cashflow
also referred to as: cash flow
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 8, 2024 by Aaron Levie · across every show →
Everything said about cashflow, oldest first
Feb 8, 2024
Levie: Software firms with 90% retention cannot reach high-margin cash flow
“One has a 90% retention rate or something.
which means that sales and marketing is required forever to refuel the customer base because of the churn rate of that product.
And it means you'll never actually converge on, you'll never actually converge on, on ca…”
Feb 8, 2024 positive
Levie: Deal desk and collections functions are trajectory-defining for cash flow
“There are some of these functions that are so high leverage that if you just nail it you know, the deal desk legal team who's, who's negotiating the contract terms. I mean, these things are like, they literally are trajectory defining in your cashflow.”