Tom Tunguz
OCTOBER 21, 2017
Segmentation - focus on SMB, Mid-Market, or Enterprise, to play where competition isn’t present. I believe competition is a major driving force, especially since venture capital is conspicuously copious. Trades market size for better product market fit. SaaS company formation has fallen by 44% in the last 3 years.
Tom Tunguz
JULY 14, 2013
With more than 80% of venture capital investments occurring in enterprise and with the public markets disproportionately rewarding SaaS companies with huge enterprise value-to-revenue multiples ( median is 7.6 ), it’s no surprise that interest Software-as-a-Service is booming. Not every company has ML expertise.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
SaaStr
OCTOBER 31, 2019
Before I joined the venture capital industry many years ago, I was a software developer, and I worked for a startup around the 2000 time period. Now, I’m a venture capital investor. Contrast that with companies that might also sell into the SMB segment of the market where the ASPs, the average deal sizes are lower.
Kellblog
JANUARY 5, 2020
I’d argue it’s not – the markets have changed structurally such that companies are staying private far longer and thus living off venture capital (and/or growth-stage private equity) in ways not previously seen. The interesting question here is whether mean reversion is relevant.
Point Nine Land
JANUARY 17, 2019
machine learning in particular?—?are The tokenization of traditional financial instruments such as stock, bonds, loans, private equity and venture capital investments will become increasingly common. 2018 already paved the way for a number of tokenized fund launches such as Blockchain Capital and SPiCE VC.
Expert insights. Personalized for you.
187 
Let's personalize your content