Prediction Partly held up AI assessment confidence: 85% certainty 3/5 debate potential 2/5

Sim: Software net dollar retention will normalize to 110% to 115%

Ed Sim · Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings · Jan 10, 2024 · at 1:03:33

Ed Sim, founder and General Partner at Boldstart Ventures, forecasts retention recovery metrics for SaaS companies.

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“From there, you know, this new cohort of customers, I think that retention is going to get back to a place where it's more like one, 10. So that can be one, 31, 40, but maybe healthy numbers like one, 10, one, 15.”

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