Both Sides of the Table

MAY 23, 2012

But in 2012 a visit to any major college in America will show you the massive increase in aspirations of our young talent to become the next Mark Zuckerberg and build a future Facebook. So it is unsurprising that an over-funding environment and the commensurate returns hangover would have lasted until about – well – 2012.

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Venture Capital Technical Review LP Mobile 347

Cracking the Code

MARCH 12, 2010

Given the predictability of SaaS GAAP revenues on a quarterly basis, the fact that the 08/09 projections were unchanged is not a surprise. Given that the revenues are not growing very fast, this means that most of the companies have reduced their sales force and focused on productivity improvement. Portfolio. (3). internet. (6).

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Software Review Technical Review Cloud Forecast 63

Venture Chronicles

DECEMBER 20, 2011

On the latter we have seen a revolution in how companies advertise, increasingly around the notion of pay-per-click (PPC) that provides immediate and detailed performance metrics upon which ROI can be calculated. SoLoMo: Social Local Mobile is on for 2012. ″ and larger displays.

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PPC Social Network Mobile Campaign 32

Cracking the Code

NOVEMBER 10, 2009

Cloud accounting is all about matching revenue and costs to consumption…well, except for professional services! SaaS companies use different metrics to calculate renewals. Portfolio. (3). ► 2012. (1). SaaS business metrics: why are they different? Support, support, support! Mind the GAAP! mguinan said.

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Cracking the Code

NOVEMBER 10, 2009

It is intriguing to see the M&A dynamics in the space, highlighting the interest of tech companies for recurring revenue streams - even SAP announced in their analyst call earlier this month that they were moving from perpertual licenses to five year term licences. Portfolio. (3). ► 2012. (1). Europe Consumer. (1).

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Software Review Technical Review IPO Cloud 48

Cracking the Code

JANUARY 22, 2009

For SaaS companies, we found that MRR is the best metric on which to base sales commissions. While it may make sense to offer very slight adjustments for favorable payment terms and one time revenue, net additions to MRR should dominate the sales rep’s thoughts. How do you clawback revenue from the sales guy? Cindy said.

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Software Review Clawback Sales Salary 91

ReadWriteStart

OCTOBER 28, 2010

Antonio has a portfolio of Web-based business process management applications for small businesses with 10-100 employees. Cristina currently has a couple of large customers in pilot mode, and is starting to show metrics on how much improvement IDES can deliver over existing analytics engines. If possible, of course.

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Partner Belgium Portugal Bootstrapping 117

Cracking the Code

FEBRUARY 25, 2008

As I was building the spreadsheet, I also included the revenue multiples for this set of companies, both for the trailing 12-month (TTM) and the forward 12-month (FTM). Portfolio. (3). ► 2012. (1). SaaS business metrics: why are they different? The Index reference point starts on January 1st 2008 at 19,187.81

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Software Review Technical Review Europe Venture Capital 48

Rob Go

JANUARY 8, 2014

It’s been a yearly tradition for me to share a semi-quantitative view into our portfolio at NextView. Three years ago, I published our first “Stroll through the portfolio” and I’ve published updates each year in January. Here is a quick rehash of some of the metrics I’ve shared in the past.

Syndicate 45

Syndicate Syndication Portfolio Advertising 45

Cracking the Code

DECEMBER 16, 2006

however, public SaaS companies like Concur, Saba, Taleo, LivePerson and Ultimate are growing 50-100% per year and trading at an average 5x trailing revenue multiples (I excluded salesforce leading the pack with 9x!) whereas traditional software companies of this size have a growth rate of less than 10% and revenue multiples of 2-2.5x.

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Software Review Silicon Valley Technical Review Software 48

Cracking the Code

JANUARY 28, 2008

Eloqua is bringing this revolution to the B2B marketers by providing on-demand applications and best-practice expertise for B2B marketers to execute, automate and measure effective marketing programs that drive revenue. Portfolio. (3). ► 2012. (1). SaaS business metrics: why are they different? Europe Consumer. (1).

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Software Review Technical Review Los Angeles Europe 48

Steve Blank

NOVEMBER 7, 2013

In 2012 I got together with Alexander Osterwalder , Henry Chesbrough and Andre Marquis to think about the Lean and the future of corporate innovation. What CEOs, management teams and shareholders care about is growth —revenue growth, greater user adoption, increased market share, bigger margins, etc. to create exponential growth.

