There are over 100 SaaS unicorns. How long did it take them to get to $100 million in ARR?
A few days ago I wrote that there’s more than one path to $100 million. I argued that while it’s awesome to
A few days ago I wrote that there’s more than one path to $100 million. I argued that while it’s awesome to
A couple of years ago I wrote a post titled “How fast is fast enough?”. The subtext of the question was “How
In last week’s post I shared some thoughts about Dropbox and why, although Dropbox is unquestionably one of the most amazing SaaS
I’m late to the party here, I know. Dropbox went public a bit more than a month ago and I’ve finally had
I usually use this blog when I write new posts. Occasionally I re-publish selected posts on our Medium channel. Lately, however, I’ve
While doing some research for another post I just stumbled on this excellent overview from Pacific Crest on the churn rates of
When you’re talking to investors about a Series B, Series C or later round, one of the questions that will inevitably come
Over the last couple of weeks and months we spent some time putting our investment thesis on paper. The purpose of this
In the first part of this post, I looked at what some of the most knowledgeable people in the industry said about
In our weekly investment team call earlier this week we decided to pass on two early-stage SaaS startups that were both on