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VC Perspectives on the State of Software

A candid conversation from top investors on what’s happening in the B2B software market right now. Learn how today’s environment stacks up to the COVID cloud boom and what sectors are experiencing the most growth.

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Meet the speakers.


Jason Lemkin

CEO at SaaStr

Jason Lemkin is the founder of SaaStr, the world’s largest community of SaaS executives, founders, and entrepreneurs. A 3x founder, 1x VC, and constant SaaS enthusiast, he was named by Business Insider to “The 32 Most Powerful People in Business Technology.” Before SaaStr and investing, he was CEO and co-founder of EchoSign, then the web’s most popular electronic signature service, from inception through its acquisition by Adobe Systems Inc.

Arun Mathew

Partner at Accel

Arun Mathew joined Accel in 2009 and leads growth investments in the enterprise, security, and infrastructure markets. Arun works closely with 1Password, BetterCloud, Dealer.com (acquired by DealerTrack), Dovetail, ForgeRock (FORG), G2, PagerDuty, Qualtrics (acquired by SAP), ServiceChannel (acq by FTV), Squarespace, Tenable (TENB), Webflow, and XebiaLabs (acq by TPG). He also leads the firm's Tech Council initiatives and spends time in India, where he is active with Accel's investments in Flipkart, BookMyShow, Ola, and Freshworks (FRSH).

Doug Pepper

General Partner @ ICONIQ Growth

Doug Pepper joined ICONIQ Growth in 2019 as General Partner. Doug focuses on investing in Cloud and SaaS companies. For ICONIQ, Doug is a director or board observer at Aurora Solar, Betterup, Braze, Calendly, CaptivateIQ, CyberGRX, Highspot, Hightouch, Loom, Reprise, Sanity.io and Sendbird. He is also involved with ICONIQ’s investments in Airtable, Fivetran, Guild Education and Reify. Previously, he was a managing director at Shasta Ventures, a premier early-stage venture capital firm with more than $1.2 billion under management.

Alex Kayyal

SVP & Managing Partner @ Salesforce Ventures

Alex Kayyal serves as Managing Partner at Salesforce Ventures. He initially joined in 2015 to start the company's fund in Europe and open their London office. Alex loves to partner with mission-driven entrepreneurs who are not afraid to challenge convention or dream big. Alex has backed companies in more than 15 countries and believes the next Silicon Valley will be distributed and in the cloud. Prior to Salesforce Ventures, he helped launch HGP, a venture growth fund where he led the firm’s investment in The Trade Desk (Nasdaq: TTD).

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