David Johnson

Great analysis by the AGC team on SaaS public company comps. It's worth a look as we recalibrate mid-way through earnings season. The analysis aligns with the broader Nasdaq equity performance, where the Mag 7 (or fab 4 now :-)) have shown more resilience than the rest of the market. #AGC #SaaS #EarningsSeason #Nasdaq #EquityPerformance

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🎙️ On the latest episode of Embracing Erosion, Devon was joined by Alex Pattis, General Partner at Riverside Ventures and founding team member of Hampton. Alex is also the co-founder of Last Money In Media, a leading VC newsletter that explores Special Purpose Vehicles (SPVs) within the Venture Capital ecosystem. As a prominent advocate for the SPV investment format over the traditional VC fund model, Alex brings a wealth of knowledge and experience to the table. This episode dives deep into: 🌟 How to scale a company from concept to a 9-figure exit 🔄 Breaking away from the traditional consulting model and applying product approaches ⏩ The importance of iterating quickly and often with messaging 💸📈 Key signals to watch when investing in startups Don't miss this insightful conversation. Listen now 👉 https://lnkd.in/gEKv5ghE #VentureCapital #SPVs #StartupInvesting #ProductMarketing

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VC dealmaking in the enterprise SaaS space has leveled out. In Q1, deal value declined 15.5% from the previous quarter to $12.2 billion, while deal count ticked up 3.1% to 666 deals. https://bit.ly/3VuWvDA

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How companies purchase software is rapidly evolving, with cloud marketplaces expected to reach $100B in 2026, up from $15B in 2023. Simply put, if you are building and selling cloud software today, it's imperative that you can sell through a cloud marketplace. The journey, however, can be a little confusing, and management can be even harder. With 3x growth last year and 3/4th of our business now flowing through a cloud marketplace, CloudZero switched to Clazar earlier this year to handle our rapid growth, and I couldn't be more thrilled. Trunal B. and Aayush Bahuguna have a big vision for how cloud marketplaces will evolve and how software will be bought and sold in the future. No matter where you are on your journey, learning from them what's coming next is worth your time.

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3 Comments

That planning season is upon us once more - almost like it’s an annual thing :) The more informed you are the more realistic the planning the cycle - especially in a new market transition cycle (here we go again!) Join Randy Wootton and Maxio break down all dimensions of growth and operations with data points across the SaaS market to build a plan rooted in market reality 🔥

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Join Ben Murray, The SaaS CFO, in this episode as he dives deep into the fundraising journey with Michelle Valentine. 🌟 Michelle shares her experience raising over $50 million from seed to Series B, emphasizing the importance of metrics, founder-investor fit, and high-quality investors. She offers practical advice for other founders embarking on their fundraising journeys. 📈 Key Takeaways: - Lessons learned from raising over $50 million from seed to Series B. - The importance of giving yourself a buffer period before actively raising funds. - Strategies for time-boxing investor conversations to avoid distractions. - Practical tips on maintaining focus and managing investor relationships. Tune in now to gain invaluable insights from Michelle's fundraising journey and elevate your own strategy! 🎧 Episode 141 is now available, links down below 👇 YouTube: https://lnkd.in/g2WK7krS Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #Podcast #Fundraising #InvestorRelations #BusinessStrategy #SaaSBusiness #MichelleValentine #StartupFunding #QualityInvestors #FounderAdvice #BusinessGrowth #SaaSInsights #Entrepreneurship #BenMurray #StartupJourney #VentureCapital #SeedToSeriesB #BusinessAdvice #FundraisingTips #PodcastEpisode #SaaSIndustry

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