Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021. Anything AI related has always been “hot,” but it has really hit a fever pitch in the last few months. What’s most interesting about this, is a lot of the darling AI companies from last year have really slowed down, but everyone seems to have forgotten this and is ready to “find the next big thing.”
I'd be interested to know if you have been tracking marketing and sales spend as a percentage of revenue for Saas over the last few years aka the sales efficiency ratio. If so how has it trended and are there correlations with other metrics such as NRR, net new ARR and the valuation multiples you track.
I'd be interested to know if you have been tracking marketing and sales spend as a percentage of revenue for Saas over the last few years aka the sales efficiency ratio. If so how has it trended and are there correlations with other metrics such as NRR, net new ARR and the valuation multiples you track.
Thanks for the update/insights. Much appreciated.
Fabulous insight into the froth in the AI space from the lens of venture funding. Love it, Jamin!
The "shades of 2021" commentary was gold! Thanks for that