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Matt Harney
6,508 posts
Matt Harney
@SaaSletter
- Some dilution + SBC math reminders from Morgan Stanley 1% of annual dilution lowers DCF value by: 7-9% for high growth 5-7% for moderate growth
- Excellent @MeritechCapital case study on Hubspot $HUBS multi-product execution: meritechcapital.com/blog/multi-pro… Some highlights: /1
- Good working capital math from @BreakingSaaS Annual billing reinvested creates 17% more ARR vs monthly billing in *one* year alone breakingsaas.substack.com/p/customer-eco…
- 👀 ran into this while prepping for a podcast "Ultimate List of 37+ VC & PE Firm Theses & Market Updates on Vertical SaaS" docs.google.com/document/d/1Vk…
- This @dalibali2 guide is legitimately good. And in a condensed way (i.e. vs MS Software 101 as my team onboarding resource: strong but long)
- OpenAI Financials via @coryweinberg theinformation.com/articles/opena… 👀👀👀 at the *actual* gross margins once you aggregate "below the line" line items
