Software Investing Resources

Table of Contents:

  1. SaaS Canon — Foundational Materials

  2. Becoming Technical

  3. 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:

Vertical vs. Horizontal SaaS:

Sales & Marketing

2. Becoming Technical (for Investors)

Link to original Twitter thread with more color

Primers:

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.