Molly Alter
15 statements across 1 episodes · 9 bullish · 1 bearish · 1 people on the record · first statement Aug 3, 2022 by Molly Alter · across every show →
On the record as a speaker too: Molly Alter's record, appearances and statements → this page counts the times other people say the name.
Everything said about Molly Alter, oldest first
Aug 3, 2022 neutral
Alter: High NDR with low GDR signals selective product-market fit
“What that tells an investor is that some of your customers are doing exceptionally well with your software. They're upselling in a massive way. But others are not having product market fit at all, and they're falling off. This is really good to know. It's a pr…”
Aug 3, 2022 positive
Alter: $30k ACVs Are Not a Valley of Death for SaaS
“There's a common misconception that thirty-k ACVs are the valley of death, and that no big businesses have been built with thirty-k ACVs. I think this is absolutely wrong, and we have plenty of examples now. Avalara, or even like One Trust being examples.”
Aug 3, 2022 positive
Aug 3, 2022 positive
Alter: A 1:1 ratio of net new ARR to burn is excellent
“And I think one of the most interesting metrics to track with burn is just your net new ARR divided by your burn. And some people do it the other way around. They do your burn over your net new ARR. Generally speaking, around one is considered very good.”
Aug 3, 2022
Alter: Index Ventures advises portfolio companies to maintain 24 months of runway
“So we've adjusted at Index our own guidance around this to extend runway as much as possible, ideally to 24 months, which should give everyone enough time to ride out different market fluctuations and continue to grow and optimize other metrics as well.”
Aug 3, 2022 positive
Alter: Combining gross dollar and logo retention is criminally underrated
“Having these two together is absolutely crucial, in my opinion, and it's criminally underrated. You would be really surprised how few people ever cite this metric when I think it's one of the key underlying drivers of business health.”
Aug 3, 2022 positive
Aug 3, 2022 positive
Alter: Granular command of imperfect metrics positions founders well to fundraise
“What the big takeaway from this presentation should be is that it's not just the metrics themselves that matter, but it's your command and your control of these metrics that will make a big difference. And it's pretty empowering because nobody will have perfec…”
Aug 3, 2022 neutral
Alter: Index passed on a $10M ARR startup lacking metrics clarity
“The business was ten million in ARR, they were tripling year on year, they had a 150% net dollar retention, 95% gross dollar retention, And they were burning the same amount that they were adding in net new ARR during that year. We ended up passing on the busi…”
Aug 3, 2022 positive
Aug 3, 2022 negative
Aug 3, 2022
Aug 3, 2022 positive
Aug 3, 2022 positive
Aug 3, 2022 neutral
Alter: Show cohort retention only after major timestamped product changes
“For enterprise software businesses, I recommend that you show cohort retention, cohort based retention, if you've had time stamped changes. So for instance, let's say you made a big change to your product in September of 2020, and after that change, you've see…”