SaaS
21 statements across 17 episodes · 14 bullish · 2 bearish · 14 people on the record · first statement Mar 21, 2022 by Kevin McArdle · across every show →
Everything said about SaaS, oldest first
Mar 21, 2022 negative
Mar 21, 2022 positive
May 31, 2022 positive
Successive stewardship will eventually create 100-year-old SaaS businesses
“There will be a time where you can look at a SaaS company and be like, that's a hundred year old SaaS business, and it's going to take, you know, a bunch of different people to kind of keep that going, and hopefully continue to add value to the community it se…”
Jun 13, 2022
Sep 7, 2022 positive
Sep 13, 2022
Keeley: Pricing power with low churn measures true customer value creation
“I would say pricing power. Like, not that we do it, but I think if you could double prices and see very low churn, I think that's, like, a meaningful measure of, like, how much value you're actually creating for your customer.”
Jun 20, 2023
Gazdecki: Non-Technical SaaS Buyers Should Hire Dev Agencies for Diligence and Maintenance
“If you're buying a complex SAS product and you don't have any engineers that are going to be staying my advice is to get an agency involved and see if they can understand it. Do the technical due diligence with you, and then from there, if there's a fifth, and…”
Jun 27, 2023 neutral
Skaalerud: Acquirers should expect to rewrite 20% to 40% of SaaS code
“Like I think our assumption is that, you know, call it on average, 20 to 40% of the product needs to be enhanced or rewritten in some way. But beyond that, you start to play a game around technical debt and it kind of changes your ability to move fast.”
Jun 27, 2023 negative
Skaalerud: Excessive revenue growth can be a red flag in SaaS acquisitions
“Growth is another one where too much growth is kind of punitive for us because it's like, you know, what are we supposed to do? If the business is already ripping, like that's what we do. So, and then it's also that raises some flags from a seller motive too. …”
Sep 26, 2023 bullish
Sep 26, 2023 positive
Jan 30, 2024 positive
Saturated Software Markets Are Not Winner-Take-All
“Even if a category is saturated with a lot of other competitors, like, you can still build a nice business from it. Like, I talk to a lot of entrepreneurs that's like, oh, someone's already doing this, and every time I'm like, just make it a little bit better,…”
Mar 12, 2024 positive
Jun 3, 2024 positive
Patel: Comparison, alternative, and review pages are core SaaS inbound channels
“I think for any SaaS business, like this is the lesson I learned is like comparison pages, alternative pages, review pages. Like if you have these three pages nailed out, And then I think you are getting your major like inbound channel is like right there.”
Jul 3, 2024 bullish
Levy-Garboua: SaaS Will Shift to a 'Record Label' Aggregator Model
“I think, I mean, I would say that one thing that I see, I believe, is that there will be more and more people that will have, that will be operating in multiple SaaS. Either SaaS that they've built, or SaaS that they've bought, or both, but, like, I, there is …”
May 13, 2025 positive
Lear: Early SaaS Founders Should Prioritize Paid Ads Over SEO
“In a software as a service model, I think a good idea might be just to try ad campaigns straight to the audience that is your dream audience that needs your product. So it doesn't hurt to put some budget into a nice landing page that address, exactly addresses…”
Aug 4, 2025 positive
SaaS startups provide higher retention for design agencies than one-off projects
“So I think that the startups that really stayed with us the longest and they're still clients you know, for the over, over a year now, they really need help on like iterative stuff. So if they're building like a SaaS you know, It's not just like a one-off thin…”
Oct 14, 2025 positive
Mitigate Lifetime SaaS Risks by Limiting Feature Upgrades to One Year
“One way to mitigate risk is to make sure that, you know, maybe it's a, maybe you create a specific tier for that lifetime plan, and maybe it covers it, you know, upgrades for a year, and then it's, you know, ongoing features, it separates it, so I think as lon…”
Oct 14, 2025 neutral
Lifetime Deals Drive Fast Revenue but Cause Heavy Support Burdens
“I think if it's kind of a make or break, or you want that really fast user base or revenue growth, then it's a really good lever to engage, but obviously it's not for everyone, and it doesn't always play out the way you want, and it can lead to, you know, mass…”
Nov 11, 2025 bullish
Tinsley: SaaS Is Undervalued Due to Market Overreaction to AI
“So right now, I think, is a great time to buy businesses, because I think that, generally, SaaS is undervalued in the marketplace, basically, because AI, SaaS multiples have swung too far to one side, and so there is a bit of a pricing inefficiency there”
Apr 21, 2026 positive
An AI SaaS for the door hinge industry generates nearly $200k MRR
“I have a business partner that I'm building another SaaS platform with, and he has a friend, they're doing almost 200,000 dollars MRR which is crazy. And they're spending heavy amount of money on, on marketing, but they're in the hinges, like door hinges space…”