SaaS multiple compression, downturn outlook & advice for new VCs with Jason Lemkin of SaaStr | E1461

SaaS multiple compression, downturn outlook & advice for new VCs with Jason Lemkin of SaaStr | E1461

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Episode
562 of 1365
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1T 12M
Sprog
Engelsk
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Fakta

Jason and Molly chat with Jason Lemkin of SaaStr (01:44). They discuss: advice for new VCs (16:14), the future of SaaS investing (27:37), playing offense as investors (35:50), secondaries and more.

(00:00) Jason and Molly tee up today’s interview show

(01:44) Jason and Molly speak with Jason Lemkin of SaaStr

(14:59) Notion - Get started for free at https://notion.com/thisweekinstartups

(16:14) Jason Lemkin’s advice for new fund managers

(26:16) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist

(27:37) Will SaaS investments continue to be good?

(32:44) What makes Notion so good?

(34:44) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.

(35:50) What does it mean to play offense? Why should you be playing offense now if you have the runway?

(39:35) Jason Lemkin’s predictions for the next year & advice for capital allocators/investors

(52:25) Are founder secondary sales a red flag?

(1:01:20) Strategies for investors in a down market

FOLLOW Jason Lemkin: https://twitter.com/jasonlk

FOLLOW Jason: https://linktr.ee/calacanis

FOLLOW Molly: https://twitter.com/mollywood


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