Research
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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.
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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.
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Growth is Stabilizing
November 29, 2023
SaaS growth rates are stabilizing toward the end of 2023, but not all segments are performing well.
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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?
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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.
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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.