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SaaS multiple compression, downturn outlook & advice for new VCs with Jason Lemkin of SaaStr | E1461
This Week in Startups
The Challenges of Momentum Investing
It was a very easy playbook to say, Hey, what did Sequoia, whoever successful got a great track record? What did they invest in? And then offer that founder, double the valuation. That's exactly the same as people buying into Kathy Woods, Arc Fund, right? It's just going crazy. So it can't not go up buying into board apes. But you never ask yourself, what's a board a worth or what's in Kathy Woods portfolio? Then drilling down into those specific investments and saying, okay, well, what's the zoom's actual revenue? What's the multiple?
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