March 10, 2017

In a previous post, I wrote about why investors in SaaS companies feel forced to use EV/Revenue to value them. With profits absent and a subscription revenue dynamic that makes near term profitability a poor indicator of long term success, it is little surprise that in...

March 10, 2017

As an investor in publicly traded SaaS companies, valuation was a primary concern. Again and again, I met with companies with "stories" that would make my counterparts covering other sectors drool: secular growth, legacy competition lacking the financial flexibility or...

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