Saturday, December 15, 2018

There are over 100 SaaS unicorns. How long did it take them to get to $100 million in ARR?

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A few days ago I wrote that there’s more than one path to $100 million . I argued that while it’s awesome to see that some companies are abl...
Wednesday, December 12, 2018

There’s more than one path to $100 million

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A couple of years ago I wrote a post titled “How fast is fast enough?” . The subtext of the question was “How fast do you have to grow if yo...
Thursday, November 08, 2018

Founders: Please don’t allow anyone to screw your early backers

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Understanding the mechanics of founder re-ups in financing rounds This post will likely not make me more popular and might offend some ...
Sunday, May 13, 2018

10 Observations from Dropbox's S1

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In last week's post I shared some thoughts about Dropbox and why, although Dropbox is unquestionably one of the most amazing SaaS compa...
Friday, May 04, 2018

Dropbox, the ultimate Mouse Hunter

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I’m late to the party here, I know. Dropbox went public a bit more than a month ago and I’ve finally had a chance to take a close look at t...
Sunday, February 18, 2018

Quick thoughts about Blogger and Medium. Plus: The 2018 SaaS Funding Napkin!

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I usually use this blog when I write new posts. Occasionally I re-publish selected posts on our Medium channel . Lately, however, I've o...
Tuesday, December 05, 2017

We’re looking for an Associate

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I’m very excited to announce that we’re looking for a new Associate. In all modesty, I think that for a young, smart person who’s passiona...