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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

Pretty crazy to think about - growth adjusted multiples are near pre-covid all time highs (excluding 2020-2021 period) even though rates are as high as they’ve been since 2007 (and double what they were on average from 2010-2020). The government is going through quite a bit of quantitative tightening. So what’s going on?

Cloud 183
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RBS automates away £7 million in manual server provisioning tasks

IT World

The Royal Bank of Scotland (RBS) Group – which will soon be rebranded as Natwest Group under new CEO Alison Rose – has been on a big technology modernization drive since its government bailout after the 2007 banking crisis.

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18 investors fueling Latin America’s SaaS superstars

SaaStock

The DGF team provides valuable support to businesses in crafting their strategy, operations, governance, and finance. It was launched in 2007 to operate the Criatec I Fund’s investments in São Paulo. Founded: 2007. It has financed more than 40 companies, a few of which have also completed successful exits. Founded: 2001.

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The top SaaS companies ruling the East Coast

SaaStock

Founded: 2007. Collibra provides a cross-organizational data governance and catalog platform that helps companies maximize the value of their data. Thanks to RoadBotics, governments can plan and repair roads at the right time, while saving taxpayer money. Founders: Dwight Merriman, Eliot Horowitz, Kevin Ryan. Based in: New York.

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Ok, Google: Scale my SaaS business

Intercom, Inc.

In 2007, when Apple put smartphones in our pockets, the internet stopped being a destination and became a state of being. It’s going to be used by governments. We had to wait a long time for those innovations to become useful to individual consumers, and now it seems like we’re on the cusp of mass adoption. trillion and $15.4

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Unlearning the Growth vs. Costs Myth

OPEXEngine

It’s a pattern that can be seen across the 2007–09 recession, the recovery that followed, the slow-growth years of 2011–19, and even during the pandemic period of 2020–21. In fact, the top-quartile TSR performers outpace the bottom-quartile companies more than twofold in both revenue growth and cost productivity.

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Be the Up in a Downturn: Advice From SurveyMonkey’s Tom Hale

OpenView Labs

Let’s fast-forward to 2007/2008 when you became an EIR for Redpoint Ventures. Obviously not everyone can be these companies, just like it’s hard to pivot to become Zoom, Teams or Slack, but the opportunities could be as simple as pivoting towards government or healthcare, or looking for new patterns of search to position your SEO against.