PVC SaaS Index™ | Valuation Update Q2 2020 Aman Verjee 08.10.20 J-CurveLiquiditySecondary Companies are projecting to grow revenues this year at about 30% YoY and sport a forward multiple of about 12x.
VC Fund Secondary: Buy the Winning Ticket at Halftime Dave McClure Stephanie Shorter 07.13.20 J-CurveLiquiditySecondary Skip the J-curve. Buy at a discount. Cut the VC fund in half.
History of Public SaaS Valuations | PVC SaaS Index™ Aman Verjee 06.12.20 IPOPublic MarketsPVC SaaS Index Investors are paying higher multiples today for SaaS companies than at any other time in public SaaS trading history.
SaaS IPOs are Outperforming on the Rebound Aman Verjee 05.25.20 DownturnPublic MarketsPVC SaaS Index SaaS as a category has been among the leaders helping the market to retrace much of its losses of the pandemic-prompted downturn.
SaaS IPO Benchmarking | ARR at IPO Aman Verjee 05.14.20 Public MarketsPVC SaaS IndexValuation Revenue growth strongly predicts valuation multiple at the time of IPO. Since 2017, SaaS IPOs trade at an average 18x LTM revenues.
How Are 2019 SaaS IPOs Holding Up in the Downturn Aman Verjee 04.11.20 Public MarketsSaaSValuation Recent IPOs from 2019 have traded at higher multiples than the broader market because they typically have higher growth rates.