Predictions
Complete version, see note [1] for details. Yikes, I'm a few weeks later than usual and now slipping into February, so let’s jump right into our ninth annual predictions post before it's too late to publish. A quick reminder that I do these for fun
HR
Just a quick post to highlight my recent appearance on the AI and the Future of Work podcast hosted by my friend Dan Turchin. I joined Dan to discuss my work-in-process 2023 predictions post (which I really need to get finished in the next week). We start out by reviewing
Management
Here are the slides from the Balderton Capital webinar I did today with Michael Lavner, entitled How to Emerge Stronger from the Downturn than You Went In. We discuss: * The importance of how founders/CEOs frame challenges to the organization. * What we mean by "stronger." * Focus, how to
Boards
I’ve been CEO of two startups and on the board of about ten. That means I’ve presented a lot of operating plans to boards. It also means I've had a lot of operating plans presented to me. Frankly, most of the time, I don’t love
Management
KeyBanc Capital Markets (KBCM) recently published their 13th annual private SaaS company survey. This post has three purposes: to let you know it's out, to provide you with a link so you can get it, and to offer some quick takeaways on skimming through the results. The first
Metrics
Just a quick post to share the slides of a presentation on leading, lagging, and predictive indicators that I gave at the recent Foundry CFO Summit. * It starts with a discussion of the importance of leading indicators, particularly as we head into an uncertain business environment. * It discusses go-to-market funnel
GTM
Just a quick post to share the slides I presented at SaaStock Dublin today on driving go-to-market (GTM) efficiences over the coming 24 months. I chose this topic because extending runway is on everyone's mind and -- because it's usually the single largest contributor to overall
Metrics
A guy walks into a bar and orders a $17 Martini. Is it MRR (monthly recurring revenue)? The potentially surprising answer: maybe, and often yes. * If he's a tourist who happened to walk in, then no, it's not MRR. * If he's lived here for
Marketing
Just a quick post to share the slides for the presention I gave today at SaaS Metrics Palooza, entitled You Can't Fix a CAC Payback Period: The Operator vs. Investor View of SaaS Metrics. (For those with Slideshare issues, Google Drive share is here.) The presentation discusses: * The
Churn
The other day I was looking at an ARR bridge [1] with a young finance ace. He made a few comments and concluded with, “and net revenue retention (NRR) is thus 112%, not bad.” I thought, “Wait, stop! You can’t calculate NRR from an ARR bridge [2].” It’s
Management
Just a quick post to share the slides I used at a recent SaaStock member workshop on Rising to the Challenges of US Expansion. Thanks to those who attended -- everyone had great questions and feedback. My favorite was roughly: "listen to Dave, I literally have made every one
Leadership
To adapt Julius Caesar's famous opening line of the Gallic Wars: marketing as a whole is divided in three parts. * Product marketing (prodmkt), responsible in a word, for the message and how well it resonates with customers in the market [1]. * Demand generation (demandgen), responsible in a word,