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Page 1: The outlook of Investment in B2B SaaS (Tomasz Tunguz, Redpoint Ventures)

TOMASZ TUNGUZPARTNER / REDPOINT

TOMTUNGUZ.COM

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IPOs + M&Ascompanies fundedbillion managed

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INVESTMENT OUTLOOKFORSAAS

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WHERE ARE WE IN SAAS

PENETRATION

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KEY METRIC IN 2016:

PROFITABILITY

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THE SAAS FUNDRAISING

MARKET IN 2016

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-18%

-15%-26%

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66% of Founders Believe in 2016

Fundraising Will be Somewhat or Much Harder

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SERIES A BENCHMARKSOF

PREMIUM SAAS CO

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Selection Bias: Premium SaaS Companies

Sample Size Bias: N is 10-15 per Year

NOTES

Projected 12 Month Rev Growth Rate Median: 4.9x

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ROLE OF METRICSIN

VALUATION

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Thank You


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