Happy September All, Since the start of 2022, we have seen a massive shift in the valuations of tech companies. A lot of people bought tulips in 2020/2021 so there is definitely more focus on entry prices today. However, so far this year, M&A volumes have collapsed, IPOs have been scarce and funding rounds are few and far between. Public market pricing has changed but there are not enough private market deals getting done. As an investor, how do we know what to pay? Are private markets still paying 10x+ ARR or are we down to 5x? With so few deals out there it’s hard to calibrate. Fear not, I have a solution in the form of a virtual game, called “What Would You Pay?”
Novice Investor #23 - Virtual SaaS Pricing Game, Apple Magic Mouse Pro, Founder Stories
Novice Investor #23 - Virtual SaaS Pricing…
Novice Investor #23 - Virtual SaaS Pricing Game, Apple Magic Mouse Pro, Founder Stories
Happy September All, Since the start of 2022, we have seen a massive shift in the valuations of tech companies. A lot of people bought tulips in 2020/2021 so there is definitely more focus on entry prices today. However, so far this year, M&A volumes have collapsed, IPOs have been scarce and funding rounds are few and far between. Public market pricing has changed but there are not enough private market deals getting done. As an investor, how do we know what to pay? Are private markets still paying 10x+ ARR or are we down to 5x? With so few deals out there it’s hard to calibrate. Fear not, I have a solution in the form of a virtual game, called “What Would You Pay?”