Strategic Investors are not ImportantFounders often look for “Strategic Investors” and corporate VC. The view is these investors provide not only capital, but also guidance on…8h ago8h ago
Q3 2025 State of the Cloud & SoftwareWe closely watch cloud revenues of Amazon, Microsoft, and Google to gauge the direction of the cloud, which we believe can be a tailwind…2d ago2d ago
Learnings from Yahoo’s HistoryNicholas Carlson wrote a fantastic book about Yahoo entitled “Marissa Mayer and The Fight to Save Yahoo.” Below I have paraphrased what I…3d agoA response icon13d agoA response icon1
Public SaaS has an ACV of ~$55kAverage Contract Value is an important metric in SaaS. If it’s trending up and to the right, it’s a sign that customers are upgrading more…Oct 30Oct 30
The 13 Commandments of Great Customer SuccessWe’ve had the good fortune of learning from and investing in SaaS businesses with excellent customer retention and upsells. Below are some…Oct 29Oct 29
CEO Requirements from Growth Equity InvestorsWe got a hold of an investor letter from one of New York’s major late stage venture funds. The letter shared insights into what the fund…Oct 28Oct 28
SaaS M&A Volumes at a RecordSoftware Equity Group is an investment bank that puts out research on SaaS markets. They recently released their Q3 report. A summary is…Oct 27Oct 27
De-risking the VP of Sales HireOne of the CEO’s in our portfolio is hiring a VP of Sales. It’s obviously a critically important hire, and getting it wrong is very…Oct 23Oct 23
Controlling SaaS Churn and NDR DataGross dollar churn is important, but in our view net dollar dollar retention is the critical figure to watch. For those on annual…Oct 22Oct 22
8 Considerations When Hiring B2B Account ExecutivesRecently I re-read “Hire Right, Higher Profits” by Lee Salz which focuses primarily on enterprise sales rep hiring. Below are some of the…Oct 21Oct 21
