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Forums Forums Entrepreneurship Forum How to scale: the T2D3 path

  • Tadhg

    February 3, 2021 at 7:11 pm

    Interesting read – would a SaaS-focused VC be overly concerned how CAC evolves as the company achieves scale? Or would they be satisfied seeing rapid and consistent ARR growth?

    • Aram

      February 4, 2021 at 3:00 pm

      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: