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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025. 2025 is probably the year of max pain in the venture ecosystem.

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Clouded Judgement 10.6.23 - Fed Projections

Clouded Judgement

As you can see, Fed officials are saying the fed funds rate will be ~5% in 2024, and ~4% in 2025. The below charts show the distribution of projections for GDP growth in 2023, 2024, 2025. I created this subset to show companies where FCF is a relevant valuation metric. Two takeaways.

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Secrets to Revolutionizing Enterprise Sales Growth with End-to-End RevOps with Calendly CRO Kate Ahlering (Video)

SaaStr

Each channel, function, and team has different goals, metrics, and KPIs. Gartner predicts that 75% of the highest growth companies will need to deploy revenue operations by 2025.” . Measure value, volume, and velocity and check that each metric improves over time. Traditionally, each of these departments was siloed. Not anymore.

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Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Clouded Judgement

In March 2015 the Morgan Stanley model predicted Box would generate $400m of FCF in 2025. If I look at the most recent Morgan Stanley research model (from May 2023), the current prediction for FCF in 2025 is $468m! What I found was incredibly interesting. It really hasn’t changed much from 8 years ago!

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We?re About To See a Lot More SaaS Debt

SaaStr

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). . As SaaS Metrics Become Standardized, Banks Want In On The Action. Things started changing in 2011. Gross margin 85%?

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Why sustainable tech is becoming a top initiative for execs

IT World

Amd by 2025, 50% of CIOs will have performance metrics tied to the sustainability of the IT organization. Gartnes found that the issue of sustainability traverses all of the strategic technology trends for 2023. The findings are part of a report on the 10 top strategic tech trends organizations need to explore in 2023.

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How to Present an Operating Plan to your Board

Kellblog

2024 and 2025). While technically the board is only approving the proposed 2023 operating plan, that plan has a 2024 and 2025 model attached to it. The first slide is focused on the ARR leaky bucket, metrics derived from ARR, and ARR-related product.ivity measures. Slide 1: The Leaky Bucket of ARR and Related Metrics.