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Fresh Insights

Our latest analyses and views on SaaS data, operational best practices, and the funding landscape.

Fresh Insights, Analyses, Musings & Observations

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Tomorrow's Venture Dollars Will Be Harder to Raise

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High Valuations, Flat Deals: Venture Capital's Selective Betting

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An Investment Banker's View of SaaS M&A Today

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Venture deal counts show a poor trend

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Taking your ICP and TAM seriously

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More Venture Dollars in Q2, in Fewer Deals

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The 7 commandments of SaaS pricing

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Learnings from the IPOs of Figma, ServiceTitan, Klaviyo, and Rubrik

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Stop Making Sector Experience a Hiring Requirement

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State of the Cloud in Q2 2025

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SaaS learnings from Figma's Prospectus

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One of our companies got acqui-hired, and it's our fault

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The Rule of 40 has Holes

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Profitability and M&A: What 37 Public SaaS Acquisitions Tell Us

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ServiceNow's Q2 earnings call insights

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The State of SaaS in Q2 2025

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Autopsy of a SaaS Death - Take the Interview

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Q2 2025 SaaS Multiples and M&A Volumes are Good

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SaaS at Scale: How Cash Efficiency Improves with Growth

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A Convo with a SaaS Sales Legend

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Targeting the Right SaaS Payback Period

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From Land to Expand: What Cohort Charts Say About Your SaaS Future

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B2C Multiples in Q2 2025

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International is your next leg of B2B growth

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