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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). I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 183
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Instacart

Andreessen Horowitz

Beyond the metrics, co-founder and CEO Apoorva Mehta had great founder/product fit. The more I got exposed to the details behind the Instacart business, the more it reminded me of OpenTable (where I had been CEO from 2007-2011). Prior to founding Instacart, Apoorva was a fulfillment optimization software engineer from Amazon.

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Dropbox S-1 Analysis - The King of Freemium

Tom Tunguz

Founded in 2007, Dropbox epitomizes the freemium go-to-market. The benefits of freemium at scale appear in the free cash flow from operations metrics. The table summarizes some key metrics. Dropbox has grown from 0 to 500 million users over that time period. 2% of those users convert to paid and pay an average of $9.33

Scale 214
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WHAT is an Escape Room?

SaaS Metrics

It’s a relatively new concept that began in Japan around 2007 before making its appearance in the US in 2013. first appeared on SaaS Metrics. Escape room games are an actual-time adventure game which takes place inside one of our game rooms themed. If you’re new to the best escape rooms in NWI, this article is perfect.

Metrics 52
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SaaStr’s Most Respected Leaders Awards 2019: The Top Ten

SaaStr

About Brian… Our metrics suggest that our attendees were very excited about Brian as a speaker. His high marks in our “speaker likes” metric lands him at number five on our list. from 2007-2011 which eventually became Twitch. About Karen… Karen is number seven on our list with high marks in all metrics.

Scale 164
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Benchmarking Xero's S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

Xero Income Statement 2007 2008 2009 2010 211 2012 2013 2014. Xero does exhibit an amazing sales efficiency metric of 1.05, meaning $1 invested today in sales and marketing yields $1.05 Growth 109% 265% 206% 123% 107% 88%. Gross Profit -0.8 -2.0 in gropss profit next year. The median SaaS company charts 0.81

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Recession Planning & Maintaining Growth

OPEXEngine

We have been asked quite a bit lately how companies navigated the Great Recession of 2007-2009 and what companies can do today to protect against a downturn. While presenting consistently improving financial metrics externally, they dug in internally to improve their operating focus. Navigating the Great Recession.