November 13, 2018


This post is written to crystallize my own thoughts, and isn't particularly groundbreaking. I have no particular experience in product management and appreciate thoughts/insights from anyone who does. 

A concept that comes to mind for me quite a bit when evaluating ear...

November 5, 2018

Over the weekend I built out a simple financial model for Qualtrics to see how it measures up to other public software companies. Here are the quick takeaways:

1) It has a great product, but Qualtrics is a sales and marketing machine foremost. Based on the company's tra...

November 2, 2018

VC life can get pretty busy, and for much of 2018 I fell behind at keeping my SaaS company models up to date. As market conditions have changed, I've gotten a bunch of requests for an update- where do multiples sit? Are SaaS companies overvalued or undervalued? Tough q...

February 24, 2018

2018's tech IPO market is off with a bang. Dropbox, one of a handful of decacorns (private companies valued at $10bn or more), has filed its S-1 with detailed financials, giving a much clearer picture of the company's financial history and outlook. I've gone through Dr...

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