Both Sides of the Table

APRIL 21, 2020

We discussed why in Q4 you will see large renegotiations of SaaS contracts and increased churn rates. Nobody will be immune because in a bull market executives are paid to “innovate” so they sign software contracts and run projects. Optimize for a 1 not a 0 more than exact valuations now. Harry posed these questions.

Marketing 263

Marketing Valuation Churn Rate Balance Sheet 263

David Teten

DECEMBER 3, 2019

Some notable metrics are revenue growth rates, free cashflow, leverage ratios, historical financing amounts, returns on marketing spend, customer acquisition costs, lifetime value of customers, customer churn rates, and team social scores. Modano standardizes Excel models to improve comparability and reduce error rates.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

ReadWriteStart

AUGUST 26, 2022

He focuses on investments in fintech, the internet, and software. The beauty of software, in general, is that you have this concept of MVP. Building a business around software has always been different. That’s a valuation number and pricing number. The theme of this episode is how to scale unicorns. Welcome, David.

Partner 132

Partner Cofounder Retention Acquisition 132