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4min chapter
Kindergarten Ventures’ Vanta investment, and building a new Strategy for Venture (with Thomas McGannon)
ACQ2 by Acquired
The Middling Situation
I think that the middling situation is where they kind of stay in the system of record world. They have some expansion, but not a lot in three years. It's 200 and something million dollars and you probably get to that $1.6 billion dollar valuation. Maybe, maybe you can get kind of a 15, 20% return from here. And I want to add one thing like that really could get me super excited for that a plus is if Vanta can become a way of communicating operational stability and excellence. If they can do that, just like it's like this is a system of engagement around security compliance data, data security monitoring is going to be an enormous market. Yes
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