B2B SaaS

“Typically what I saw with my last B to B sale company as well was, you know, anywhere between 50 to 70% early on goes into sales and marketing for high growth.”

“Well, I challenge you to go find any publicly traded B to B SAS company that's done very, very well that has as their highest price point, a hundred bucks per month. You won't find any.”

“If you've got a product, that's a true B to B sale that takes a salesperson and you're moving things with, you know, commission based You know, that deal size is, is tough.”

“Fortunately, in the B to B space, which is where I focus, we don't see that half as much, and it's much more important than to have a rational strategy for customer acquisition. So we haven't yet seen SoftBank enter into the B to B space and do a kingmaker str…”

“Fundamentally, what I realized pretty quickly is that things have changed very much the last 10 years, like certainly even potentially the last five years, in that, so back in, you know, nine, 2010, if you had a, say, a 1,000,002 million ARR B to B SaaS compan…”

“EPC earnings per click used to be only something you would see on like warrior forum. These like very deep, like websites for like affiliate marketers, but it's creeping into B to B and B to B SaaS exclusively.”

“Our investing thesis today is that we locate by operate and grow B to B SAS businesses that are producing between a million and a half and seven million EBITDA at time of acquisition. We trade on a multiple of EBITDA and we we're looking at four and a half to …”

“B to B SaaS. We are looking to change. We're looking to expand our business model from being B to B SaaS to being a SaaS enabled marketplace for product sampling”

“We say 20, the more the merrier, but in an ideal world, you at least have a 20 grand ACV.”

“Similarly, if you're, like, a SaaS business that's selling B to B, obviously, in that case, it usually follows much more of, like, a work week kind of pattern. And so if people are using your product more than four days a week, like, how many percentage of you…”

“When you look at it from a B to B perspective this trend also continues mostly in the form of churn. So this chart's a little busy, but basically churn is up a whole point and a half relative to two and a half years ago.”