Venture Capitalist at Theory

About / Categories / Subscribe / Twitter

Financials

2024

AI SaaS Companies Will Be More Profitable

March 21

The First $100m ARR AI Security Company

February 21

The Fastest Growing Software Sectors in 2024

January 29

AI Drove the Largest New Bookings of Any New Product

January 26

2023

The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends

November 13

Only The Dogged Thrive : More Good News in Startupland

November 7

Cisco & Splunk Continue the Trend of SaaS Take Privates

September 21

Building a Generational Business Databrick by Databrick

September 17

Signs We've Touched the Bottom

July 26

How Markets Value Software Companies in 2023

July 5

How Much More Efficient Should a SaaS Startup Be When Using AI?

June 2

The Publicly Traded Company Worth 250x More in 10 Years

May 25

Microsoft's Billion Dollar AI Business

April 26

Economics in the Sometimes Strange World of Web3

April 9

The Change in Burn Multiple for Startups in 2023

April 3

When Will SaaS Budgets Increase Again?

March 17

Which Customer Segments are Healthiest During the Downturn?

February 21

A Flare Across the Clouds : Cloudflare's Earnings Report

February 14

2022

What the $6B Coupa Acquisition Means for Software Startups

December 12

Losing a Month of Runway to Inflation

November 6

Sales Efficiency through Covid : Reading the Tea Leaves for Startups

October 30

Would You Leave the Cloud to Improve Sales Efficiency by 11%?

October 23

How Much Should You Expect Your Startup to Slow in 2022? About 21%.

July 29

Defending a Startups Greatest Asset through Recession & Recovery

June 22

Office Hours with Lee Kirkpatrick, former Twilio CFO on Managing through Turbulence

June 14

So You Want to Improve Your Sales Efficiency

May 18

Cash Flow Shockwaves

May 5

Will Your Startup Borrow More in 2022?

February 14

The New Discipline Web3 Software Companies Must Develop

February 9

2021

Crypto Companies Insider Ownership is Approaching that of Classic Startups

October 3

How Will We Value a Crypto Token?

September 6

How Much Should You Bet To Maximize Your Investments, or Your Company's Odds of Success?

February 16

A Common and Critical Mistake When Forecasting Next Year's Bookings

February 1

The Five Flavors of ARR - New Definition, Same Great Multiple

January 27

The Missing Insight Around Software Multiples for Valuing Companies

January 11

2020

The Mispricing of Software Companies

October 5

How to Predict the Forward Multiple of a Software Company

September 22

Why is the Stock Market Only Down 15%?

May 11

Why Margin Matters Now in Startupland

April 12

Six Startup Disciplines for Challenging Times

March 20

Estimating the Impact of the Coronavirus on Growth

March 16

The Impact of the Coronavirus on Software Valuation Multiples

March 2

One of the Most Frequent Errors in Sales Planning and Forecasting

February 17

2019

What a Valuation Implies About a Business

May 6

Viewing Valuation as a Discount of Future Value

April 4

Do SaaS Startups Still Require Less Capital than 10 Years Ago?

April 2

A Common Mistake in Hiring Plans

February 8

Why Share Repurchases Create Large Opportunity Costs for Early Stage Startups

January 7

2018

A New Way to Calculate a SaaS Company's Efficiency

December 1

Timing Cashflows of Your Sales Commissions and Your Customers

July 15

The Importance of Time Value of Money for Startups

April 1

The ROI of Cash Burn for SaaS Startups

February 20

Startup Best Practices 27 - How to Use Options to Retain Key Employees in Your Startup

February 16

2017

The False Confidence of the LTV/CAC Ratio for Early Stage SaaS Startups

November 9

The Implication of Secular Increases in SaaS CAC

November 1

Important Changes in Revenue and Profitability Definitions for SaaS Companies

October 29

How Much Should A SaaS Startup Invest in Sales & Marketing?

September 17

The Theory and Data Underpinning Sales Commission Plans

September 4

Why Cash Conversion Cycle Matters for Your Startup

August 15

The $100M ARR Customer

January 17

2016

When to Increase Your SaaS Startup's Burn

December 16

The Important SaaS Accounting Changes Coming in 2017

November 30

How Should You Allocate Your Startup's OpEx between Sales and Engineering?

November 17

How Should I Think About My SaaS Startup's Burn Rate

September 9

The Increasing Costs of Real Estate for Startups in San Francisco

July 13

SaaS Companies Are Changing their Growth Strategies

May 9

Land, Expand, Retain

April 29

Startup Best Practices 22 - Using Scenario Planning for Strategic Decisions

March 22

Not All Revenue Dollars Are Created Equal

February 28

Venture Debt for SaaS Startups

February 15

The Other Payback Period that Matters in SaaS

February 12

3 Questions for Startups to Answer for Themselves in a Volatile Fundraising Environment

January 21

2015

How Much Cash Should Your SaaS Startup Burn?

November 12

What is the Optimal Quick Ratio for Your SaaS Startup?

November 3

The Importance of Payback Period for SaaS Startups

September 21

Take Your Startup to the Limit

July 20

How an $11B SaaS Company Measures Churn

June 10

The Risk Sales Discounts Impose to Startup Burn Rates

May 26

Which is a More Efficient Way to Build a SaaS Startup - Bottoms Up or Top Down?

May 3

How Important Is It For a SaaS Startup to be Profitable?

April 27

Measuring Bookings, MRR, Revenue and Cash for Your SaaS Startup

April 23

Modeling Your SaaS Startup's Revenue Growth Effectively

February 25

The Rising Costs of Scaling a Startup

February 10

2014

How Important are Professional Services to Your Startup?

November 20

How Fast Must a SaaS Startup Grow to Raise a Series A?

March 17

2013

The 10 Most Important Metrics in a Startup's Financial Statements

December 16

The 10 Most Important Metrics in a Startup’s Financial Statements

December 6

A Startup's Rosetta Stone - How to Succinctly Communicate the Details of a Business

October 23