Understanding the Mendoza Line for SaaS growth

 “How fast do I need to be growing to be interesting to a venture investor?” This is a question we get asked all the time by CEOs, and we realize “it depends” is not the most actionable answer to give. Instead, we have come up with a simple model that allows us to give a clear numerical answer to this question. Read More

Tech Valuations In 2016: The End Of The Line For Sloppy Growth

pink fungi growth What’s going on in technology investing right now? Is this another 2001, when tech imploded? Another 2008, when the wider world crashed but tech powered through? Or is it like Facebook in 2012, a valuation blip and a chance to buy? Anecdotes about dead unicorns are not enough. An explanation has to start with a framework and a qualitative description of what is driving the markets… Read More