Both Sides of the Table

SEPTEMBER 15, 2022

Should SaaS companies trade at a 24x Enterprise Value (EV) to Next Twelve Month (NTM) Revenue multiple as they did in November 2021? We do deals in NYC, Paris, Seattle, Austin, San Francisco, London?—?but Probably not and 10x (May 2022) seems more in line with the historical trend (actually 10x is still high).

Technical Review 416

Technical Review Pre-Money Valuation San Francisco Valuation 416

Both Sides of the Table

MAY 5, 2011

I’m in Seattle this week. Seattle should be the envy of any non Silicon Valley tech community in the country. As I gear up to give a keynote at the annual Seattle 2.0 awards dinner on Thursday night I started reflected on what it would take to “change the trajectory&# for Seattle or for any regional market, really.

Seattle 317

Seattle Silicon Valley Technical Review Los Angeles 317

Up and Running

SEPTEMBER 8, 2014

I have a vivid memory of bombing a pitch that I was delivering to a group of angel investors in Seattle. get to revenue, b.) how many customers you’ll acquire and when, how many you’ll retain in year one, how many will churn out (leave you), the average revenue each customer will spend, etc.). Bombing the Pitch.

Hockey Stick 114

Hockey Stick Technical Review Due Diligence Seattle 114

Austin Startup

AUGUST 29, 2017

That goes for any industry, location or product; from enterprise SaaS in my home town of Austin, to live music ticket sales in Virginia, to B2C services in Seattle. At worst you will destroy hard earned revenue and/or profit. Do you have patents or IP wedges that create defensible moats around your differentiation?

Differentiation 54

Differentiation Virginia .Net B2C 54

www.currentlyobsessed.com

MAY 28, 2010

He tries to write things that havent already been written 9000 times.

Valuation 42

Valuation Channel Pre-Money Valuation Term Sheet 42