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John C. Mecke
The Marketecture. Put Your Competitors Into Context

The Marketecture. Put Your Competitors Into Context

Product managers can analyze their market competitively using the Marketecture tool, which quickly compiles critical company information from various free sources. This framework includes seven key data points such as revenue, headcount, and web visits, effectively informing product and marketing strategies. The tool proves vital in understanding a company’s position in the competitive landscape, using factual data rather than speculation. An illustrative case involves constructing a Marketecture for a last-mile delivery management platform, demonstrating its practical application for informing business tactics.

2023 SaaS M&A in Review

2023 SaaS M&A in Review

I regularly track SaaS M&A. The Software Equity Group regularly publishes great research on SaaS M&A. Recently they released their SEG 2024 Annual SaaS Report. The report includes:
An Overview of Public SaaS Companies. A thorough analysis of stock prices, financial data, and valuation performance for the 120+ publicly traded B2B software companies comprising their SEG SaaS Index™. SEG SaaS Index EV/Revenue by Product Category. Recapping SaaS M&A Activity. In 2023, there was a notable increase in M&A activity, showing a robust performance with a 9% rise over 2020, pre-COVID levels. Although the overall aggregate software M&A volume is now comparable to pre-2021 figures, the SaaS M&A segment continued its active momentum in 2023.

Public and Private SaaS Valuations November 2023

Public and Private SaaS Valuations November 2023

I regularly track SaaS valuations as a part of my consulting business. Tracking the valuations of public SaaS companies is easy, privately held SaaS companies are a bit more challenging, but not impossible. Year to date, the median public SaaS company valuation is up about 18.5%, while the overall Nasdaq is up 36.7%. In the past month, public SaaS company valuations have improved 9.4% versus 9.1% for the Nasdaq and 6.1% for the NYSE. Private company valuations have followed the same trends. The median EnterpriseValue/Revenue (ttm) multiple for public SaaS companies was 5.8x down from 16.4x in February 2021

PreSeed Fundraising Trends Q3 2023

PreSeed Fundraising Trends Q3 2023

I consult with a lot of early-stage SaaS startups. Many are trying to raise a PreSeed round of VC funding, and most are struggling. VC fundraising has declined by over 50% since the heydays of 2021, and while preseed and seed stage deals have been hit just as hard as Series A, B, C & D. Some recent data from CBInsights, Pitchbook, and DocSend provide great qualitative and quantitative insights into what has changed in 2023.