Tom Tunguz

FEBRUARY 6, 2022

If I gave you $10,000 to invest in one company today among the following four software businesses, which would you pick? Company. Growth Rate. ARR. Multiple (ARR/EV). 1. 100%. 100. 50x. 2. 125%. 950. 25x. 3. 71%. 2800. 20x. 4. 65%. 2960. 10.5x. The first company is a $100m ARR business growing at 100%, trading at 50x ARR, a $5b enterprise value. The fourth company grows 65% on $7b in ARR, implying a $29b EV.

Investment 257

Investment Pricing Business Model Enterprise 257

SaaStr

FEBRUARY 6, 2022

Q: Dear SaaStr: How Do You Stay Calm as a CEO in Tougher Times? Or Even Just in General? Staying Calm as a CEO is so important. You always have to remember — all eyes are on you. If you panic a little, they panic a lot. If you are too stressed out, everyone will be stressed out. And if you don’t believe, even just a little — they won’t believe.

SaaS 213

SaaS Management Business Leadership 213

Baremetrics

FEBRUARY 6, 2022

Managing the customer journey means understanding context and measuring the right metrics. Customer experience (CX) is a critical component of modern business management, but it’s far too easy to get lost in the sheer mass of available data. Customer goals need to be aligned with business goals. It really is that simple. Unfortunately, CX measurement remains challenging.

Metrics 106

Metrics Social Media Scale Churn 106

SaaStr

FEBRUARY 6, 2022

Top Blog Posts This Week: 20 Interesting PLG Learnings from The Leaders in SaaS. Top 7 Regrets in Hiring VPs. Firing Them Is Not One of Them. You’ll Know if That New VP is Going to Fail at the First Board Meeting. How to 10x Your SaaS Company: A Deep Dive With Jason Lemkin + Lloyed Lobo of Boast.ai. Dear SaaStr: What are The Top 5 Mistakes Every Salesperson Must Absolutely Avoid?

Scale 191

Scale Sales Hiring AI Innovation 191

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