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@davidneckstein
CFO @WeAreLegora. Formerly @TrustVanta, @MenloSecurity @OpenDNS and @BoxHQ. Married to my best friend, @ellenjdasilva.
AI
Legora said it added 800 customers in Q3 2026 and more ARR than its total at the end of 2025.
AI
ICONIQ Capital says the milestone used to take software companies five or more years, arguing that AI-native companies have a fundamentally different growth curve.
AI
The author cites Legora’s retention and usage figures but calls gross margin the most important test, arguing that scaling a negative-margin business only worsens the problem.