Business Model Metrics Valuation Vertical 
Steve Blank
SEPTEMBER 14, 2009
Underwriters realized that as long as the public was happy snapping up shares, they could make huge profits on the inflated valuations (regardless of whether or not the company should have ever been public.) The valuations for acquisitions were nothing like the Internet bubble, but there was a path to liquidity, difficult as it was.
Cracking the Code
NOVEMBER 13, 2008
The fact that SaaS valuations are being more affected by the downturn than the Nasdaq can be surprising given the supposed resiliency of the SaaS model (recurring revenues) but it translates the public investors belief that SMB software spend is going to be hit very hard by this recession. Rethink vertical segmentation: Healthcare?
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A Smart Bear: Startups and Marketing for Geeks
MARCH 21, 2017
Revenue multiples, profit multiples, premium over the previous financing — these are metrics used by sellers to help determine a minimum acceptable price. So the shift to mobile meant Facebook’s business model was breaking. Remember this is revenue , not valuation. Zoom out to see the strategic decision.
Cracking the Code
DECEMBER 2, 2006
The time they spend with customers is usually limited to transactional core products sales, generating lower margins – The resource allocation is not always matching the opportunity (geography, customer segment, vertical.) – The rules of engagement for technical resources (solution or product specialists) are not clear.
David Teten
DECEMBER 3, 2019
Technographics vendors such as Builtwith , Datanyze , HG Data , Stackshare, and Stacklist help CEOs identify the right tech platform on which to build their business; they’re also helpful for investors to due diligence a company’s tech stack choices. Modano standardizes Excel models to improve comparability and reduce error rates.
Rob Go
FEBRUARY 5, 2012
Usually financial metrics are pretty sparse at early stages and investors have a hard time giving companies “credit” for steady, linear progress. The reason is that the next MAJOR and OBVIOUS value-inflection point is evidence of a repeatable and scaleable business model. Or, just go for exceptional growth.
Rob Go
FEBRUARY 9, 2014
I’m smashing that all into some measure of “conviction” on the vertical axis. These are all the proof points that the business is working, and can range from actual financial metrics to even subjective things like how industry experts and potential customers are perceiving the idea.
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