Focused on companies with $2mm+ of run-rate revenue and growth of 50%+. We value founders that are cash efficient, scrappy, and pragmatic. We're the anti-VC.
A nice connection just happened on https://t.co/lsjplmD3vi between a founder (OneFlo) and an investor (Framework). All B2B SaaS VC and founders are welcome, free
This graphic is from Frederik Pfisterer of https://t.co/qWPqY0lwgq. He used an an "onion shell model" to explain to his investors the role SaaS plays in an agentic world. We agree.
@RealNickMugalli yes, but take a look at growth of purchases of property and equipment. The growth is way more explosive, and the H2 burn there was $482mm
Very solid week for SaaS multiples. The space is starting to regain the respect it deserves. High growth SaaS now trades at 8.8x while the whole SaaS corpus (74 companies) trades at 5.3x. Data curtesy of https://t.co/LoCZq7T4cq