SaaS startup

“Once you hit what I call initial scale, when the business, it's usually around a million a month in recurring revenue, or maybe ten million a year, 800 K a month in recurring revenue. Once you hit that, you can't be killed in SaaS. You cannot die. You cannot b…”

“When you get caught in the middle, Somewhere between the 10 and a hundred K, you almost always end up on this slippery slope where your gross margins suck and you're upside down on your customer acquisition costs and the ultimate SAS model just doesn't work. A…”

“So the GovTech funds portfolio today is exclusively comprised of SaaS startups, software as a service startups that, for example, run a police department or manage foster care.”

“During the frothy times, you would see a sort of hot SaaS startup, the deal being priced at something like 20 times forward ARR, and now deals have returned to a slightly more normal 10 times ARR, which was the rule of thumb up to the last couple of years.”

“Maybe it's not even until after five or ten million where if you don't have capital, you can't all be Atlassian or Qualtrics. Or, and they fall behind competitively. And I think that's the trap of the fallacy of the lifestyle-esque business, right? Where media…”

“अमेरिका में CAC, दो तिहाई sales, और एक तिहाई marketing होगा, क्योंकि salesperson बहुत महेंगे होते हैं, अगर आप San Francisco में बैठे हैं, या उस मामले में London में भी”

“I absolutely think you can IPO in today's world at two hundred million, but you probably have to be growing north of 50 to 60%, and there's just not enough of those Candidates.”

“One of the big takeaways we've had is the need to be thinking about that second product much earlier than you would have thought. You don't want to wait till you hit.”