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Carolyn Valenti

Research Analyst at Goldman Sachs Group Inc.

Carolyn Valenti is an Equity Research Associate at Goldman Sachs Group, Inc., specializing in Global Investment Research across sectors including technology and e-commerce. She has contributed coverage on companies such as BigCommerce Holdings and Enfusion, supporting senior analysts in producing actionable investment insights for institutional clients. Carolyn began her career at Goldman Sachs, initially joining as an incoming analyst before advancing to her current associate role; she holds active registration with FINRA under CRD# 7410285 and has fulfilled regulatory requirements for broker-dealer activities. Her professional credentials reflect a solid foundation in financial analysis and securities regulation.

Carolyn Valenti's questions to CCC Intelligent Solutions Holdings (CCCS) leadership

Question · Q1 2025

Carolyn Valenti asked about the typical duration of claims volume weakness in past cycles and whether the current cycle is different. She also sought an update on the full-year contribution expectations for Emerging Solutions.

Answer

CEO Githesh Ramamurthy noted that past cycles of weakness have lasted one to two years and that the current cycle is unique due to consumers holding back on filing claims to avoid premium increases. CFO Brian Herb confirmed that Emerging Solutions' contribution is now rounding up to 2 points of growth, up from 1, driven by broad-based strength, and this momentum is expected to continue.

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Carolyn Valenti's questions to Klaviyo (KVYO) leadership

Question · Q3 2024

Carolyn Valenti of Goldman Sachs inquired about the ways Klaviyo helps customers connect their first-party data to advertising audiences on platforms like Meta and Google, and the use cases that are emerging.

Answer

CEO Andrew Bialecki explained that Klaviyo integrates with major ad platforms to improve customer acquisition. Key use cases include using Klaviyo data to build highly targeted segments, such as 'best customers,' and syncing those lists to ad platforms to improve lookalike audience creation and overall advertising ROI.

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Carolyn Valenti's questions to VEEVA SYSTEMS (VEEV) leadership

Question · Q2 2025

Carolyn Valenti asked which product suite holds the most opportunity for future development within Veeva's TAM and how its solutions are designed to evolve with rapid scientific advancements.

Answer

CEO Peter Gassner stated that both the commercial and clinical segments, the two largest parts of Veeva's TAM, have significant room to grow with a mix of new and established products. He explained that Veeva's solutions are built with inherent flexibility to handle all types of trials and drugs, so they benefit from the industry growth driven by scientific progress rather than being tied to specific scientific changes.

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