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[OKTA – Okta] Owning Identity

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[COUP – Coupa Software] Savings-as-a-Service

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[ELLI – Ellie Mae] Market Opportunity, Competitive Threats, and Profitability

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[TEAM – Atlassian] Collaboration and Competition

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[WK – Workiva] From Point Solution to Platform

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[CMPR – Cimpress NV] Scale Economies and Hard Realities, Pt. 3

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[RP – RealPage] Software Bundle, Not a Platform

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[MSFT – Microsoft] Death Star, Reformed

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