As you evaluate SaaS Companies it's critically important to understand the 4 Vital Signs of SaaS. VITAL SIGN #1: Growth: This is the most critical vital sign. Without growth and a lot of it in ARR you will not see the valuations. Companies earlier grow faster and it becomes harder
Quick visual for the SaaS Fans out there. This chart shows how the company has ran over the LTM (Last 12 months) as a % of Revenue Growth. Monday.com is one to look at. Take a look at this chart. Monday.com Spending on Paid Google AdsThey do not have
Financial Snapshot$129M LTM revenue (+53% YoY)$157M Annualized revenue run rate (+66% YoY)69% Gross margin(4%) FCF margin119% Dollar-based net retention rate18 months CAC payback periodwith a link Price (8/19/2021)3-Mo % Price Px.12-Mo % Price Px.Equity ValueEnterprise ValueEV / Implied ARREV / NTM RevenueGrowth Adj. EV / NTM
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