379. 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers (Jim Andelman)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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How to Segment the Opportunity Set in SAS
SAS is even vertical SAS is a massive category. How do you break it down and segment the opportunity set? Ours is more sort of the, the, the founder collective approach to opportunities. We don't invest really unless we see existence of or good potential for net dollar retention above 100%. You can add customers linearly or flat and still grow geometrically.
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