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April 2023
The B2C2B osmosis fueling AI's Cambrian moment
Distinct from prior AI waves where enterprises had front-row access, consumers are at the frontlines playing an outsized role in defining today's AI…
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Janelle Teng
1
Contextualizing the growth vs. profitability trade-off for cloud companies
Balancing growth with profitability is top of mind for many growth-stage SaaS companies. Is there an "ideal" Rule of 40 profile? What is a heuristic for…
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Janelle Teng
1
State of the Cloud 2023
The cloud economy has entered the multiverse—we share insights for SaaS founders as they navigate today’s difficult financing climate and welcome the…
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Janelle Teng
Unraveling stock-based compensation overhang in the SaaS industry (Part 2)
SBC is a hot-button issue in the cloud world today. Part 2 of this series covers a discussion on: valuation implications of SBC and managing SBC impact.
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Janelle Teng
5
March 2023
A CEO’s tactical guide to driving profitable growth
40 practices SaaS leaders can employ across their business to improve operational efficiency and profit margins.
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Janelle Teng
Unleashing the full potential of unstructured visual content with Coactive AI
Bessemer Venture Partners co-leads Coactive AI’s Series A, for a total of $14 million in funding, as they revolutionize the way the world derives…
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Janelle Teng
Retroactive predictability of 2023’s Black Swan: SVB’s risk mismatch in 10 graphs
Uncover the risk spiral within SVB’s balance sheet, specifically concentration risk in the liability book & duration risk in the asset book, which…
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Janelle Teng
February 2023
January 2023
Don't get IPObliterated: Preparing for the SaaS IPO window inflection
What do previous cycles indicate about when 2022's SaaS IPO winter might end? What can we learn from 2021's "IPObliteration"? Read on for ensuing…
1
Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain?
To avoid a down round, some founders may consider a structured financing to maintain recent valuation. Is this a silver bullet or simply kicking the can…
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Janelle Teng
2
December 2022
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