Redpoint InfraRed
Redpoint Ventures just released 1) an infrastructure stock index with NASDAQ, 2) their list of the top 100 private infrastructure companies, and 3) a strong 38-slide deck on the merits of infrastructure vs application platforms.
Full Redpoint InfraRed here. (No email required)
A few screenshots below - with my full excerpts Twitter threaded here.
RepVue Sales Cycle Data (n=12k)
Sales cycles largely up 2% - 5% in 2023:
Curated Links
WSJ on demand from software buyers for ROI-linked pricing: “Companies Look to Pay Tech Vendors Based on Business Outcomes, Not Usage”
Relatedly, Ryan Walsh (RepVue Founder/CEO) and @DealConfession (a good sales Twitter follow!) with their sales takes on ROI: Ryan here, DealConfession here + here
Nice charts + takes on new logos vs retention from Next Big Teng : “Land vs. Expand: Growth formula shifts during downturns”
ICONIQ Capital continues to release comprehensive compensation benchmarks:
For Customer Success Comp - my report highlights
For Marketing Comp - my report highlights
Good pre-IPO secondary market data from CapLight (via Zain Rizavi)
Increasing returns to scale applies to M&A (via Berkery Noyes):
Cloud Ratings Content
We recently initiated coverage of two categories: Partner Relationship Management (PRM) Software and Subscription Management Software
We’ve launched a new investor-oriented podcast branded “Cloud Returns” - the tagline: “Cloud Returns covers ALL types of software investing, whether seed, VC, growth equity, private equity, debt, and public markets.”
Our first guest: Patrick McGovern from Bowery Capital where we focused on vertical SaaS at the seed stage:
