https://xitter.cf/t.co/cOVEjxSO51 is a Silicon Valley secondary fund run by @DaveMcClure @AmanVerjee @LadyChutzpa @aFehrenbacher | a very bad VC podcast: @TradingVCs 💩
Silicon Valley
Joined December 2017
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Q2/23 summary highlights:
- avg SaaS @ 7.4X EV/LTM
- up from 6.1X at end Q4/22
- median multiple still < 10yr avg
- avg public SaaS co’s trading at a discount to overall S&P 500
highlights:
- Q1/23 avg 6.9X EV/LTM #Saas
- up from 6.3X Q4/22 (5 yr low)
- historical range 6-9X (2014-2019)
- Q1/23 avg +24% YoY growth
- top quartile +38% YoY growth
- top quartile 10.8X EV/LTM
The @PracticalVC Q1/23 #Saas index report is now out:
practicalvc.com/pvc-saas-ind…
by @AmanVerjee #PracticalVC
The Year of Efficiency, or How I Learned to Stop Worrying and Love The Big Layoff(s) in Silicon Valley
by Aman Verjee @PracticalVC
practicalvc.com/the-year-of-…
the @PracticalVC Quarterly #Saas Index Update (Q1/22): practicalvc.com/pvc-saas-ind… by Aman Verjee
highlights:
• current Saas multiple 11X EV/LTM
• median -40% from 18X late 2021
• hardest hit groups were:
1) fastest growth
2) small cap
3) least profitable
Tech and Venture Capital in the Time of Corona - webinar with insights from both sides of the pond. Big thanks to @isomercapital for playing!
#VC #venturecapital #fundsecondary #saasIPO
youtube.com/watch?v=OcMWyB2p…
