Sammy Abdullah·1h agoWhat we learned about SaaS from Figma’s IPOFigma had a successful IPO, and the prospectus from their IPO has a lot we can learn about running a SaaS company. Learnings about their…
Sammy Abdullah·2d agoWriting a better newsletter to investorsVenture Investors receive lots of newsletters. Some are excellent. Many get deleted. If you’re going to send updates to investors, here’s…
Sammy Abdullah·4d agoPayback Period on SaaS Spend is Only 8 MonthsPayback period is how long it takes a SaaS company to fully recoup the total operating loss spent to generate net new ARR. The formula is 1…A response icon2A response icon2
Sammy Abdullah·5d agoSaaS Co’s Accelerated YOY Growth in Q1 to 22%Each quarter we look at the YOY revenue growth of every SaaS company that has IPO’d since October 2017. The data is below and shows growth…
Sammy Abdullah·6d agoQ1 2026 SaaS Operating Loss Steadies at -4%In Q1 2026, SaaS operating margins on median were -4%, and have settled there over the past few quarters. The data is below.
Sammy Abdullah·Jul 13The Cash Efficiency at which SaaS Companies Generate Revenue is ExcellentBelow is the quarterly ‘cash efficiency’ of SaaS companies that have IPO’d since October 2017. The definition of cash efficiency is net new…
Sammy Abdullah·Jul 10Rule of 40 in SaaS is more like Rule of 18Below is the Rule of 40 data for every SaaS company that has IPO’d since October 2017, of which 44 are still public and not distressed.A response icon2A response icon2
Sammy Abdullah·Jul 9Q1 2026 Net Dollar Retention Stable at 110%Below is the Q1 2026 net dollar retention of every SaaS company that has IPO’d since October 2017. 44 of the companies are still public and…
Sammy Abdullah·Jul 8Q1 2026 SaaS Data shows improving profitability and steady growthWe track every SaaS company that has gone public since Q4 2017. The 45 that remain publicly traded and are not distressed have released…
Sammy Abdullah·Jul 7It’s Not Just AI: What’s Really Driving the Highest SaaS Multiples in Q2 2026Every quarter we look at the revenue multiples of publicly traded SaaS companies. One analysis we’ve started doing is to look at the 10…
