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03.13.2020

The most entertaining book on SV

I read “Chaos Monkeys, Obscene Fortune and Random Failure in Silicon Valley.” The book is a 2015 vintage, but a lot of the lessons and take-aways are relevant today. It’s a great read that I would highly recommend; key excerpts……

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03.12.2020

Finding your churn floor

Peloton’s prospectus (known as an S1) is fantastic in that the company shares a lot of data about the business. One trend however, really jumped out at us: while user engagement is increasing dramatically, churn is not declining. Below is……

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03.11.2020

The acceptable level of SaaS operating loss

Profitability is not a requirement in SaaS. Of the 64 SaaS IPO’s below, 53 of them were not profitable at the time they went public (83%). Clearly a certain level of burn is ok so long as you’re growing, but……

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03.10.2020

No two startup stories are the same

Below we present the graphics of two startup stories: Casper and Zoominfo. Both companies went public, both are venture backed, and that’s where the similarities end. Casper is an ecommerce company that sells mattresses online. They IPO’d 6 years after……

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03.09.2020

Your ‘Break the Glass’ Plan

Sequoia put out a great post with their take on the coronavirus and suggestions for adapting to the oncoming business slowdown.  You can find it here.  I’ve spoken with quite a few of our founders as well; insights from our……

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