I've been looking into this company more closely in recent weeks...

I've been looking into this company more closely in recent weeks and published some thoughts on Keypath on my blog here - https://www.andycrebar.com/p/mopoke-cloud-october-2021

Outside of Janison, education tech on the ASX hasn’t seen any major breakout successes in recent years. Keypath is managing the growth vs profitability trade off well - growing 39% and only burning 10% of revenue - giving them a Rule of 40 inline with Janison although behind Cluey and ReadyTech.