We recently got Software Equity Group’s SaaS M&A Snapshot for Q3 2019. SEG is an investment bank focused SaaS companies and they put out fantastic data on what they’re seeing in the market. Key observations from their latest report are……
Read MoreSaaS multiples are higher than they’ve been since we’ve tracked the data (Q4 2014): of the 79 SaaS companies we follow, the average public SaaS business is trading at 11.6x revenue while the median is 8.8x. Interestingly, the gap between……
Read MoreThere are many ways to measure SaaS sales & marketing efficiency. One of the simplest is to look at revenue booked over a given time period divided by sales & marketing spend during the period (New Rev/S&M). While the sales……
Read MorePeloton’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……
Read MoreYou probably won’t be a success from day 1. You’re going to struggle and may even come close to failure (more than once). The good news: there are plenty of examples of companies that had setbacks and bumps along the……
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