SaaS multiples are higher than they’ve been since we’ve tracked the data (Q4 2014): of the 80 SaaS companies we follow, the average public SaaS business is trading at 11.98x revenue while the median is 9.49x. Interestingly, the gap between……
Read MoreOften we hear founders get excited about strategic investors — corporations making venture investments — because the founders think the strategic investor will assist with the product roadmap, become a customer, intro the company to new customers, add credibility, and potentially acquire the company……
Read MoreFor any B2C business, cohort performance is critical. A cohort is a set of customers acquired during a certain time period — for instance the January 2018 cohort is all customers acquired in January 2018. Key metrics in evaluating cohort performance include……
Read MoreBill.com recently went public. Their software automates complex back-office financial operations for small and midsize businesses (SMBs). One of the charts in their prospectus shows the major milestones in the company’s history. The chart is below. The thing that really……
Read MoreBill.com recently went public. Their software automates complex back-office financial operations for small and midsize businesses (SMBs). One of the charts in their prospectus shows the revenue growth and contribution margin of customers acquired in 2017; it’s a very nice……
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