Sammy AbdullahLessons learned from a portfolio deathTake The Interview was a portfolio company of ours that ultimately failed. Below I share our learnings.3d ago3d ago
Sammy AbdullahSaaS team building advice with Bob MarshEarlier this year we had the opportunity to speak with Bob Marsh about B2B SaaS sales. He’s spent his career in SaaS sales and is currently…4d ago4d ago
Sammy AbdullahScaling cash efficiently in SaaSRight now there is an extreme focus on profitability in SaaS, but perhaps we’re overdoing it. The real focus should be on cash efficient…Sep 26Sep 26
Sammy AbdullahMeasuring and growing SaaS cohortsBefore we get into the meat of this post, first, a quick refresher: a cohort is a group of customers acquired at a particular time; for…Sep 25Sep 25
Sammy AbdullahQ2 SaaS Payback Period at 64 Public Co’sPayback period is how long it takes a SaaS company to fully recoup the total burn spent to generate net new ARR. It’s fully loaded (total…Sep 24Sep 24
Sammy AbdullahQ2 2024 YOY SaaS growth of 64 co’sSaaS growth has stabilized. Each quarter we look at the YOY revenue growth of every SaaS company that has IPO’d since October 2017. 64 of…Sep 23Sep 23
Sammy AbdullahQ2 SaaS net dollar retention dataHow is net dollar retention trending in SaaS? The data shows it has stabilized at ~112%. Below is the net dollar retention of every SaaS…Sep 19Sep 19
Sammy AbdullahQ2 SaaS margins and operating losses improveSaaS companies continue to burn less cash. Every quarter we look at the operating income and margin of every SaaS company that has IPO’d…Sep 181Sep 181
Sammy AbdullahQ2 SaaS Cash Efficiency MetricsEvery quarter we look at the ‘cash efficiency’ of SaaS companies that have IPO’d since October 2017. The definition of cash efficiency is…Sep 16Sep 16
Sammy AbdullahRule of 40 in Q2The Rule of 40 is a very popular concept at the moment. We hear founders citing it with more frequency, doing whatever they can to generate…Sep 12Sep 12
