future free cash flow
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 14, 2025 by Savneet Singh · across every show →
Everything said about future free cash flow, oldest first
Jan 14, 2025 neutral
Singh: Investors Underwrite Future Free Cash Flow, Not ARR
“ARR is not a tool for fundraising. ARR is a tool because it's a future proxy of cash flow. The reason why ARR became a metric in software is that in hypergrowth for software, investors back in the day didn't understand that when you signed a deal that revenue …”