Published inPoint Nine LandThe Agents Are Coming. Winter Is Not.Why brute force isn’t everything and why there might be a golden era ahead for AI startupsDec 31, 202412Dec 31, 202412
Published inPoint Nine LandWhy We Invested in Root GlobalIn the last few years, we’ve met a number of startups building carbon accounting, emissions management, and similar software products…Aug 21, 20241Aug 21, 20241
Published inPoint Nine LandClio’s Journey to $200M ARRLessons from one of the greatest vertical software companiesJul 30, 20242Jul 30, 20242
Published inPoint Nine LandRumors of the Death of Software are Greatly ExaggeratedOne of the topics we talked about at our LP day in Paris a couple of weeks ago was: Is SaaS dying? This was before this post about “The End…Jun 30, 20243Jun 30, 20243
Published inPoint Nine LandThe Art and Science of Figuring out Your CAC Payback TimeI’ve talked a lot about CAC/LTV, how to measure it, and why it’s such an important metric, especially for later-stage SaaS companies…Apr 3, 20242Apr 3, 20242
Published inPoint Nine LandWhere Are the Opportunities for New Startups in Generative AI?Sharing our mental model on gen AI in SaaSOct 25, 20235Oct 25, 20235
Published inPoint Nine LandWhat does it take to raise capital, in SaaS, in 2023?Unveiling the 2023 SaaS Funding NapkinSep 30, 20234Sep 30, 20234
Published inPoint Nine LandWill AI Accelerate Vertical SaaS Adoption?One of the lessons I, along with many other founders and investors, have learned in my roughly 15-year journey in SaaS investing is that…Sep 6, 20233Sep 6, 20233
Published inPoint Nine LandHow Much Should you Pay Yourself?Introducing the Founder Salary Calculator 2023Jul 21, 20237Jul 21, 20237
Published inPoint Nine LandThe P9 Guide to Cohort Analysis in SaaS (v0.9)Everything you always wanted to know about cohort analysis (but were afraid to ask)Jun 18, 202311Jun 18, 202311