So all of their acquisitions and burn has come from (crunchbase caveat) ~7MM? There's some missing pieces to be sure, but suffice it to say that having that much cash in your back pocket allows a different set of considerations.

Drew said the same thing at TC Disrupt in SF this year. Reading between the lines: All the acquisitions and ability to pay 300+ staff without needing to touch a massive $250 million pot of money is basically telling the market (eg: Box): "We can play the enterprise game very well and have the revenue to prove it"