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How Will a Venture Capital Recovery Feel? Observations from 2008

Tom Tunguz

What will a venture capital turnaround feel like? In 2008, I had just become a venture capitalist. With 15 years’ perspective, I plotted the QQQ (Nasdaq) value against venture Investing activity & venture Exits activity (all log normalized). for QQQ/Investing & 0.93 for QQQ/Exits.

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From Uncertainty to +$400M: How Braze Found Opportunity in Headwinds with Braze’s Co-Founder & CEO Bill Magnuson (Podcast 671 + Video)

SaaStr

But how do you find that opportunity when there’s a lot of pressure from venture and the market? Braze was founded in 2011 when the most exciting mobile apps were a compass, a flashlight, and a game where you could feed fish. Blaze was founded in 2011.

Scale 210
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18 investors fueling Latin America’s SaaS superstars

SaaStock

Another was 2011/2012 where not only were another 5 VC firms started but it’s also when international ones set their eyes on this vast market. Most well-known funds experimented with funding Brazilian and Latin American B2C ventures. It is a venture capital firm based in Brazil and Silicon Valley. A.B.Seed Ventures.

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We?re About To See a Lot More SaaS Debt

SaaStr

This article looks at the history of SaaS as it relates to financial capital and production capital. I argue that standard saas metrics make it possible for founders to scale using debt capital (production capital thats cheaper) instead of solely relying on venture capital (financial capital thats more expensive). .

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The 18 Awesome Women of SaaS in Asia

SaaStock

Today Carman is Founder and Managing Partner of Click Ventures, the globally renowned Hong Kong venture capital firm. Before getting into the investment world, she started and sold two successful companies in edutainment, and made a prominent name in the tech field around the world. Diane Mensah. Maxine Ryan.

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The Decline of New SaaS Company Formation

Tom Tunguz

In 2011-2013, about 1450 software companies were founded each year on average. This is counterintuitive considering the broader venture capital backdrop of near record venture investment in software. The rate of new software company formation seems to have declined materially in the past few years.

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Benchmarking WorkDay's S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

Unlike these other companies, WorkDay has employed a huge professional services team in addition in investing massively in their R&D to create a broad suite of products. In 2011, the year of the IPO, services still accounted for 33% of revenues. In 2009 and 2010, the company recognized more revenue from services than subscription.