This reminds me of Jive Software. They were in a very similar position when they took money, in the same market, at a very similar level of maturity, and one of the prime competitors to Atlassian.

I can't speak to the financial implications for their company, but as a customer, the move was terrible. Their prices got jacked way up, they dropped all their offerings in favor of what they saw as the product likely to provide the highest return, invested a ton of that money in sales and marketing, and their service and quality plummeted.

They switched to a subscription software licensing model, stopped listing prices on their website, added a "Solutions" tab next to "Products", etc.

I never understood why they took the money, but I understood why those changes came with the money. As a customer, I hope Atlassian doesn't go down the same road, but given the amount of money and the actual scope of the products they work on, I can't help think that it's an inescapable path.