David Klein, Co-founder and Managing Partner at One Peak on How the SaaS and Investing Market is Changing
Description
In this episode of the SaaS Revolution Show our host Alex Theuma is joined by David Klein, Co-founder and Managing Partner at One Peak, who shares his insights on how the SaaS and investing market is changing.
"1% increase in growth, the impact on valuation is the same as a 3% increase in profitability- even today. So growth is just valued at three times profitability, even today. And that number was about 12x in November 2021, so at the height of the bull market. So growth is, in our mind, still really important, and if you want to build a big business, you just have to grow. "
David shares:
- From resigning on the same day to where One Peak is today; $300M, $500M, and $1B funds
- What lies ahead for the European and American markets
- The shift from focusing on growth to profitability (and which is more important...)
- The the return of the series a and the series b, an uptick in consolidations, and shifting goalposts
- Bridge rounds - are they a necessary evil?
and more!
In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Marton Medveczky, Associate Partner at Flashpoint Venture Capital, who shares what exactly makes a founder investable in 2025.
"There is always a huge difference between talking to the founder and then doing your own...
Published 11/21/24
In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Palash Soni, Co-Founder & CEO at Goldcast, who shares his journey scaling the business to north of $10M in revenue.
"We realised that the market is probably in bigger companies because that's where we are getting...
Published 11/14/24