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Asana S-1

384 点作者 sean_lynch将近 5 年前

26 条评论

supernova87a将近 5 年前
Wow, this is a torrent of IPOs today. Investors &#x2F; boards are wanting to get money out before things turn south I feel.<p>Aside from that, I&#x27;m surprised how much it costs Asana on engineering R&amp;D, for essentially a ticket management system. How does a team grow to ~300+ developers ($89M R&amp;D) to figure out how to attach PDFs and videos to tickets, and email people when there&#x27;s a change in status? (ok yes I&#x27;m oversimplifying a bit, but not that much)<p>And (as with all such companies) how much they need to pour into Marketing&#x2F;Sales to sell this thing. These above costs basically wipe out the gross profits by 2x.
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aresant将近 5 年前
An article by Tom Tungz that relates SAAS co marketing budgets to to annuity grabs helps me contextualize this S1.<p>Asana&#x27;s gross margin is ~85%!<p>Their net retention is tracking @ 120% in 2020.<p>So every $1.00 dollar of sales to a customer last year turned into $1.20 this year.<p>AKA negative churn.<p>Which explains the reason you see them spending $105m in sales &amp; marketing to generate $142m in topline.<p>Obviously this runs its course eventually, but at that point you cool down your S&amp;M &amp; R&amp;D engine and try to keep up with counting all the cash flows.<p>SAAS is just a remarkable business, absolute cash pigs.<p>(1) <a href="https:&#x2F;&#x2F;tomtunguz.com&#x2F;does-better-ndr-imply-greater-tolerance-for-higher-cac&#x2F;" rel="nofollow">https:&#x2F;&#x2F;tomtunguz.com&#x2F;does-better-ndr-imply-greater-toleranc...</a>
gen220将近 5 年前
Can someone in-tune to this world explain why Moskovitz purchases equity through a trust, in the form of convertible promissory notes? It seems like he isn&#x27;t taking any compensation in stock or cash, but prefers to &quot;invest&quot; in the company&#x27;s stock, through this trust and promissory-note scheme?<p>If you&#x27;re confident that the company&#x27;s eventually going to exit (obviously a big &quot;if&quot;), and you have the cash liquidity (which he obviously does, as one of the original co-founders of fb), is this essentially a method of getting compensation that isn&#x27;t taxed as compensation? I&#x27;m trying to understand what the justification is for maintaining what looks like a fairly complicated transaction. It looks like they&#x27;ve done it a few times (2017, 2020 jan 2020 june). His entities also participated as investors in the Asana Series D and Series E rounds.<p>Not meaning to cast aspersions, just curious because I haven&#x27;t seen these kinds of setups in S-1&#x27;s before. But most S-1 companies don&#x27;t have people with pre-ipo, &gt;1bn net worth founder-CEOs, so it makes sense that this one might be a bit anomalous.
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dmart将近 5 年前
I&#x27;ve found Asana to be a much, much nicer product to work with than Jira (at least as a developer, not sure about from the management side.) I genuinely wish them success and hope they&#x27;re able to grow their marketshare.
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peter_l_downs将近 5 年前
Am I reading this correctly in that they had a net loss in 2019 of $50.1 (42.4 adjusted) million dollars, and then in 2020 a net loss of $118.6 (68.2 adjusted) million dollars? (bottom of page 58)<p>And that their plan is to just continue trying to upsell and acquire new customers?<p>Hmmmm
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gizmo将近 5 年前
According to the filing Asana has 1.2m paying users. Each user is worth maybe $1000. That puts Asana at 1.2bn.<p>The median forward revenue multiple for public enterprise SaaS companies is 10x, and with 2020 revenues of 150mn that results in a 3bn market cap.<p>A third data point is they raised 75M 16 months ago at a $900m post money valuation. With growth at 100% annually that puts their current valuation at 2.5bn or so.<p>Three different 30 second valuation strategies that result in the same ballpark numbers.
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paloaltokid将近 5 年前
Based on a few of the comments on this thread, I wanted to point out that filing an S-1 is not something that you just do overnight. When companies decide to go public it&#x27;s a lot of work usually involving multiple dedicated teams on the business side. It takes many months and can take over a year.<p>So while the timing here is interesting, nobody decided on Friday that many well-known tech firms would declare their intent to go public on Monday.
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ryanmccullagh将近 5 年前
In case anyone forgot, Asana was founded by Facebook co-founder Dustin Moskovitz.
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archit3cture将近 5 年前
In the &quot;History&quot; section (p.2) they state that<p>&quot;We started Asana because our co-founders experienced firsthand the growing problem of work about work. While at Facebook, they saw the coordination challenges the company faced as it scaled. Instead of spending time on work that generated results, they were spending time in status meetings and long email threads trying to figure out who was responsible for what. They recognized the pain of work about work was universal to teams that need to coordinate their work effectively to achieve their objectives. Yet there were no products in the market that adequately addressed this pain. As a result of that frustration, they were inspired to create Asana to solve this problem for the world’s teams.&quot;<p>I can only imagine that the complexity of the coordination inside Facebook continued to grow after Asana was created.<p>So is Facebook a client of Asana to solve this problem ? How does a company like Facebook handle the &quot;coordination problem&quot; ? Do they have one tool that solves all the issues or a myriad of project management tools ?
