Private equity, activists, and usually passive investors are coming to rationalize software company’s spend and align the cost structure for future prospects. Investors want software/tech companies to strike the balance between growth and profitability. Historically,
Solid post and excellent points, as you might imagine, these are active discussions inside of all the SaaS companies (full disclosure, I work for Salesforce). Really appreciate the S-Curve point of view. Found you via Matt Slotnick's thread here: https://twitter.com/matt_slotnick/status/1617591860305793024
Jan 25, 2023·edited Jan 25, 2023Liked by Arda Capital
Super helpful. Any way to include the names of the companies included? And is each data point a different company or is the same company represented multiple times at different stages?
Each data point is a different a company at different stages of growth. Hard to include to labels on this one since it looks really messy but will see if I can publish in a tabular format in the future.
I don't think it's necessary to even label the points. Just having a footnote at the bottom of the chart with a list of the names/tickers would be perfect.
Solid post and excellent points, as you might imagine, these are active discussions inside of all the SaaS companies (full disclosure, I work for Salesforce). Really appreciate the S-Curve point of view. Found you via Matt Slotnick's thread here: https://twitter.com/matt_slotnick/status/1617591860305793024
Super helpful. Any way to include the names of the companies included? And is each data point a different company or is the same company represented multiple times at different stages?
Each data point is a different a company at different stages of growth. Hard to include to labels on this one since it looks really messy but will see if I can publish in a tabular format in the future.
I don't think it's necessary to even label the points. Just having a footnote at the bottom of the chart with a list of the names/tickers would be perfect.