#SaaS week, Ep7⃣. Ending the SaaS week with this excellent document "Transforming your SaaS Business" from KPMG, that deep-dives into lot of related concepts and metrics. 👏
It's probably the best & most comprehensive/useful SaaS document I've come across so far.
Although it's geared towards the operating Co's, it also has tons of goodies to learn for Public Mkt investors who are heavily invested in this Sector or wants to learn more. 👍
Main (Delivery) differences between On-premise & SaaS.
2008 : The first Cloud/SaaS company I came across in the Market was $CRM (obviously), back in Dec'08 when it was at split adjusted $6.
Cloud has been a buzz word in Media for 2 years by then, but being a new investor, I didn't want to research a new trend when pretty much everything else (many strong/stable/profitable co's) was available for very low prices due to GFC .
#SaaS week, Ep4⃣. Nice presentation by @saasoptics on SaaS KPIs.👍
Although the presentation is geared towards SaaS Companies, it goes thru the purpose & definitions of some key SaaS metrics and why investors care about them.
Excellent presentation by @AlbionVC👏on framework for evaluating SaaS companies. Goes thru some of the qualitative criteria and the related metrics/analysis. Lot of useful info for Public market investors also.
Excellent White paper by @jwangARK👏@ARKInvest about the journey of SaaS so far, reasons for recent acceleration and the outlook for next decade. (I missed this when it came out in Aug).