Software Investing Resources
Table of Contents:
SaaS Canon — Foundational Materials
Becoming Technical
Arda Notes — Software Book and Talk Notes
1. SaaS Canon — Foundational Materials
a16z SaaS Manifesto:
Part 1 - Rethinking the Business of Enterprise Computing
Part 2 - It’s Time to Build a Real Sales Team
Part 3 - Departmentalization of SaaS
Business Model and Unit Economics:
Salesforce 2017 Investor Day Discussion — Growth Economics
Why We Like SaaS Businesses by Lead Edge
SaaS - Guide to Measuring and Improving what Matters by David Sok
Metrics Guide by Iconiq
Vertical vs. Horizontal SaaS:
The Rise of Vertical-Specific SaaS Vendors by Norwest
Lessons on Vertical SaaS Investing by Bessemer
Vertical Software Knowledge Project by Tidemark
Sales & Marketing
SaaStr
2. Becoming Technical (for Investors)
Link to original Twitter thread with more color
Primers:
Database Primer by William Blair
DevOps Overview by GitLab
Blogs:
YouTube Channels:
3. Arda Notes — Software Book and Talk Notes
These are not meant to be full book summaries but rather the highlights and takeaways from an investing lens.