the outlook of investment in b2b saas (tomasz tunguz, redpoint ventures)

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TOMASZ TUNGUZ PARTNER / REDPOINT TOMTUNGUZ.COM

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TOMASZ TUNGUZPARTNER / REDPOINT

TOMTUNGUZ.COM

IPOs + M&Ascompanies fundedbillion managed

INVESTMENT OUTLOOKFORSAAS

WHERE ARE WE IN SAAS

PENETRATION

KEY METRIC IN 2016:

PROFITABILITY

THE SAAS FUNDRAISING

MARKET IN 2016

-18%

-15%-26%

66% of Founders Believe in 2016

Fundraising Will be Somewhat or Much Harder

SERIES A BENCHMARKSOF

PREMIUM SAAS CO

Selection Bias: Premium SaaS Companies

Sample Size Bias: N is 10-15 per Year

NOTES

Projected 12 Month Rev Growth Rate Median: 4.9x

ROLE OF METRICSIN

VALUATION

Thank You