481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Valuation Dynamics: Public vs. Private in SaaS
This chapter explores the divergent valuation realities of public and private markets in the SaaS sector, emphasizing the reliability of public market metrics. It discusses the importance for late-stage founders to engage with analysts and public investors to grasp how their companies will be valued over time, using Facebook's IPO as a key case study.
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