About This Substack

SaaSletter is an investing-oriented SaaS newsletter with a bias towards charts and data.

SaaSletter is a complement to my work as a Principal Analyst at Cloud Ratings, a boutique IT Analyst firm.

Our subscriber base is a mix of SaaS executives and investors (across VC / Growth / Private Equity / Hedge Funds / Equity Research / Family Offices).

We publish a monthly top-of-the-funnel SaaS Demand Index (example). The Index uses high buying intent search volumes (think “okta pricing”) across 340 SaaS companies to serve as a directional forward indicator, whether for financial analysts or SaaS marketers looking for top-of-funnel and MQL trend context.

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A chart-heavy cloud + SaaS newsletter


SaaS analyst at @CloudRatings. Previously in software PE.