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Up and Running

FEBRUARY 17, 2016

You need trusted advisors that are proven in the beverage industry and have a decent portfolio of brewery clients. Jason Carriere, owner of Falling Sky Fermentation Supply Shop and co-founder of Falling Sky Brewing, has gone through many twists and turns since Falling Sky opened its first Eugene, Oregon brewpub location in 2012.

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Oregon Jordan SBA Cofounder 60

Cracking the Code

MAY 25, 2010

A few highlights from the different keynotes and speakers On top of Jason, we also had the chance of having many great speakers at the event and here are a few quotes and notes that I have taken during the different keynotes and panels: Joe Payne, CEO of Eloqua moderated the panel on Revenue Performance Management. Portfolio. (3).

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Software Review Cloud IPO Jordan 74

Agile VC

AUGUST 12, 2011

At NextView, we spend a substantial portion of our time trying to help our portfolio companies prepare for growth as “venture scale” businesses. ” The challenge is that while there’s a simple answer, it’s not one that can be easily distilled into a set of metrics that can be followed as a cookie cutter plan.

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Seed Stage Silicon Valley B2B Acquisition 113

Up and Running

MAY 15, 2019

You need trusted advisors that are proven in the beverage industry and have a decent portfolio of brewery clients. Jason Carriere, the owner of Falling Sky Fermentation Supply Shop and co-founder of Falling Sky Brewing , has gone through many twists and turns since Falling Sky opened its first Eugene, Oregon brewpub location in 2012.

Oregon 24

Oregon Jordan Software Review Distribution 24

Austin Startup

OCTOBER 6, 2018

with the portfolio to show for it. All metrics were revealed. For example, we recently hired Ryan Cush as our Chief Revenue Officer and he has been a game-changer for us. io , where I’ve been writing about primarily entrepreneurship since 2012. in our Series A. but most informative?—?presentation. presentation.

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Founder Cofounder Software Review San Francisco 51

Cracking the Code

OCTOBER 10, 2008

Be prepared to cross the desert - SaaS requires R&D and sales expense up front for a multi-year stream of revenue, so it demands enough investment capital to fund 4+ years of runway. Effectively measuring and understanding your CAC and CLTV metrics are key to future success. Great list! I particularly agree on points #2 and #4.

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Cracking the Code

MARCH 10, 2008

I found this approach interesting, but it seems to me that gross margin is a more relevant benchmark than revenues, given that the GM of saas companies varies by type of application and size of the company (for example NetSuite went from about 50% GM three years ago to close to 70% today).

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Sales Software Review Marketing Technical Review 79

Occam's Razor

SEPTEMBER 21, 2015

Second, between 2012 and 2013. You are comparing 2012 and 2013, add a row of data at the top that shows your computation of the size of the opportunity for 2014. Companies should optimize for the portfolio of visits (multiple!) Despite that, I bet it was still harder than necessary for you to figure out what is going on.

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Cracking the Code

SEPTEMBER 2, 2008

The Deutsche Bank report has a very interesting chart on the topic presenting the Free Cash Flow margins vs. the revenue growth four years post IPO for select software leaders: As you can see, with 20% Free Cash Flow margin and a 50% growth rate, Salesforce is well positioned in the pack! Portfolio. (3). ► 2012. (1).

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Software Review Software Technical Review Cloud 48

Cracking the Code

JULY 6, 2007

SaaS business metrics: why are they different? I was surprised today when I went through the NetSuite IPO filling (S1) to see that it looked very much like any Enterprise software document - not a single mention of churn or % of recurring revenues. Different models require different performance metrics. Friday, July 06, 2007.

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Software Review Metrics Valuation Technical Review 66

Cracking the Code

FEBRUARY 4, 2008

A few times per year, Bessemer organizes a CxO event for our portfolio companies and we decided to focus our first session of 2008 on Software-as-a-service (SaaS). This invite-only event for our portfolio companies and close friends of the firm was designed to be fairly intimate and interactive. Monday, February 04, 2008.

Software Review 48

Software Review South Korea IPO Portfolio 48

Austin Startup

MAY 29, 2019

I encourage startup founders or anyone interested in social commerce to read it: [link] When you think about Big Data Applications (a term coined in 2012 by Raj De Datta in this TechCrunch article ), Bazaarvoice is one as Raj points out in his article. 8, which was released earlier this week. I’ve also heard BDAs called SaaS 3.0

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