Financials
2025
2024
- The Post Election Surge is Unevenly Distributed Nov 11
- Why Lifetime Value is Relevant Again in Software Oct 15
- Where is the Budget for AI Coming From? Oct 01
- Is the Software Market in Trouble? Jun 02
- Are AI Companies Valued Differently Than Non-AI Companies? May 13
- When 1% Market Share Shifts Represent $5b of Market Cap Apr 26
- Are Software Companies Good Businesses? Apr 22
- AI SaaS Companies Will Be More Profitable Mar 21
- The First $100m ARR AI Security Company Feb 21
- The Fastest Growing Software Sectors in 2024 Jan 29
- AI Drove the Largest New Bookings of Any New Product Jan 26
2023
- The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends Nov 13
- Only The Dogged Thrive : More Good News in Startupland Nov 07
- Cisco & Splunk Continue the Trend of SaaS Take Privates Sep 21
- Building a Generational Business Databrick by Databrick Sep 17
- Signs We've Touched the Bottom Jul 26
- How Markets Value Software Companies in 2023 Jul 05
- How Much More Efficient Should a SaaS Startup Be When Using AI? Jun 02
- When Will SaaS Budgets Increase Again? May 26
- The Publicly Traded Company Worth 250x More in 10 Years May 25
- Microsoft's Billion Dollar AI Business Apr 26
- Economics in the Sometimes Strange World of Web3 Apr 09
- The Change in Burn Multiple for Startups in 2023 Apr 03
- Which Customer Segments are Healthiest During the Downturn? Feb 21
- A Flare Across the Clouds : Cloudflare's Earnings Report Feb 14
2022
- What the $6B Coupa Acquisition Means for Software Startups Dec 12
- Losing a Month of Runway to Inflation Nov 06
- Sales Efficiency through Covid : Reading the Tea Leaves for Startups Oct 30
- Would You Leave the Cloud to Improve Sales Efficiency by 11%? Oct 23
- How Much Should You Expect Your Startup to Slow in 2022? About 21%. Jul 29
- Defending a Startups Greatest Asset through Recession & Recovery Jun 22
- Office Hours with Lee Kirkpatrick, former Twilio CFO on Managing through Turbulence Jun 14
- So You Want to Improve Your Sales Efficiency May 18
- Cash Flow Shockwaves May 05
- Will Your Startup Borrow More in 2022? Feb 14
- The New Discipline Web3 Software Companies Must Develop Feb 09
2021
- Crypto Companies Insider Ownership is Approaching that of Classic Startups Oct 03
- How Will We Value a Crypto Token? Sep 06
- How Much Should You Bet To Maximize Your Investments, or Your Company's Odds of Success? Feb 16
- A Common and Critical Mistake When Forecasting Next Year's Bookings Feb 01
- The Five Flavors of ARR - New Definition, Same Great Multiple Jan 27
- The Missing Insight Around Software Multiples for Valuing Companies Jan 11
2020
- The Mispricing of Software Companies Oct 05
- How to Predict the Forward Multiple of a Software Company Sep 22
- Why is the Stock Market Only Down 15%? May 11
- Why Margin Matters Now in Startupland Apr 12
- Six Startup Disciplines for Challenging Times Mar 20
- Estimating the Impact of the Coronavirus on Growth Mar 16
- The Impact of the Coronavirus on Software Valuation Multiples Mar 02
- One of the Most Frequent Errors in Sales Planning and Forecasting Feb 17
2019
- What a Valuation Implies About a Business May 06
- Viewing Valuation as a Discount of Future Value Apr 04
- Do SaaS Startups Still Require Less Capital than 10 Years Ago? Apr 02
- A Common Mistake in Hiring Plans Feb 08
- Why Share Repurchases Create Large Opportunity Costs for Early Stage Startups Jan 07
2018
- A New Way to Calculate a SaaS Company's Efficiency Dec 01
- Timing Cashflows of Your Sales Commissions and Your Customers Jul 15
- The Importance of Time Value of Money for Startups Apr 01
- The ROI of Cash Burn for SaaS Startups Feb 20
- Startup Best Practices 27 - How to Use Options to Retain Key Employees in Your Startup Feb 16
2017
- The False Confidence of the LTV/CAC Ratio for Early Stage SaaS Startups Nov 09
- The Implication of Secular Increases in SaaS CAC Nov 01
- Important Changes in Revenue and Profitability Definitions for SaaS Companies Oct 29
- How Much Should A SaaS Startup Invest in Sales & Marketing? Sep 17
- The Theory and Data Underpinning Sales Commission Plans Sep 04
- Why Cash Conversion Cycle Matters for Your Startup Aug 15
- The $100M ARR Customer Jan 17
2016
- When to Increase Your SaaS Startup's Burn Dec 16
- The Important SaaS Accounting Changes Coming in 2017 Nov 30
- How Should You Allocate Your Startup's OpEx between Sales and Engineering? Nov 17
- How Should I Think About My SaaS Startup's Burn Rate Sep 09
- The Increasing Costs of Real Estate for Startups in San Francisco Jul 13
- SaaS Companies Are Changing their Growth Strategies May 09
- Land, Expand, Retain Apr 29
- Startup Best Practices 22 - Using Scenario Planning for Strategic Decisions Mar 22
- Not All Revenue Dollars Are Created Equal Feb 28
- Venture Debt for SaaS Startups Feb 15
- The Other Payback Period that Matters in SaaS Feb 12
- 3 Questions for Startups to Answer for Themselves in a Volatile Fundraising Environment Jan 21
2015
- How Much Cash Should Your SaaS Startup Burn? Nov 12
- What is the Optimal Quick Ratio for Your SaaS Startup? Nov 03
- The Importance of Payback Period for SaaS Startups Sep 21
- Take Your Startup to the Limit Jul 20
- How an $11B SaaS Company Measures Churn Jun 10
- The Risk Sales Discounts Impose to Startup Burn Rates May 26
- Which is a More Efficient Way to Build a SaaS Startup - Bottoms Up or Top Down? May 03
- How Important Is It For a SaaS Startup to be Profitable? Apr 27
- Measuring Bookings, MRR, Revenue and Cash for Your SaaS Startup Apr 23
- Modeling Your SaaS Startup's Revenue Growth Effectively Feb 25
- The Rising Costs of Scaling a Startup Feb 10
2014
- How Important are Professional Services to Your Startup? Nov 20
- How Fast Must a SaaS Startup Grow to Raise a Series A? Mar 17