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Clouded Judgement 9.1.23 - Are Software Companies Over or Undervalued?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date! ” Let’s dig in.

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Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

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6 things to pre-empt 90% of Due Diligence

The Angel VC

Don't hard-code many numbers and make it easy to understand which assumptions the model is based on. Update 5/8/2015]: I wrote a follow-up post with some additional details on what exactly SaaS Series A/B investors will look for when you supply them with the data and material mentioned above.]. What do you think?

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Are We Due for a SaaSacre?

Kellblog

If you believe in regression to the mean [5], that means you believe the multiples are due to drop back to the 5-10 range over time. 2008, 2015) it’s not outrageous to think that multiples could drop towards the middle or bottom of that range, i.e., closer to 5 than 10 [6]. is a broken LTV/CAC due to LTV or CAC?),

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SaaStr CEO Jason Lemkin and Amias Gerety Partner at QED on Fintech Beat (Podcast 685)

SaaStr

Recurring software revenue is now recognized as a great way to generate tons of cash for investors,” says Gerety. Aaron Levie, the CEO of Box, came to SaaStr’s first big community event in 2015, one week after Box’s IPO. “Do He had never found a successful software company that wasn’t necessary. It took a while.

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Tap to Pay: What It Is and How It Works

Stax

Apple Pay caught up in 2014; in 2015, the wearables market made everyone aware of the tap’s potential. In 2015, many merchants switched to NFC-enabled terminals; by 2019, most banks were issuing contactless cards. A unique, one-time code is generated for that specific transaction if approved.

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Power Laws: A Look Back To Where 20 SaaS Break-Out Companies from 2012 Are Today

SaaStr

Box in 2015 was the first IPO from the SaaS 2.0 Generally, audited or reviewed financials must be submitted, so I assume they are in the ballpark of correct. version of BigMachines) for $360m in 2015 to Salesforce ! 1272 Bronto Software. No one had IPO’d, no one really knew. generation. 500 / 5000 awards.

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