jimnotgym将近 5 年前
I know Asana is prettier than MS planner but:<p>1. Planner is bundled with 365<p>2. Planner works with Azure AD SSO for free.<p>3. Planner is 100% integrated with Teams.<p>This makes Asana an outside bet for me.
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jasondc将近 5 年前
5 IPOs (S-1 filings) from Silicon Valley today:<p>- Unity (San Francisco) - Jfrog (Sunnyvale) - Snowflake (San Mateo) - SumoLogic (Redwood City) - Asana (San Francisco)
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snake117将近 5 年前
I&#x27;ve read a lot of comparisons between Asana and Jira, but I was curious if anyone can explain the difference between Asana and Basecamp? I don&#x27;t have experience with either service.
nv-vn超过 4 年前
This filing looks like it has a ton of red flags about the way Asana is running their company. As an example, one of the images tries to highlight Asana&#x27;s timeline and their achievements [1]. One of the things they mention is opening an international office with ~100 employees and &lt;11k customers. Based on their current figures of 75,000 paying customers and revenue of $142,606,000, you would expect a revenue of ~$19 million for 11k customers. Why is a company with 100 employees &amp; &lt;$19 million in revenue opening international offices? Likewise, why is the company spending 74% of revenue on sales and 63% on R&amp;D? How are they managing to lose 83% of revenue? It seems like the company has 0 responsibility with how they spend their cash and beyond that, it&#x27;s unclear whether they even have a path towards profitability if they&#x27;re spending 75 cents on the dollar just to make a sale and throwing almost $100 million at R&amp;D every year. Despite substantial revenue growth y&#x2F;y (~70%), they&#x27;ve managed to outpace it by growing losses twice as fast at ~140%. It seems like the company has a pretty good product and a great gross margin as well as good revenue growth, but I don&#x27;t see them becoming profitable with their current management -- it seems like the folks in charge right now have no clue how to run a successful business and will just throw money away as soon as they&#x27;re given it.<p>[1] <a href="https:&#x2F;&#x2F;www.sec.gov&#x2F;Archives&#x2F;edgar&#x2F;data&#x2F;1477720&#x2F;000119312520228462&#x2F;g855753g47s60.jpg" rel="nofollow">https:&#x2F;&#x2F;www.sec.gov&#x2F;Archives&#x2F;edgar&#x2F;data&#x2F;1477720&#x2F;000119312520...</a><p>Disclaimer: I&#x27;m not a professional investor and I&#x27;m not familiar with Asana&#x27;s business
2T1Qka0rEiPr超过 4 年前
As a non-American who knows little about the IPO process, is there a reason why there have been a flood of S-1 reports listed on HN over the past 24 hours?
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minimaxir将近 5 年前
...is there a reason a ton of tech startups are dropping their IPOs today?
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1290cc将近 5 年前
Makes sense they&#x27;re going for the IPO at the start of the work from home era. Asana has been around awhile and my team always used it for remote team communication and project management. We never saw the need for apps like Slack or Basecamp because working with the tool is very similar to the Getting Things Done system (or Toodledo).
ourcat将近 5 年前
What do they actually do (for 1m+ people)?<p>I&#x27;m looking around their site and blog (and the S-1) and read a lot of &#x27;marketing-speak&#x27;, but no simple one-liner about what they actually do and what value they bring.<p>Am I missing something obvious?<p>What comparative companies are they like? I saw someone mention Jira. Are they &#x27;a Jira&#x27;?
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jariel超过 4 年前
Good on them, but can Silicon Valley people stop conflating their corporate operating bloatware with Eastern Spiritual Terms?<p>Completing that outstanding customer ticket is not like the process of achieving englihtenment.
bambax超过 4 年前
&gt; <i>Help humanity thrive by enabling the world&#x27;s teams to work together effortlessly.</i><p>I have no idea what any of this means. It&#x27;s grandiose and therefore, upsetting.
baron816将近 5 年前
Anyone else interested in filing to go public today?
poisonta将近 5 年前
I bet half of their R&amp;D is being spent to figure out how to do Kubernetes the right way.
actuator将近 5 年前
While better than Jira in UI, I haven&#x27;t been able to like Asana as a product for some reason. In my previous company we moved away from Asana to Jira because it seemed PMs and higher management found Jira easier to work with.
ryanhunt超过 4 年前
Dumb question - but with all these tech IPOs, how does one get in&#x2F;invest at IPO time without buying on the open market?
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m3kw9将近 5 年前
FOMO on full blast
AHappyCamper将近 5 年前
Mazal Tov! =)
ponker将近 5 年前
I&#x27;m not a fan of the product but at least this isn&#x27;t a company built on labor exploitation or fucking up some existing ecosystem.
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