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Managing Investors, Budgets, and Expectations w/ CJ Gustafson
A SaaS101.Live Interview
Mar 4
•
Thomas Robb
7
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Managing Investors, Budgets, and Expectations w/ CJ Gustafson
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February 2024
☁ $PANW: Where's the Billings?
Answer: They're being financed
Feb 28
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Thomas Robb
6
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☁ $PANW: Where's the Billings?
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2
☁ $DDOG: Derisking the Growth Story
Simple Products + Unified Platform = Juggernaut
Feb 23
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Thomas Robb
8
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☁ $DDOG: Derisking the Growth Story
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☁ AI Pricing vs. Efficiency Gains
LAST DAY: 30% off SaaS + Cyber Bootcamp
Feb 6
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Thomas Robb
6
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☁ AI Pricing vs. Efficiency Gains
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January 2024
☁ Interest Rates and SaaS Multiples
Diving into Risk and Fundamentals
Jan 22
•
Thomas Robb
16
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☁ Interest Rates and SaaS Multiples
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November 2023
☁ ARR Book 101: NRR, GRR, and Renewal Rates
+ Interactive Worksheet
Nov 28, 2023
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Thomas Robb
2
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☁ ARR Book 101: NRR, GRR, and Renewal Rates
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☁ How to Build an ARR Book (Part 1)
+ Worksheet to Build your own SaaS "Leaky Bucket"
Nov 13, 2023
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Thomas Robb
2
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☁ How to Build an ARR Book (Part 1)
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SaaS X-Ray and IPO Markets w/ Stan Zlotsky (Pendo.io)
Disruption = Growth, Spreadsheets vs. Real life, and Building better SaaS Cos
Nov 9, 2023
•
Thomas Robb
5
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SaaS X-Ray and IPO Markets w/ Stan Zlotsky (Pendo.io)
breakingsaas.substack.com
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September 2023
☁ Benchmarking 101
LAST CALL: SaaS Bootcamp + Guest Speaker List
Sep 11, 2023
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Thomas Robb
4
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☁ Benchmarking 101
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☁ God Bless Klaviyo
$650M+ ARR // $15M cumulative Burn // Founder owns 38.1%
Sep 1, 2023
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Thomas Robb
12
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☁ God Bless Klaviyo
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August 2023
☁ SaaS Revenue 101
Internal vs. External Forecasting
Aug 23, 2023
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Thomas Robb
9
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☁ SaaS Revenue 101
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☁ "Nobody wants a Hiroshima moment"
Checking in on Responsible AI, AI Governance, and LLM Security
Aug 15, 2023
•
Thomas Robb
3
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☁ "Nobody wants a Hiroshima moment"
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