PERSON DIRECTORY
Connie Lee
Connie Lee appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
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Connie Lee pitches nCino at Sohn 2025
nCino’s cloud lending platform combines over 90% recurring revenue, 40% incremental margins, and a recent 7% price increase with an $18B TAM that remains only 7% penetrated in commercial lending.Billings and backlog growth have reaccelerated after mortgage weakness, bank failures, and shareholder selling, but execution and a possible private-equity takeout remain the key risks to realizing the discount.