Establishing a new verticalOne of our companies had a sales consultant audit their sales team and methodology. Our portfolio company’s market has some interesting…16h ago116h ago1
Don’t worry about first to marketA lot of companies that feel like they must be ‘first to market’. There is a belief that if you’re not the first and biggest in a market…5d ago5d ago
Don’t worry when a competitor raises moneySome SaaS founders we speak to worry too much about what their competitors are doing. While it’s good to know where you are in the market…6d ago6d ago
The lawsuits I’ve seen in venture investingAs a tech founder, you can and will be sued for anything, whether the plaintiff has a real grievance or not. Below are the times I’ve seen…Nov 251Nov 251
Lessons from Benchmark’s early dayseBoys by Randall Stross is a classic. It chronicles the early days of one of the best performing venture funds ever: Benchmark. Below are…Nov 22Nov 22
Non-recurring revenue in SaaSMany SaaS businesses have some services/one-time revenue. While this type of revenue doesn’t have enterprise value, customers do expect to…Nov 20Nov 20
Advice for the complex sales cycleI recently re-read “Hope is not a Strategy — The 6 Keys to Winning the Complex Sale” by Rick Page. The book is great and below are some…Nov 191Nov 191
Q3 2024 Venture Investing and M&A DataThe CB Insights Q3 2024 State of Venture Report is an analysis of global venture capital trends, focusing on dealmaking, funding, and exits…Nov 18Nov 18
Comparing profitable and unprofitable SaaS is surprisingWe closely monitor ever SaaS company that has gone public since October 2017. In this blog we compare the performance of the profitable and…Nov 14Nov 14
2023 SaaS Cash Efficiency relative to GrowthTo measure cash efficiency in SaaS, we look at the change in revenue for the year divided by operating loss for the year. Cash efficiency…Nov 12Nov 12
