Aram Verdian

speaker

731 appearances 1 recordings 1 series first heard Jul 2026 last heard 24 Jul

Aram Verdian’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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It's not growing enough.

It's not like a Databricks.

And its comms are trading at a fraction of the revenues it's being held at.

So I don't think you see that roadkill right away.

But I do think you can see plateauing of performance.

And that's something we look at when we underwrite managers as well, is traction of the underlying portfolio companies over a longitude of time.

Different managers, not as much, but we do see discrepancies in marks and how we think about where the mark should be.

Not always, but sometimes, especially for two reasons.

One is with COVID and the valuations were high, and two, Syspocalypse.

Syspocalypse has re-rated non-AI venture-backed software companies.

If you are not showing acceleration of growth from AI, if you can't show the resilience, if you're not growing at least 30% to 50% plus,

That company today, if you're not in that category, you're not training it 10 times.

We're training it anywhere from two to 10 times.

And God forbid your seed-based workflow, sub 20% growth, like you're in the sub three, sub four times ARR.

The private marks on a lot of companies that are in that, not necessarily workflow, but take system of record company growing 20, 30%.

I'll just use a random example.

$100 million company growing 25% organically.

Say there's no price increases.

Organic 25% grows.

Breakeven.

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