Friday, May 01, 2015

6 things to pre-empt 90% of Due Diligence

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The founder of a portfolio company recently asked me what kind of numbers and other material he'll need when he goes into his next round...
6 comments:
Friday, April 24, 2015

Key Revenue Metrics for SaaS companies

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Thanks to  Nick Franklin  for reviewing a draft of this post! When I talk to SaaS startups and take a look at their metrics, it still hap...
6 comments:
Tuesday, March 31, 2015

Hyper-growth in SaaS

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Following his well-received guest post about cohort analysis , here comes another guest post from my colleague Nicolas . Enjoy! Status Qu...
5 comments:
Sunday, March 15, 2015

In God we trust, all others bring references

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In the last few weeks I talked to two entrepreneurs who both recently made a hire that didn't work out. In both cases I asked how t...
5 comments:
Wednesday, March 04, 2015

How fast is fast enough?

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Growth is the single biggest determinant of startup valuations at IPO , as my fellow SaaS investor Tomasz Tunguz concluded based on an analy...
1 comment:
Sunday, February 22, 2015

Why (most) SaaS startups should aim for negative MRR churn

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If you've followed my blog for a while, you know that I have a bit of an obsession with churn. Having significant account churn doesn...
6 comments:
Thursday, January 15, 2015

Announcing our investment in ChartMogul

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The big guy who's lifting Nick is Michael Hansen, Zendesk's first employee and a co-investor in ChartMogul As reported by TechC...
1 comment:

What's table stakes in SaaS, anno 2015

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Yesterday I shot off a Tweetstorm about some important developments that I'm observing in the SaaS world as we're entering 2015. Wh...
4 comments:
Monday, January 05, 2015

The #P9Family is hiring

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At the beginning of December we had the idea that it would be cool to put together a "recruiting advent calendar" with job opening...
Wednesday, December 24, 2014

2014 in the numbers – fun stats from the #P9Family

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It's that time of the year again, the blogosphere is full of reviews of the year that is coming to a close and predictions for the comin...
Tuesday, December 16, 2014

Introducing: The One-Slide Update Deck

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When we start to work with a new portfolio company, one of the things we always suggest is that in addition to (sometimes  lots of ) ad hoc ...
7 comments:
Saturday, December 13, 2014

A toast to all the great ones that we've missed

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Picture taken by "nlmAdestiny" One of the things that inevitably happens when you're in the angel or VC investing busine...
2 comments:
Monday, December 01, 2014

Reflections on the early days at Zendesk (part 2)

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This is part two of my post about the early days at Zendesk. The first part is here . Small, fragmented and no potential for differentiat...
3 comments:
Wednesday, November 26, 2014

Reflections on the early days at Zendesk (part 1)

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Yesterday I posted a brief review of Mikkel’s excellent book “Startupland” . For me, the book is also a good opportunity for some reflectio...
4 comments:

Startupland – How three guys risked everything to turn an idea into a global business

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As some of you may know, my friend  Mikkel , founder and CEO of  Zendesk , wrote a book. It’s called “Startupland: How Three Guys Risked Eve...
1 comment:
Friday, November 21, 2014

When deers morph into elephants, SaaS nirvana is nigh

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By now you’re probably sick of my infamous animal analogies . Sorry. But I just love them and want to resort to them one more time. :...