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Translating ICONIQ's R&D benchmarks into steady state cash flow
Was January a "green shoot" for SaaS Top of the Funnel (TOFU)? Or seasonal?
New: a Publicly Traded vs Private trend comparison.
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Analogies get better in a downturn. Plus my usual charts.

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Was this year-end seasonality or a red flag for SaaS Top of the Funnel (TOFU)?
Back from a hiatus and the collapse of Revue (thanks Twitter!), here is your sea of curated content
This is SaaSletter, an investing-oriented SaaS newsletter. With the shutdown of Twitter’s Revue newsletter service, we are moving to Substack. Look for…
The SaaS Demand Index (high-intent Google search data) has been updated through October 2022. Plus enhanced historical data.
KeyBanc 2022 Private SaaS Survey I can't believe I've been reading these for 13 years now. Full report PDF here. While there are many benchmarks worth…
I'm open-sourcing the first edition of a SaaS Demand Index. Plus the usual curated links.
Fewer takes, more links.
I'm back to publishing after a long hiatus.
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SaaSletter

An investing-oriented cloud + SaaS newsletter
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