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3 investors discuss the state of SaaS investing in 2020

Yesterday during Disrupt 2020 I sat down with three investors who know the SaaS startup market very well, hoping to get my head around how hot things are today. Coming on the heels of the epic Snowflake IPO (more to come on that in this weekend’s newsletter), it was a great time for a chat.

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I’ve boiled our 40-minute discussion down to my favorite parts, getting you the goods in quick fashion.
3 investors discuss the state of SaaS investing in 2020
What follows are notes on:



how fast the SaaS investing market is today




why Snowflake priced where it did and what that tells us about today’s market




how SaaS companies are seeing different growth results based on their sales motion




why some private-market SaaS multiples can get so high




which software sectors are accelerating




and what I learned about international SaaS.



There are more things to pull out later, like the investors’ thoughts regarding diversity in their part of the venture world and SaaS startups, but I want to give that topic its own space.
So, into today’s SaaS market with an eye on the future, guided by commentary from Canaan’s Maha Ibrahim, Andreessen Horowitz’s David Ulevitch and Bessemer’s Mary D’Onofrio.

Inside SaaS


To help us get through a good bit of the written word without slowing down, I’ll introduce an idea, share a quote and provide a little commentary. This should be good fun.
See also:
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