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Insight Partners
Nat Friedman
Lachy Groom
Patrick Collison
Michael OvitzMixed
A mixed round, some signals are off the norm.
Syndicate size
Party round (29 investors), diffuse ownership and signal.
Insider conviction
All-new money, no prior investors re-upped.
Investor track record
A mix of established and emerging investors.
Heuristic read of round size vs peers, syndicate size, insider conviction, and investor track record. Not investment advice.