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03.18.2020

SaaS performance during recessions

We took a look at the data from 15 publicly traded software companies during the recession. The data is below.   1. Growth fell 15% on median. During the first 4 quarters of the recession highlighted in yellow, YOY growth……

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03.16.2020

SaaS insights from a SaaS lender

If you haven’t subscribed to SaaS Capital’s emails, you should.  They put out fantastic data on the SaaS market.  The release below came from Managing Director Rob Belcher recently.  In it, he shares some observations from the past year.  The……

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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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