SAS Multiples

topic on 2 shows · 2 statements across 2 episodes

Capital Allocators 20VC

2 statements about SAS Multiples, every show

CAPITAL ALLOCATORS Assertion Supported

Grefenstette: SaaS valuation multiples have dropped 50% since the 2021 peak

“The SAS multiples have gone down by 50% since they were last priced in a price round.”

Ed Grefenstette Feb 23, 2026 ▶ 27:11 Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)

20VC Assertion Partly supported

Zeev: SaaS multiples are at 10 to 12 year lows

“SAS multiples, for example, are lower than they've been in the past 1012 years.”

Oren Zeev Feb 2, 2026 ▶ 6:00 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy

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