CFGI’s Post

Great data nuggets on SaaS IPO environment by ICONIQ Capital. We specifically liked the EV/NTM correlation. Thanks for sharing! https://lnkd.in/eGSQsduR #datadrivenvc #investtech #venturetech #venturecapital #venturedata #investmentstrategies #investmentdata

📈 Exciting insights into the ever-evolving SaaS IPO landscape! As we navigate through 2024, understanding the metrics that matter is crucial for companies eyeing public offerings. This report dives deep into the market realities and the shift toward profitable growth. Check out the key takeaways and strategic considerations for companies in this dynamic environment. #SaaS #IPO #MarketInsights https://lnkd.in/gcZhzfH6

Adtech investment trend alert:📈 LiveRamp's recent acquisition of Habu for $200 million signals a strategic move in the adtech industry, highlighting the increasing importance of post-cookie and privacy-compliant solutions. This acquisition positions LiveRamp as a leader in the evolving adtech landscape, where the demise of third-party cookies has prompted a search for innovative alternatives. 💡This acquisition is likely to catalyse a wave of M&A activities in the industry, where companies with advanced technologies and privacy-centric solutions become sought-after targets. As the adtech sector navigates the cookie-free landscape, the focus on compliant customer data platforms like Profila will play a pivotal role in shaping the industry's future. Investors are increasingly recognising the strategic value of companies that address the challenges posed by evolving privacy regulations, positioning Profila and similar platforms as key players in the next phase of digital advertising. #profila #customerexperience #marketingofthefuture #zerosurveillance #zeroknowledgeadvertising https://lnkd.in/dnaeBTJ2

👋 Have you explored our latest report, Decoding the SaaS IPO Landscape: The Metrics that Matter and the Market Realities of 2023 and Beyond? We believe profitability is emerging as a crucial element to IPO success in 2024 and beyond. Read the research here ➡️ https://bit.ly/3UCidXm

As we transition into 2024, we believe the SaaS landscape is experiencing a paradigm shift toward efficient growth, with profitability emerging as a crucial element for IPO success. 🚀 Our annual IPO study offers insights into the metrics steering public multiples and provides strategic considerations for companies navigating the path to public offerings amid evolving market conditions. Download here ➡ https://bit.ly/3UCidXm

An excellent (and very relevant) report from ICONIQ Growth about the shift from a GAAC (Growth At All Costs) mindset in SaaS, towards efficiency metrics.

This seems bigger than Microsoft trying to acquire Steam.. How can small and midsized business compete in a society that allows for huge enterprises to acquire huge industry leading businesses? Acquisition is the path for many startups, but this is a surprising acquisition for such an established company What do you think, should acquisitions of big industry leaders be allowed for such massive organizations? Is anyone happy about this acquisition? Sidenote, I like that Google had to sell it's domain division to Squarespace forcing my domains to a provider I did not choose ... but they are cleared to acquire HubSpot 🙄 https://lnkd.in/gJprZXbQ #acquisition #google #hubspot

Great analysis on what matters for a successful IPO

Insight's acquisition of SADA is a game-changer for digital transformation and innovation. Learn more about SADA, An Insight company CEO Tony Safoian's thoughts on the acquisition and Insight's commitment to driving positive change. http://ms.spr.ly/6043YyWoW

Insight's acquisition of SADA is a game-changer for digital transformation and innovation. Learn more about SADA, An Insight company CEO Tony Safoian's thoughts on the acquisition and Insight's commitment to driving positive change. http://ms.spr.ly/6046YKRpi