Startup (SaaS Specific) Metrics Broken Down with Model Attached

Startups, and SaaS ones in particular, have a unique set of key performance indicators ("KPIs") that help investors track performance. There are a ton of resources online that explain the definitions / how to calculate these metrics, but I thought it would be helpful to build it out in a model where you could tinker … Continue reading Startup (SaaS Specific) Metrics Broken Down with Model Attached

How to Think About Cap Tables, Funding, Ownership, & Valuations

A friend was going through case studies at a venture firm and one of the questions asked how he would think about financing / funding. The case study attached an equity cap table. Although I've seen cap tables previously, they've primarily been for liens of debt. This is a different ball game. It's not about … Continue reading How to Think About Cap Tables, Funding, Ownership, & Valuations

How to Build Revenue Models for SaaS Companies

WORK IN PROGRESS  I've built my fair share of DCFs and LBOs in the last few months of banking. Really on the job, it's just plugging numbers into an excel which then outputs some answer you export onto PowerPoint. But thought it would be helpful to learn how to model out SaaS economics. Revenue Model  … Continue reading How to Build Revenue Models for SaaS Companies