Thomas Robb ☁️
3,207 posts
Thomas Robb ☁️
@BreakingSaaS
Husband. Vertical AI CFO/COO @SITETechnolog. Former @OneTrust + @Celonis + @MorganStanley. All opinions my own. Not investment advice.
- ☁ RPO Masterclass We're here to untangle the alphabet soup of SaaS terms From RPO to Bookings and Billings to deferred revenue How to understand $NOW timing comments 👇
- ☁ SaaS 101: Revenue Forecasting Forecasting revenue is hard SaaS is a whole new language 👇 Let's dive in
- ☁ Time to move beyond the SaaS Income Statement 2023 is about FCF 💰 I sat down with @willsheldonvc at @Accel to chat all things CAC payback, FCF and billings 3 big takeaways from a top VC 👇
- ☁️ 2021 Cloud Review Mega Thread In case we just met, my name is Thomas and I work in Corp Finance @Celonis I ❤ SaaS metrics, strategy and public markets Grab a ☕, stretch your 👍, this is a long one 5 trends I'm thinking about 🧵👇
- ☁ SaaS 101: Digging into SaaS FCF Everyone talks like they know what FCF is Very few do 👇 Let me help you (I use $DDOG as an example)
- ☁ Case study for ALL SaaS CFO orgs: SentinelOne $S restated historical ARR revealing MULTIPLE questionable internal processes and controls 📉 The stock tanked 35% and erased >$1.5B of market cap 👇 Don't let this happen to your team
- ☁ The next 5 years of vSaaS Investing w/ Bowery Capital 🔮I asked Mike Brown and @pw_mcgovern of @BoweryCapital to peer into their crystal ball From holding periods to exit strategies Here are the top 5 vSaaS trends for the next five years 👇
- ☁ Ready to get even SaaSier? @InvestiAnalyst and I are working on an SaaS 101 Workshop to go over the basics of analyzing $DDOG Francis will cover the business and I'll cover modeling. ~1hr each + live Q&A/networking Thoughts/Ideas? What should we cover?
- Did anyone catch this on the $DDOG investor day? "If I'm taking the example of the log management team, this is $0.5 billion business and it actually only has about 30 engineers working on it." F-ing wild
- ☁ Building the $DDOG Platform Datadog isn't shy about aggressively building out it's platform The famous chart of the company's path to 17 products (up from only 13 in 2021) 👇 5 big deals (and a bonus) they won in Q4 🧵
