3 investors go over the state of SaaS investing in 2020 888011000 110888 Yesterday throughout Disrupt 2020 I sat down with three investors who understand the SaaS startup market very well, wishing to get my head around how hot things are today. Coming on the heels of the epic Snowflake IPO (more to come on that in this weekend’s newsletter), it was a good time for a chat. The Exchange explores start-ups, markets and cash. Read it every early morning on Bonus Crunch, or get The Exchange newsletter every Saturday. I have actually boiled our 40-minute conversation down to my preferred parts, getting you the products in fast fashion. What follows are notes on: how quickly the SaaS investing market is today why Snowflake priced where it did and what that tells us about today’s market how SaaS companies are seeing different growth results based upon their sales movement why some private-market SaaS multiples can get so high which software application sectors are speeding up and what I learnt more about global SaaS. There are more things to take out later, like the investors’ ideas concerning variety in their part of the venture world and SaaS start-ups, however I wish to consider that topic its own space. So, into today’s SaaS market with an eye on the future, directed by commentary from Canaan’s Maha Ibrahim, Andreessen Horowitz’s David Ulevitch and Bessemer’s Mary D’Onofrio. Inside SaaS To assist us get through a good little bit of the written word without slowing down, I’ll present a concept, share a quote and provide a little commentary. This ought to be excellent enjoyable.
The other day throughout Disrupt 2020 I sat down with three investors who understand the SaaS startup market extremely well, hoping to get my head around how hot things are today. Coming on the heels of the impressive Snowflake IPO (more to come on that in this weekend’s newsletter), it was a fantastic time for a chat….