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Dec 31, 2024
9:45:07am
4thand19 All-American
Solid. They are quite big and a leader in their space (Chorus is main comp)
That said, they are seeing their main offering be imitated by the giants like Salesforce, Zoom, etc. but they have built a large customer base and have a great product.

I evaluated a smaller, niche competitor in this space for a large PE fund about 9 months ago. It’s a cool product.
4thand19
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Beat_the_U
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4thand19
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Jan 24, 2012
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Jan 5, 2025
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4,265 (2 FO)
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