This Week in Startups

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

May 16, 2022

01:12:53

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Episode notes

Introduction

2min

The Rise and Fall of the Sasser Multiples

2min

The Multiple of the COVID IPO

4min

The Confounding Factor in the Stock Markets

3min

The Importance of Free Cash Flow in SaaS

3min

How to Be a Successful Startup Founder

4min

The Challenges of Momentum Investing

2min

How to Determine Quality of Revenue

4min

Micro Acquire: A Startup Acquisition Marketplace That Cuts Out Everyone in the Middle

4min

10.

The Tailwinds of SaaS

3min

11.

The Rise and Fall of Notion in Enterprise

2min

12.

The Bull Case and the Bear Case for SaaS

3min

13.

How to Deal With the COVID Hangover

4min

14.

The Importance of Focused Marketing

4min

15.

How to Sell Secondary and Distribute Shares

1min

16.

How to Sell Your Shares Before You Go Public

5min

17.

How to Stay Focused When You're Selling More in Secondary

2min

18.

The Importance of Secondary Liquidity

2min

19.

The Perception of LPs of SaaS Funds

3min

20.

The Future of Crypto and SaaS

2min

21.

How to Invest in a Down Market

5min

22.

The Importance of Discipline

2min

23.

The Easiest County to Work With

2min

24.

How to Be the Most Inclusive Event in Tech

2min

25.

How to Be an Inclusive Speaker at a Bitcoin Conference

2min

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