-
Thanks for the thoughtful question Tadhg. SaaS investing is sometimes called “spreadsheet investing” because you need a couple of data points and you almost know if you’re going to invest, and at what valuation. They are LTV, CAC, monthly MRR growth, Churn and a few others depending on the business model. You can refer to SaaSTr for more on this: https://www.saastr.com/