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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Given those two data points alone I’d expect the median multiple today to be closer to 4x! The reason for all of this - the Fed reserve’s the right to change their mind / policy based on the data, but the problem is the data is lagging.

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A look into the future

ProfitWell

Today, we're taking a look into the future.the future of subscriptions. Listen wherever you get podcasts: The future is subscription. Here at ProfitWell, we fully believe in the future is subscription. Tien is the CEO of Zuora —a leading company in the subscription economy (a term coined by them). The subscription impact.

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You're getting sleepy.

ProfitWell

So we're uncovering the data on sleep and its correlation to your business' growth, as well as your overall happiness. Listen wherever you get podcasts: How is the B2B SaaS market trending? ??7 How are churn and new revenue trending over time? This data is highly qualitative with lurking variables—and definitely has limits.

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Andrew Chen on finding the “fresh powder” in growth

Intercom, Inc.

Adam: A lot of our listeners are going to know you best through your writing; isn’t that how Marc originally found you back in 2007? It behooves all of us in the industry to stay on top of these trends and to see what’s working, because otherwise we’re in constant competition where all of our stuff stops working over time.

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Building a Roadmap for Early-Stage SaaS Growth [Webinar]

SaaSOptics

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36 .

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Building a Roadmap for Early-Stage SaaS Growth [Webinar]

SaaSOptics

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36 .

SaaS 40
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Building a Roadmap for Early-Stage SaaS Growth [Webinar]

SaaSOptics

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36.

SaaS 40