SaaS Economics
SaaS Valuation Multiples: What Drives the Number
SaaS valuation multiples price growth durability, not current revenue. See how growth, NRR, gross margin, Rule of 40, and rates move the multiple.
#valuation
4 articles
SaaS Economics
Why SaaS Gross Margin Is Destiny
SaaS gross margin sets the ceiling on CAC payback, R&D budget, free cash flow, and valuation. See why 80% vs 55% margin builds two different companies.
IPO & M&A
AI Startup Valuation: Cost Structure Matters
AI startup valuation turns on cost structure: gross margin, inference compute, and who controls the cost floor. Why software multiples meet utility economics.
IPO & M&A
How to Analyze a SaaS IPO
How to analyze a SaaS IPO: score growth quality, retention, the path to profit, and valuation with a 5-test scorecard built from real S-1 filings.