Why SaaS companies can withstand the funding downcycle better
Contrary to popular narratives that software is not impacted during downcycles, it does. To a large extent, it already has. Sales cycles have lengthened by 20-25% and public cloud vendors have seen their growth reduce. Over the last 5 quarters, YoY growth for US...
Tired of too many SaaS metrics?
As an investor in early stage SaaS companies, I often find founders to be confused on what metrics they should track. Challenge is not a lack of metrics, but too many metrics, with most of them stage irrelevant for the company. For example for a pre-PMF SaaS company,...
Customer Marketing – Your Most Important Lever in a Down Cycle
Why Existing Customers Matter I sold enterprise software for 10 years at SAP and Siebel during the license era. If you look at the core economics of that business, the upfront license revenue from a customer is offset by the cost to acquire. Implementation services...
What lies beneath? The tech behind banking
Banks know that technology is the foundation for future growth. And accelerating the adoption of tech is one of their biggest priorities. It’s impossible to think of banking without technology. Most financial institutions offer digital services that are quick, safe,...