Product Management and M&A. Musings of a reformed private equity operator
The Maxio Institute Q2 2024 Report outlines strategies for CEOs of early-stage SaaS companies facing growth challenges. Key insights include the advantages of fixed-rate pricing for revenue predictability, targeting high-growth…
The Decline of Exits and VC Returns:
Building a B2B SaaS business with significant revenue under $1 million ARR is challenging due to market competition. Key growth strategies include achieving product-market fit, prioritizing retention, optimizing go-to-market strategies,…
The startup ecosystem, fueled by venture capital, faces a "silent recession," with early-stage firms seeking $1 million or less experiencing significant challenges due to economic uncertainty and rising interest rates.…
The SaaS industry has seen significant fluctuations in EV/Revenue valuation multiples, largely due to macroeconomic factors like inflation and interest rates, and market-specific issues like competition and growth plateaus. This…
The private equity (PE) sector is increasingly using dividend recapitalizations in enterprise software due to a decline in carried interest, influenced by heightened competition, decreased exit activity, and changes in…
The Q3 2024 PitchBook Analyst Note on Enterprise SaaS M&A offers a detailed analysis of trends in mergers and acquisitions in the SaaS sector. Post-pandemic, the report observes stabilization and…
Medallia, a leader in customer and employee experience management, underwent significant changes over the past three years, notably being acquired by Thoma Bravo for $6.4 billion in 2021. Post-acquisition, Medallia…
The Pitchbook Q2 2024 European Venture Report reveals a recovering venture capital landscape, with AI playing a crucial role, particularly in the UK. The report highlights the UK's leadership in…
The US venture capital landscape in 2024 faces significant challenges. While AI investments remain strong, IPO activity has underperformed, and overall fundraising is struggling due to economic conditions. Insider-led rounds…