Research
Private Market Comps Are Kind of Useless
January 24, 2024
Bankers like to talk about their private data on comparable sale valuations. Honestly, it’s not that helpful. Here is a better way to approach valuation.
Efficient Growth is All the Rage, But What are the Trade-offs?
January 24, 2024
If your business is burning capital, it is imperative to track its value creation against the dilution required to fund it.
Growth is Stabilizing
November 29, 2023
SaaS growth rates are stabilizing toward the end of 2023, but not all segments are performing well.
What Can We Learn From the Wave of Go-privates
November 17, 2023
Sixteen public SaaS companies have been taken private in the last two years. What can we learn from the PE firms that took them private?
SaaS Segmentation
October 30, 2023
The segmentation was created as a way to categorize all public SaaS companies across their primary use cases and will evolve over time.
Pick a Lane
October 25, 2023
It’s time to pick a lane — growth or profit. Below is a framework to think through your path forward.