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Who captures the most value after the SaaS-acre? Enterprises or Startups?
Equity
The Inverse Relationship Between Valuation and Interest Rates
In many ways interest rates ultimately govern where multiples land, at least from a macro perspective. And so if your view is that we will go back to hyper low interest rate environment that's closer to zero, then sure you can make the argument that multiples will sort of go back to peak levels in 2020 to 2021. But in my view is thatWe are in an interest rate environment That's rising and rising at record speed. I highly doubt that we're going back to sort of that hyper low environment. In fact, we'll probably stabilize closer to what we saw in the pre pandemic period. So perhaps long term terminal rates closer to 3%.
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