Adapt to the new world or feel the pressure



Price and distribution matters more than depth of product



A quick guide/primer for SaaS companies going out for their first institutional capital raise

1. Historical & Projected P&L

  • ARR Bridge (the first 5 lines) — investors want to see how much of the ARR is driven…

Something to learn from a fence in a road

  • [X] is not being done well. I am starting a company to do it better.
  • [X] should exist. I am starting a company to offer it.


And many successful companies will be built riding this wave



And other related complaints about ASC 606 accounting rules


A Primer

  • Expert networks…

Andrew Camel

Investing at Brighton Park

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