The Driver of a High SaaS Multiple is Not Just AI Every quarter we look at the SaaS multiples of publicly traded companies. One analysis we’ve started doing is to look at the 10 companies…

The Driver of a High SaaS Multiple is Not Just AI medium.com/p/the-driver...

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The Last 52 SaaS Acquisitions Show 8.0x Median Multiple Alongside multiples of publicly traded SaaS companies, public SaaS acquisitions are the most relevant you can look at for deriving private…

The Last 52 SaaS Acquisitions Show 8.0x Median Multiple medium.com/p/the-last-5...

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Premium SaaS Multiples Vanished in Q1 2026 Every quarter we look at the SaaS multiples of publicly traded companies. One trend that really stands out to us: the number of companies…

Premium SaaS Multiples Vanished in Q1 2026 medium.com/p/premium-sa...

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Q1 2026 SaaS Multiples Show Growth is Far More Valuable than Profitability For SaaS companies, profitability has received a renewed focus, but we would caution against sacrificing too much growth to achieve it. The…

Q1 2026 SaaS Multiples Show Growth is Far More Valuable than Profitability medium.com/p/q1-2026-sa...

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Q1 2026 SaaS Multiples Were Brutal — here is the data SaaS multiples in Q1 plummeted. Of the 78 publicly traded SaaS companies we follow, the median multiple was 3.65x revenue while the average…

Q1 2026 SaaS Multiples Were Brutal — here is the data medium.com/p/q1-2026-sa...

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45 SaaS Earnings Calls Show AI will be a Driver of and is Dependent on SaaS We’re convinced the biggest beneficiaries of AI will be enterprise software companies. To understand exactly how AI is reshaping enterprise…

45 SaaS Earnings Calls Show AI will be a Driver of and is Dependent on SaaS medium.com/p/45-saas-ea...

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40 SaaS Earnings Calls show AI will be the biggest boon to the space We’re convinced the biggest beneficiaries of AI will be enterprise software companies. To understand exactly how AI is reshaping enterprise…

40 SaaS Earnings Calls show AI will be the biggest boon to the space medium.com/p/40-saas-ea...

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33 SaaS Earnings Calls that show the real impact of AI on SaaS We’re reviewing the earnings calls of 81 publicly traded SaaS companies to understand the impact AI is having on SaaS. Below we summarize…

33 SaaS Earnings Calls that show the real impact of AI on SaaS medium.com/p/33-saas-ea...

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The Impact of AI on 24 Publicly Traded SaaS Companies We’re reviewing the earnings calls of 81 publicly traded SaaS companies to understand the impact AI is having on SaaS. Below we summarize…

The Impact of AI on 24 Publicly Traded SaaS Companies medium.com/p/the-impact...

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18 SaaS Earnings Calls that Show the True Impact of AI on SaaS We’re reviewing the earnings calls of 81 publicly traded SaaS companies to understand the impact AI is having on SaaS. Below we summarize…

18 SaaS Earnings Calls that Show the True Impact of AI on SaaS medium.com/p/18-saas-ea...

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What Q4 Earnings Calls Reveal About AI’s Impact on Software — updated We’re reviewing the earnings calls of 81 publicly traded SaaS companies to understand the impact AI is having on SaaS. Below we summarize…

What Q4 Earnings Calls Reveal About AI’s Impact on Software — updated medium.com/p/what-q4-ea...

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What Q4 Earnings Calls Reveal About AI’s Impact on Enterprise Software We’re reviewing the earnings calls of 81 publicly traded SaaS companies to understand the impact AI is having on SaaS. Below we summarize…

What Q4 Earnings Calls Reveal About AI’s Impact on Enterprise Software medium.com/p/what-q4-ea...

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R&D Spend Data at 144 SaaS Co’s What is an appropriate level of development or R&D expense for a successful SaaS business? We looked at 144 SaaS IPOs at the time of IPO…

R&D Spend Data at 144 SaaS Co’s medium.com/p/r-d-spend-...

