David Toms is Director of Research at Hg, leveraging over two decades of technology sector experience to provide broad market context to Hg’s deep cluster knowledge, researching how market trends and data impact new investment opportunities, existing portfolio companies, and potential exits.
Each month, David crunches the numbers to shed light on the world around us. This month he considers whether the Rule of 40, that popular method of judging growth vs margin is still relevant in today’s marketplace.




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