SaaS valuation multiples

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 6, 2022 by Doug Pepper · across every show →

Everything said about SaaS valuation multiples, oldest first

May 6, 2022 bullish
Prediction Didn’t hold up
Pepper: SaaS Multiples Will Settle Higher Than May 2022 Levels Within 24 Months
“I happen to be one of the bulls and I'm not calling the bottom. That's not our job to pick the bottom, but my guess is that we do settle out at multiples higher than today over the next. 24 months. And we get back to that being normal as opposed to normal bein…”
Doug Pepper May 6, 2022 ▶ 12:10 Doug Pepper, GP at Iconiq + Jason Lemkin of SaaStr: "Where Venture Is Right Now"
Oct 3, 2023 bearish
Prediction Not checkable as stated
Lemkin: SaaS Multiples Will Not Return to 20x to 40x ARR
“We are not going back to 20 X, 40 X error. In fact, they're a little bit worse than they were four or five or six months ago.”
Jason Lemkin Oct 3, 2023 ▶ 18:27 2024 SaaS Landscape: Why 2024 Could be Pretty Darn Good for SaaS IPOs with SaaStr CEO Jason Lemkin
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.