Former Divisional Head at Heap.io Inc
- Key trends in Heap.io’s operating environment and the broader digital insight software category, sense-checking Amplitude’s (NASDAQ: AMPL) TAM assumption
- Competitive dynamics among Heap, Amplitude and others – Heap’s relative scale and opportunities to take market share
- Product differentiation, customer penetration and market expansion – associated cost pass-through, upsell capabilities and potential product opportunities
- Outlook for Q4 2021 and beyond in light of recent management additions – customer count, ACV and best- and worst-case revenue trajectory
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