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My Thoughts on the Current Market: on 20-Minute VC

Both Sides of the Table

We discussed why in Q4 you will see large renegotiations of SaaS contracts and increased churn rates. B2C Companies We talked about how some companies saw an immediate decline in purchasing (for example if you’re in travel or hospitality). Optimize for a 1 not a 0 more than exact valuations now. Raise when you can.

Marketing 263
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VCs eating our own dog food: Using technology and analytics to make better investments

David Teten

The majority of funds are using the popular B2C websites and services for basic due diligence, e.g., Linkedin, Twitter, HackerNews. Modano standardizes Excel models to improve comparability and reduce error rates. TruthFinder and Intelius provide basic background vetting. Pacer is useful to search prior litigation, bankruptcies, etc.

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Cracking The Code: The Bessemer 10 laws of SaaS - Fall 2008.

Cracking the Code

This is misleading because in a recurring revenue model, Customer A is much more valuable to the business (assuming typical churn rates) as they will likely generate $360,000 of revenue for the business with renewals over that same three year period. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). Philippe Botteri.