SaaS multiples

4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jul 21, 2022 by Scott Wingo · across every show →

Everything said about SaaS multiples, oldest first

Jul 21, 2022 neutral

Disclosure

Scott Wingo: Spiffy raises at 50% to 60% of SaaS valuation multiples

“We're SaaS-like but we should, you know, we don't earn SaaS multiples. So, so we've been getting, you know, kind of like around a little, around half to 60% of SaaS multiples, which I'm okay with because I've been in the other situation where, you know you hav…”

Scott Wingo Jul 21, 2022 ▶ 18:32 Spiffy Hits $50m Revenue Cleaning Cars with automated software stack and 280 vehicle cleaning fleet

Feb 9, 2023 bullish

Prediction Not checkable as stated

Haaland predicts SaaS valuation multiples will return to 8x-9x

“In this market, you would be insane not to honestly. So yeah, I do think we're going to bounce back to that level. Hopefully not in a too far distant future.”

Sindre Haaland Feb 9, 2023 ▶ 11:53 How He Hit $8m Revenue By Losing Customers Last 12 months, and doubling ARPU

May 4, 2023 neutral

Assertion Partly supported

Donovan: SaaS multiples had no statistical link to margins or CAC pre-2022

“What is kind of surprising is during that period, there was no statistical relationship between your multiple and your margin, your gross margin, or your CAC, your sales and marketing efficiency.”

Jeremey Donovan May 4, 2023 ▶ 9:28 How We Help ScaleUps Measure Efficient Growth

May 4, 2023 bearish

Assertion Partly supported

Donovan: Median SaaS multiples fell two-thirds from 15x to 5x

“We were at the 15 X or so back a year ago. We're now down to, you know, five, five X, right? So we're off basically two thirds of SAS multiples.”

Jeremey Donovan May 4, 2023 ▶ 2:51 How We Help ScaleUps Measure Efficient Growth

SaaS multiples

Everything said about SaaS multiples, oldest first

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