article thumbnail

On Bubbles … And Why We’ll Be Just Fine

Both Sides of the Table

In addition to FOMO it is partly driven by massive increase in valuations for earlier-stage companies who raised money at bit seed prices but who still have product risk. million pre-money valuation is now raising $1 million at a $12 million valuation the next investor has nowhere to go but up (or sit out the investment).

article thumbnail

Cracking The Code: SaaS Multiples: Recovery or Bubble?

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Impact of the recession on SaaS Sales&Marketing pr. Global warming: a plague for humanity? Global Warning! Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Cracking The Code: Global warming: a plague for humanity?

Cracking the Code

Global warming: a plague for humanity? After all, global warming might not be a bad thing for everyone. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Impact of the recession on SaaS Sales&Marketing pr. Global warming: a plague for humanity? Global Warning!

article thumbnail

Cracking The Code: BlablaCar - Travel Revolution

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Impact of the recession on SaaS Sales&Marketing pr. Global warming: a plague for humanity? Global Warning! S&M productivity (CAC ratio) for the SaaS 13 Index. My Investments. CornerstoneOnDemand. anecdotes. (13). David Cowan.

article thumbnail

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

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Impact of the recession on SaaS Sales&Marketing pr. Global warming: a plague for humanity? Global Warning! S&M productivity (CAC ratio) for the SaaS 13 Index. My Investments. CornerstoneOnDemand. anecdotes. (13). David Cowan.

article thumbnail

Cracking The Code: A Quick & Funny Summary of AdTech

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Impact of the recession on SaaS Sales&Marketing pr. Global warming: a plague for humanity? Global Warning! S&M productivity (CAC ratio) for the SaaS 13 Index. My Investments. CornerstoneOnDemand. anecdotes. (13). David Cowan.

article thumbnail

Cracking The Code: A funny perspective on Google innovation.

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. Impact of the recession on SaaS Sales&Marketing pr. Global warming: a plague for humanity? Global Warning! S&M productivity (CAC ratio) for the SaaS 13 Index. My Investments. CornerstoneOnDemand. anecdotes. (13). David Cowan.