Software Investing Resources

Table of Contents:

1. SaaS Canon — Foundational Materials

2. Becoming Technical

3. Arda Notes — Software Book and Talk Notes

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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

• Best of Kellblog

• 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:

• Technically

• ByteByteGo Newsletter

YouTube Channels:

• Harvard's CS50's Computer Science for Business Professionals

• Traversy Media

• Netflix Microservices Talk

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.

• Highlights from Softwar by Matthew Symonds