Net dollar retention is the most important metric in SaaS. We find that companies with great net dollar retention (100%+) grow quickly and are more cash efficient than those with mediocre or poor net dollar retention. They’re also far more……
Read MoreRecently, Sprout Social, which provides software for managing social media, went public. Their prospectus highlighted a number of trends in social that directly impact businesses. We thought those trends were important, so we share them below verbatim. We have invested……
Read MoreDoes the Sales & Marketing function at big software companies scale? The data says no. We looked at new revenue divided by sales and marketing spend of SaaS companies at the time they went public. We then compared that figure……
Read MoreI met with a banker yesterday and got his take on the state of the software M&A market. The banker’s observations on the state of the SaaS M&A market are as follows: Private equity is leading the way. Most deals this……
Read MoreWe looked at how long it took 167 publicly traded tech companies to exit. Specifically, we used their S1’s — a securities filing a company makes before IPO — to find out the year each company was founded and compared it to the last……
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