Investing Archives

Investing

AI-Native vs AI-Bolted-On: How Buyers and Acquirers Are Telling Them Apart in 2026

How SaaS buyers and acquirers are separating real AI-native companies from incumbents with AI features bolted on. The 2026 diligence playbook.

The 2026 SaaS Exit Playbook: How Prepared Founders Win the IPO Window and the M&A Boom

Investing, Money

On July 31, 2025, Figma opened at $85 against a $33 IPO price and closed its first day up roughly 250 percent, the largest first-day pop for a billion-dollar IPO on record. Inside SaaS boardrooms, that print rewired the conversation about exits overnight. The question...

Real-Time Pricing Infrastructure for Private Markets: Tomas Milar on Eqvista’s $4T Valuation Engine

CEO Insights, Investing, Money, SaaS Spotlight

For most private companies in 2026, equity has a pricing problem. A startup can raise at one number, grant employee options at another, mark portfolio value at a third, and clear a secondary transaction at a fourth, all in the same quarter, all defensible, and all...

The Cybersecurity SaaS Premium: Why Security Vendors Command the Highest Multiples in 2026

Industry, Investing, Technology

Cybersecurity SaaS now commands 2x to 4x the median software multiple. Inside the data, the mega-deals, and why platformization is widening the gap.

The Rule of 40 Reimagined: How Capital-Efficient SaaS Is Winning Valuations in 2026

Industry, Investing

The Rule of 40 is no longer one number. Inside the 2026 reweighting, the Rule of X, AI-era adjustments, and the new bar for capital-efficient SaaS.

Unlocking SaaS Value: Metrics, Multiples & the Road to a Premium Exit – An Interview with John Mecke

Business, Investing, SaaS Founders, SaaS Spotlight

John Mecke has spent over three decades in enterprise software. He ran professional services at KnowledgeWare, led business development at Sterling Software (where he participated in sixteen acquisitions worth more than $300 million combined), and now advises...

SaaS International Expansion: What Actually Moves the Revenue Mix

Business, Industry

Atlassian collected $2.69 billion in EMEA revenue in the fiscal year that ended June 30, 2026. Germany alone accounted...

Open Source SaaS Monetization: The License Was Never the Product

Business, Technology

On May 1, 2025, Redis put its core database back under a license the Open Source Initiative recognizes. CEO Rowan...

Developer Experience Metrics Are Reaching the SaaS Board Deck

Business, Technology

Ask a software engineer whether AI made them faster this year and 84% will say yes. Ask their VP of engineering to put...

SaaS Reliability Is Now a Pricing Lever, Not a Cost Center

Business, Technology

At 11:28 UTC on 18 November 2025, a configuration file inside Cloudflare's bot management system grew past the size...

SaaS Data Residency: The New Enterprise Revenue Lever

Business, Technology

Atlassian closed fiscal 2026 on June 30 with $6.57 billion in revenue, 26% growth and an 85% GAAP gross margin. It...

GTM Engineering: How SaaS Companies Are Rebuilding Pipeline

Business, SaaS Growth Hacks

SDR quota attainment hit a record low while pipeline per rep climbed 34%. Inside the GTM engineering shift rewiring how SaaS companies build pipeline.