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Strategic Investors are Overrated Strategic investors, defined as corporations that make venture investments, can be a valuable source of capital but are they critical? No…

Strategic Investors are Overrated medium.com/p/strategic-...

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Tech Founder Ownership Data The list below shows founder or CEO ownership of 210 tech companies at IPO. The median level of founder ownership shown is 15% while the…

Tech Founder Ownership Data medium.com/p/tech-found...

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VC and Founder Ownership at IPO The founders of Jfrog owned 24% of the business at IPO. Viant’s founders owned 93% and Datto’s founder owned 15%. Braze’s founders owned…

VC and Founder Ownership at IPO medium.com/p/vc-and-fou...

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Softwaremultiples.com updates SaaS Multiples in Real Time medium.com/p/softwaremu...

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SaaS Multiples Are Up for Strong Growers SaaS multiples have cratered but one small positive trend has emerged: multiples for high-growth SaaS companies are actually moving up.

SaaS Multiples Are Up for Strong Growers medium.com/p/saas-multi...

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VC Ownership Data at Exit medium.com/p/vc-ownersh...

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Life as a Classic SaaS Investor in an AI World What’s it like being a classic B2B SaaS investor when the public market virtually overnight thinks your portfolio is worth ~30% less? It’s…

Life as a Classic SaaS Investor in an AI World medium.com/p/life-as-a-...
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Ask for 3 Year SaaS Contracts If you’re a SaaS business selling to enterprise, chances are good you’re selling 1 year contracts, paid up front, with auto-renewal subject…

Ask for 3 Year SaaS Contracts medium.com/p/ask-for-3-...

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Upselling the Right Way If you’re depending on your customer base to add users as a way to drive upsells, that’s not ideal. Here’s why:

Upselling the Right Way medium.com/p/upselling-...
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How SaaS Contribution Margin Works Bill.com, SumoLogic, and Confluent were public SaaS companies with excellent customer performance. In their prospectus’, each of these…

How SaaS Contribution Margin Works medium.com/p/how-saas-c...

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Run a smoother board meeting We’ve been a part of many board meetings. Below are some of the best practices that should be adopted for a smooth and productive meeting.

Run a smoother board meeting medium.com/p/run-a-smoo...

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What 35 SaaS Earnings Calls Say about Enterprise Customer Trends We follow 81 publicly traded SaaS compmb is anies, of which 35 have had their Q4 earnings calls. We went through those calls and pulled all…

I just published What 35 SaaS Earnings Calls Say about Enterprise Customer Trends medium.com/p/what-35-sa...

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What 35 Earnings Calls Say About the Health of Software We follow 81 publicly traded SaaS companies, of which 35 have had their Q4 earnings calls. We went through those calls and pulled all the…

What 35 Earnings Calls Say About the Health of Software medium.com/p/what-35-ea...
#b2b #saas #software #venturecapital #startup

What 35 Software Earnings Calls Say About AI We follow 81 publicly traded SaaS companies, of which 35 have had their Q4 earnings calls. We went through those calls and pulled all the…

What 35 Software Earnings Calls Say About AI medium.com/p/what-35-so...

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Median SaaS CEO Salary from 125 IPOs We’ve seen a wide range of CEO salaries in our portfolio, from as low as $35k annually to as much as $350k. While there is no dataset…

Median SaaS CEO Salary from 125 IPOs medium.com/p/median-saa...

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Growth at IPO/Exit runs ~40% How fast did the typical SaaS IPO grow prior to exit? We looked at the last 81 SaaS IPO’s going back to MongoDB’s IPO in October 2017. The…

Growth at IPO/Exit runs ~40% medium.com/p/growth-at-...

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Gross Dollar Retention Data from publicly traded SaaS Co’s While 134 SaaS companies disclosed net dollar retention at the time they went public, only 34 disclose gross dollar retention. That data is…

Gross Dollar Retention Data from publicly traded SaaS Co’s medium.com/p/gross-doll...

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