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SaaSletter - Fresh Data + Curated Links
Featuring RepVue, Insight Partners, ICONIQ, Dave Kellogg, Notion Capital, and ChartMogul
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Matt Harney
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SaaSletter - April 2023 SaaS Demand Index
Plus indicators from Gartner, RepVue, and Scale Venture Partners
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Matt Harney
1
SaaSletter - March 2023 SaaS Demand Index
Plus new podcasts and category quadrants from Cloud Ratings
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Matt Harney
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SaaSletter - March 2023 SaaS Demand Index
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SaaSletter - New Feb'23 SaaS Demand Index
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3
SaaSletter - Cost Discipline Post SVB
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SaaSletter - April 2023 SaaS Demand Index
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1
SaaSletter - R&D Engineering -> Financial Engineering
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SaaSletter - Cost Discipline Post SVB
With fresh spending data from Brex through *March 2023*
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Matt Harney
SaaSletter - New Feb'23 SaaS Demand Index
New: a Publicly Traded vs Private trend comparison.
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Matt Harney
3
SaaSletter - R&D Engineering -> Financial Engineering
Translating ICONIQ's R&D benchmarks into steady state cash flow
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Matt Harney
SaaSletter - New Jan'23 Demand Index Data
Was January a "green shoot" for SaaS Top of the Funnel (TOFU)? Or seasonal?
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Matt Harney
SaaSletter - Mass Extinction + Embalming Fluid
Analogies get better in a downturn. Plus my usual charts.
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Matt Harney
SaaSletter - Weakish Dec'22 Demand Index Data
Was this year-end seasonality or a red flag for SaaS Top of the Funnel (TOFU)?
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Matt Harney
SaaSletter - Now On Substack
Back from a hiatus and the collapse of Revue (thanks Twitter!), here is your sea of curated content
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Matt Harney
SaaSletter
SaaSletter
An investing-oriented cloud + SaaS newsletter
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