The OneStream IPO and S-1 Breakdown

OneStream went public on July 24, 2024 and Dave "CAC" Kellogg and Ray "Growth" Rike dedicated this episode to discussing their S-1 and Initial Public Offering (IPO). OneStream, the company offering their Digital Finance Cloud to the Office of Finance has a long history including being self-funded, being acquired by Private Equity (KKR) in 2019 and beginning the transition from a perpetual license software company to a SaaS company in 2020 on the path to their IPO.

During the episode, Dave and Ray discuss multiple aspects of the OneStream public offering including:

• The history of OneStream

• KKR investment in 2019

• IPO pricing

• Umbrella Partnership Corporation (Up-C)

• Stock Class Voting Rights

• Financial Performance Metrics Trends

If you are a student of the SaaS industry and/or are interested in the details behind a company that serves the Office of Finance this episode is a great listen.

This is the 50th episode of SaaS Talk™ with the Metrics Brothers and don't miss CAC and Growth sharing credits to the people who made SaaS Talk a reality!!!