Flight Deck: Opportunity In Japanese Accounting Software Stock

Notes of Flight Deck Capital’s Jay Kahn from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more Jay Kahn of Flight Deck Capital Free Japan, software, 2012 2019 launch Engineering first culture Significant insider ownership Cloud data native integrated accounting software 8 billion ARR Growing north of 50% YoY Integration with Japanese market Focus is on back office Japan doesn’t have much cloud software TAM 224 K customers B2B opportunity Some still use cd installed accounting software Japanese speakers is favored for accounting software Many going public with Free Accelerating…