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Why did we pass on this investment?
$0K
$100K
$200K
$300K
$400K
$500K
Q2 2012 Q4 2012 Q2 2013 Q4 2013 Q2 2014 Q4 2014
MonthlyRecurringRevenue($K)
Net New MRR ($K)
Beginning MRR ($K)
Nice looking growth, but doesn’t tell the whole picture
Source: The Social+Capital Partnership Internal Data

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