Thanks so much for taking the time to get this organized Jamie! Just one question, on the GM Adjusted Payback is calculated as: (Previous Q S&M) / (Net New ARR in Q x Gross Margin) x 12, isn't this supposed to be - (Previous Q S&M) / (Net New ARR in Q x Gross Margin) x 4 as the numbers being considered are quarterly?
Also, would be possible to point to a place where we could look at these numbers for Series A / B / C Stage SaaS start-ups? I understand that this is great for evaluating mature companies that have crossed a specific threshold and I was looking to deepen my understanding for earlier stage SaaS cos.
Thanks so much for taking the time to get this organized Jamie! Just one question, on the GM Adjusted Payback is calculated as: (Previous Q S&M) / (Net New ARR in Q x Gross Margin) x 12, isn't this supposed to be - (Previous Q S&M) / (Net New ARR in Q x Gross Margin) x 4 as the numbers being considered are quarterly?
Also, would be possible to point to a place where we could look at these numbers for Series A / B / C Stage SaaS start-ups? I understand that this is great for evaluating mature companies that have crossed a specific threshold and I was looking to deepen my understanding for earlier stage SaaS cos.
Huge fan of the work that you do, thank you!