SaaS Market

SaaS Market

The SaaS market has reset.

Deals underwritten on 20–30% growth and multiple expansion are now facing slower growth, tighter budgets, and lower exit comps. The gap between assumptions and performance is clear. Underperforming assets look the same: Growth isn’t enough anymore. It’s about the quality of growth — repeatability, pricing discipline, and cash conversion. The fix is operational: Product strategy […]

The SaaS market has reset. Read Post »

SaaS Market

From Growth to Cash Flow: The Repricing of SaaS

The SaaS market has repriced sharply. At the peak, investors paid 15x–25x forward revenue for growth, underwriting future profitability that, in many cases, never materialized. Today, that assumption has broken. Most SaaS assets now trade in the 4x–8x range, with subscale or lower-quality businesses clearing at 2x–5x, if they clear at all. Exit markets are

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