burn multiple

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 26, 2022 by David Sacks · across every show →

Everything said about burn multiple, oldest first

Mar 26, 2022
Insight
Sacks: A startup burn multiple above 3 is bad
“If you can spend a dollar or less to generate an Incremental dollar of ARR. You're doing amazing. And between one and two is good. So in other words, if you're burning twenty million in a year to add an incremental ten million of ARR, you're doing quite well i…”
David Sacks Mar 26, 2022 ▶ 41:39 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Feb 24, 2023 neutral
Insight
Sacks advises founders to keep 2023 burn multiples strictly below two
“I warn founders going into this year do not have a burn multiple greater than two because there's just so many headwinds right now that what happens is if you end up missing your revenue forecast, your burn multiple is going to look terrible. It could shoot up…”
David Sacks Feb 24, 2023 ▶ 26:23 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
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