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Cracking The Code: SaaS Multiples: Recovery or Bubble?

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Wednesday, February 23, 2011. It would have been easy to explain the difference by changes in the 2010/2011 revenue growth projections but unfortunately that is not the case. internet. (6). ▼ 2011. (2).

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On Bubbles … And Why We’ll Be Just Fine

Both Sides of the Table

I’m no great scholar on bubbles – I have more interesting things to spend my time worrying about than the exact definition , but having been around a few I have at least given them intellectual consideration. The fact that today’s Internet bubble does not represent all companies does not disprove its existence.

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Cracking The Code: In search of Europe's next tech stars.

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Wednesday, August 03, 2011. Note: high CAC ratio means high productiviy (see blog post for definition). internet. (6). ▼ 2011. (2). Impact of the recession on SaaS Sales&Marketing pr.

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Cracking The Code: BlablaCar - Travel Revolution

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Labels: Europe Consumer , internet. Note: high CAC ratio means high productiviy (see blog post for definition). internet. (6). ► 2011. (2). Impact of the recession on SaaS Sales&Marketing pr.

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Cracking The Code: A Quick & Funny Summary of AdTech

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Note: high CAC ratio means high productiviy (see blog post for definition). internet. (6). ► 2011. (2). Impact of the recession on SaaS Sales&Marketing pr. Cracking The Code. at 5:29 PM.

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Cracking The Code: A funny perspective on Google innovation.

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Note: high CAC ratio means high productiviy (see blog post for definition). internet. (6). ► 2011. (2). Impact of the recession on SaaS Sales&Marketing pr. Cracking The Code. at 6:01 PM.

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Cracking The Code: State of the SaaS 13: Q1 2010 Sentiment

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. While the group sentiment for 2010 did not improve significantly vs. November 2009, the projections for 2011 are now a lot more optimistic - 42% higher 2011 aggregated EBITDA announced in March 2010 vs. the November 09!