The Overlooked 10%: How Non-Recurring Revenue Drives SaaS SuccessWhile the value of any SaaS business is derived from recurring revenue (ARR), do not forsake non-recurring revenue streams. There are a few…21h ago21h ago
How One SaaS Company Nails CS, Sales, and PricingWe recently met with a SaaS business that, in our view, is operating with best-in-class discipline. Below are some notes from that meeting…3d ago3d ago
SaaS R&D Spending: What 144 IPOs Tell UsWhat is an appropriate level of development or R&D expense for a successful SaaS business? We looked at 144 SaaS IPOs at the time of IPO…4d ago4d ago
Strategic Investors: Nice to Have, Not Need to HaveStrategic investors, defined as corporations that make venture investments, can be a valuable source of capital but are they critical? No…5d ago5d ago
Tech founder ownership at 207 co’sThe list below shows founder or CEO ownership of 207 tech companies at IPO. The median level of founder ownership shown is 15% while the…6d ago6d ago
SaaS Founder Ownership of 124 Public Co’sThe founders of Jfrog owned 24% of the business at IPO. Viant’s founders owned 93% and Datto’s founder owned 15%. Braze’s founders owned…Jun 5A response icon1Jun 5A response icon1
How to Write a Startup Newsletter VCs Actually ReadVenture capitalists receive lots of newsletters. Some are excellent. Many get deleted after three seconds. If you’re going to send updates…Jun 4A response icon1Jun 4A response icon1
VC Ownership in 206 IPO’sWhen tech companies exit by going public, how much of the company is owned by venture investors at that point? We looked at 206 tech IPO’s…Jun 3Jun 3
Cash Efficiency of the last 79 SaaS IPO’sCash efficiency is one of the most important metrics in SaaS. Since the revenue at SaaS companies is largely recurring, we measure it as…Jun 2Jun 2
Why a Majority Recap Might Be Smarter Than a Series BFounders are often told there’s a “right” path: raise seed, then Series A, then Series B… and keep going until IPO or acquisition. But that…May 30May 30