Analyzing Pacific Crest’s SaaS Survey Results
A few weeks ago I delivered a webinar on SaaS metrics, paying particular attention on the metrics that characterize breakout SaaS companies, and have continued to comment on the quarterly performance of Trident Capital’s SaaS portfolio, most recently here. In the webinar I had stated that breakout SaaS companies: Focus on the right prospects and [...]
When 100% Growth Is Not Enough for Startups
A couple of weeks ago I passed on the opportunity to invest in a SaaS application company that has been growing around 100% YoY for the past couple of years and can now be considered a solid expansion story. While the company’s overall story was good, it was not great. As I have been talking [...]
Areas of Investment Interest for 2012
Happy New Year! After a nice break, as I head back to the office I thought I’d provide you with my views regarding the overall environment we expect to face in 2012, as well as the areas we will be looking to invest within a two of our focus sectors: adtech/Internet and SaaS. Data (big [...]
Commentary on Pacific Crest’s SaaS Surveys and other Relevant Thoughts
A few days ago I participated in Pacific Crest’s workshop for private SaaS companies. This workshop is being held every year as part of Pacific Crest’s technology conference. In addition to the spirited discussion among SaaS company executives and investors, during the workshop Pacific Crest’s Brendan Barnicle and David Spitz presented the results of two [...]
