Not one number in this "alternative look". IPOs are about valuation, use of proceeds, execution to date, and business plan. It seems to me that many capital markets observers keep having a creationism point of view when justifying valuations.
The "alternative" refers to the fact that it is not just an overview thats been copied and pasted from the S1 form, but more a speculative look at what the information detailed implies for their future.
"The battle for talent is as important as the battle for customers." I totally agree .. With an amazing product, customers won't be able to not use a CRM system such as Zendesk.
