INSUBCONTINENT EXCLUSIVE:
Hello and welcome back to our regular morning look at private companies, public markets and the gray space in between.Today, something short
First, that this time last year SaaS stocks were getting beat up
SaaS stocks probably made a number of 2019 IPOs possible
And, given that SaaS shares have recovered well as a group, that the 2020 IPO season should be active as all heck, provided that things
The Cloud Index is a collection of SaaS and cloud companies that are trackable as a unit, helping provide good data on the value of modern
value of SaaS companies as they grow; if the index falls, it implies that revenue multiples are contracting amongst the public comps of SaaS
startups.*Ultimately, startups want public companies that look like them (comps) to have sky-high revenue multiples (price/sales multiples,
That helps startups argue for a better valuation during their next round; or it helps them defend their current valuation as they grow.Given
Please excuse the annotation fidelity as well:
