This Week in Startups

SaaS multiple compression, downturn outlook & advice for new VCs with Jason Lemkin of SaaStr | E1461

May 16, 2022

Join Jason Lemkin, founder of SaaStr and a SaaS investment expert, as he shares invaluable insights on surviving and thriving in a downturn. He offers essential advice for new VCs, focusing on how to assess quality revenue and avoid common pitfalls. The conversation dives into the future of SaaS investments and the importance of playing offense, even in tough times. Jason also touches on the dynamics of valuations and the significance of profitability, shedding light on opportunities and challenges in the evolving SaaS landscape.

01:12:53

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Episode guests

Jason Lemkin

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Episode notes

Intro

2min

Valuation Shifts in the SaaS Market

13min

Navigating Remote Collaboration and Shifting Investment Strategies

4min

Understanding Venture Capital: Revenue Quality and Investment Strategies

6min

Navigating SaaS Investments: Understanding Revenue and Market Trends

4min

Navigating the SaaS Landscape

5min

Navigating Advertising Changes and SaaS Opportunities

3min

Navigating the IPO Landscape

23min

Navigating Investment Challenges

11min

Jason and Molly chat with Jason Lemkin of SaaStr (01:44). They discuss: advice for new VCs (16:14), the future of SaaS investing (27:37), playing offense as investors (35:50), secondaries and more.

(00:00) Jason and Molly tee up today’s interview show
(01:44) Jason and Molly speak with Jason Lemkin of SaaStr
(14:59) Notion - Get started for free at https://notion.com/thisweekinstartups
(16:14) Jason Lemkin’s advice for new fund managers
(26:16) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(27:37) Will SaaS investments continue to be good?
(32:44) What makes Notion so good?
(34:44) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
(35:50) What does it mean to play offense? Why should you be playing offense now if you have the runway?
(39:35) Jason Lemkin’s predictions for the next year & advice for capital allocators/investors
(52:25) Are founder secondary sales a red flag?
(1:01:20) Strategies for investors in a down market

FOLLOW Jason Lemkin: https://twitter.com/jasonlk
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood

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