Coatue - Michael Gilroy, Co-Head of Growth Investing and Head of Fintech on the State of Fintech
Wharton FinTech Podcast
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FinTech - What's the Rule of 200?
The rule of 200 is very simply NDR net dollar retention revenue growth, gross profit percent and EBIT percent. The reality is many of these businesses are not quite scaled, right? And you need to look at both of these side by side. So we see a lot of companies across really payments in general and bill pay and SMB acquiring where these NDRs are best in class.
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