Jesse Ouellette
Drift vs Intercom - Who Is Winning the Race?
4 Vital Signs of SaaS
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
Top Ways Freemium or Bottoms-up SaaS Companies Spend Money
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
What Was In Amplitude's S1?
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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