Now: $11.25B . 2 raises since pod
Growth: 8.5x
9. OpenStore:
At Pod: $250M
Now: 2 months after pod in Nov. raised $75M at $750M val. Just raised $32M in Aug. 2022 (val unknown)
Growth: 3x
10. Faire:
At Pod: $6.7B
Now: $12.6B. 2 raises since pod
Growth: ~2x
11. NexHealth
At Pod: $430M
Now: $1B
Growth: 2.3x
12. OneTrust:
At Pod: $5.3B
Now: unknown
Growth: Not sure
Full pod here where we discussed the updated lilst: mfmpod.com
Original pod: youtube.com
My take on our picks:
Not bad. Yes, the last 24 months has been crazy for funding so who knows if the valuations will pan out.
But, my point still stands: I think joining a medium (not early, not late) staged startup is a great way for employees to get rich.
PS: I named this after my wife @SaraSodineParr who made her first million, BEFORE I DID, by doing this strategy.

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