Is There a Flippining of the Data Sector?

Rob Buxton is a partner at AGC Partners where he specializes in the DaaS and SaaS capital markets.  Rob has completed over 300 financings and M&A transactions in his career. 

Rob and Auren dive into the recent trends in the data-as-a-service (DaaS) sector.  They break down the insights from Rob’s recent DaaS sector report and dig into what makes the great data companies great and the broader DaaS M&A landscape.  Rob walks through the different types of data companies out there, their respective competitive advantages and TAMs, and how the recent downturn has impacted the DaaS space. 

They also discuss when external data can benefit a company, what data readiness looks like, and why DaaS companies are so profitable at scale. 

Rob’s DaaS sector report can be found here: https://www.blackpeakcapital.com.au/wp-content/uploads/2022/06/AGC-DaaS-Mar-2022.pdf

World of DaaS is brought to you by SafeGraph. For more episodes, visit safegraph.com/podcasts.

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You can find Auren Hoffman on Twitter at @auren and Rob Buxton on LinkedIn.