SaaS company

“At least in the context of a SaaS company like ours that could work with any of these investors' portfolio companies, it's actually a very good business development approach as you are Working with these new, like, investors, winning this relationship, it's al…”

“So if you're an early stage SaaS company, you can't really hide if you're growing fast. People can check your LinkedIn headcount, see how fast you're hiring on the website, what type of people.”

“I think part of it also is a SaaS company is just fairly stable in the sense that nothing really goes that wrong, really, for us.”

“And like Amex is like, it does not know how to build software. It is an incredible company with an incredible brand and an incredible card and merchant product. But they're a far cry away from being a SaaS company.”

“Of the last 17 investments we made at Aleph, one was a SaaS company.”

“You know, I, I'm sad to admit that I'm invested in a SaaS business that is at seven million in ARR. And valued at 1.3 billion.”

“I'm not so read, well read on the public market. It would be a SaaS company. It would be like a SaaS company that has a per seat pricing where those, their ICP is going to be replaced by AI SaaS that just replaces the employees. So the seat, the number of seat…”

“If you can't cross sell the new AI product to existing customers who are trying to do the same thing just with an older technology, then the cross sell acquisition and cross sell story doesn't work. This is as good as it's going to get if you're an old school …”

“In companies that are growing at 20% and then suddenly slow down to eight or nine percent growth rate, if you've overpaid, it's kind of like overpaying for a real estate transaction. There's nothing you can do. There's no accelerant. There's no magic that's go…”