Cracking the Code

MARCH 10, 2008

I found this approach interesting, but it seems to me that gross margin is a more relevant benchmark than revenues, given that the GM of saas companies varies by type of application and size of the company (for example NetSuite went from about 50% GM three years ago to close to 70% today).

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Sales Software Review Marketing Technical Review 79

Cracking the Code

MAY 25, 2010

A few highlights from the different keynotes and speakers On top of Jason, we also had the chance of having many great speakers at the event and here are a few quotes and notes that I have taken during the different keynotes and panels: Joe Payne, CEO of Eloqua moderated the panel on Revenue Performance Management. ► 2006. (7).

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Software Review Cloud IPO Jordan 74

Cracking the Code

NOVEMBER 13, 2008

The fact that SaaS valuations are being more affected by the downturn than the Nasdaq can be surprising given the supposed resiliency of the SaaS model (recurring revenues) but it translates the public investors belief that SMB software spend is going to be hit very hard by this recession. With this decline, the average EV/08 rev. Newer Post.

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Software Review Technical Review Valuation Portfolio 48

Cracking the Code

JULY 6, 2007

I was surprised today when I went through the NetSuite IPO filling (S1) to see that it looked very much like any Enterprise software document - not a single mention of churn or % of recurring revenues. The reason for this difference, from an investor perspective, is that the SaaS model provides far clearer visibility into future revenues.

Software Review 66

Software Review Metrics Valuation Technical Review 66

mashable.com

NOVEMBER 3, 2010

In 2006, Kapor founded Foxmarks, a popular Firefox Firefox add-on later renamed Xmarks Xmarks. He goes on to add, “Having revenue is even better, though not applicable to every startup … Passion, skill, vision and maturity really matter.&# Kapor is the original designer of Lotus 1-2-3 and former CEO of Lotus Development.

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Angel Investor Startup San Francisco Social Media 80

Cracking the Code

JANUARY 28, 2008

This represents an outstanding 2,298% growth vs. 2006 (this type of growth seems big but you get used to it when reading business plans is you day job). Popular Media: the key to viral marketing. ► 2006. (7). Yahoo Finance. Happy New Year to you, Cracking-the-code reader! Global warming: a plague for humanity?

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Software Review Technical Review Los Angeles Europe 48

Cracking the Code

FEBRUARY 25, 2008

As I was building the spreadsheet, I also included the revenue multiples for this set of companies, both for the trailing 12-month (TTM) and the forward 12-month (FTM). Popular Media: the key to viral marketing. ► 2006. (7). Yahoo Finance. The Index reference point starts on January 1st 2008 at 19,187.81 Raj Kapoor.

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Software Review Technical Review Europe Venture Capital 48

Cracking the Code

JANUARY 22, 2009

While it may make sense to offer very slight adjustments for favorable payment terms and one time revenue, net additions to MRR should dominate the sales rep’s thoughts. 1 of MRR generates $12 of annual revenue, so $1 commission equals 1/12=8.3% of Year One Revenue Sounds high, but is that considered a reasonable package?

Software Review 91

Software Review Clawback Sales Salary 91

Cracking the Code

DECEMBER 16, 2006

Saturday, December 16, 2006. however, public SaaS companies like Concur, Saba, Taleo, LivePerson and Ultimate are growing 50-100% per year and trading at an average 5x trailing revenue multiples (I excluded salesforce leading the pack with 9x!) Popular Media: the key to viral marketing. ▼ 2006. (7). Yahoo Finance.

Software Review 48

Software Review Silicon Valley Technical Review Software 48

Cracking the Code

SEPTEMBER 2, 2008

The Deutsche Bank report has a very interesting chart on the topic presenting the Free Cash Flow margins vs. the revenue growth four years post IPO for select software leaders: As you can see, with 20% Free Cash Flow margin and a 50% growth rate, Salesforce is well positioned in the pack! Popular Media: the key to viral marketing.

Software Review 48

Software Review Software Technical Review Cloud 48

Cracking the Code

OCTOBER 10, 2008

Be prepared to cross the desert - SaaS requires R&D and sales expense up front for a multi-year stream of revenue, so it demands enough investment capital to fund 4+ years of runway. Farming is also often overlooked, but can help grow customer accounts and revenues from 30% upwards (if successful). Great list! Philippe Botteri.

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Software Review North America Europe Metrics 48

Cracking the Code

FEBRUARY 4, 2008

T he response rate has been overwhelming and we ended up with 40+ companies and 80+ attendees, most of them CEOs and CxOs of leading public and private saas companies representing around 80% of the revenues of the SaaS industry in 2007. Your key business metrics are CMRR (Contracted Monthly Recurring Revenue) and cash. ► 2006. (7).

Software Review 48

Software Review South Korea IPO Portfolio 48

ConversionXL

DECEMBER 9, 2013

In a separate study done by viral content agency Fractl , they showed participants 30 of the top 100 images on Reddit, asking them to look at the image, then to the corresponding emotion on Robert Plutchik’s Wheel Of Emotion. image sources. If nobody is comfortable enough to talk about the problem, how can the problem be fixed?

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Sales B2B Campaign Video 126