Both Sides of the Table

APRIL 21, 2020

B2C Companies We talked about how some companies saw an immediate decline in purchasing (for example if you’re in travel or hospitality). Biggest Advice I Give to Portfolio Founders? I spoke about that more in this deck that I wrote for the SaaStr conference in early March 2020. Burn through your cash quickly at your peril.

Marketing 263

Marketing Valuation Churn Rate Balance Sheet 263

View from Seed

NOVEMBER 7, 2019

On paper, VC portfolios perform well. Roughly 18-24 months ago, people started to revisit the question of unit economics… what is the underlying profitability of a B2C transaction or a B2B SaaS contract once all the appropriate costs are factored in. 2020 and Beyond? 2017-2018: Rediscovery of Unit Economics.

IPO 202

IPO Early Stage Cofounder B2C 202

Agile VC

NOVEMBER 7, 2019

On paper, VC portfolios perform well. Roughly 18-24 months ago, people started to revisit the question of unit economics… what is the underlying profitability of a B2C transaction or a B2B SaaS contract once all the appropriate costs are factored in. 2020 and Beyond? 2017-2018: Rediscovery of Unit Economics.

IPO 100

IPO Early Stage Cofounder B2C 100