Lifestyle Company

Do You Have A Lifestyle Company?

Sep 12 2018

A lifestyle company is a business operated with the purpose of providing a level of income or particular lifestyle for its Founder. There is nothing wrong with having a lifestyle company, but the founder/entrepreneur must understand that the “lifestyle company” mentality does not fully align with building enterprise value or creation of a sellable company.  […]

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SaaS Revenue Recognition Basics

How to Turn SaaS Revenue Wreckognition into Recognition

Sep 11 2018

SaaS revenue recognition is critical to understanding, managing and valuing the business. Rev rec must be timely, accurate, consistent and auditable to be a reliable management tool. Strategically, deferred revenue has sizable implications on how cash in the business is managed and invested. This is a CEO’s look at revenue recognition, not a CPA’s look […]

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SaaS Growth Strategy: Investment vs Profit Taking

Sep 06 2018

I was often a self-funded founder whose SaaS growth strategy needed to include profit, as that was how my co-founders and I paid ourselves. When you’re growing a SaaS in a cutthroat sector like martech, taking investment capital out of the growth machine in the form of profit must be done judiciously and intentionally. If […]

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Zane Tarence Featured on How to SaaS Podcast

Sep 05 2018

Zane Tarence, Managing Director of Founders Advisors, was recently featured on the How to SaaS podcast. During the episode, Zane discussed the 5 critical factors private equity investors analyze when investing in SaaS companies. How To SaaS is a go-to podcast for growing your cloud software company. The host, Shiv Narayanan, is also CMO of Wild Apricot, […]

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Institutional Readiness Begins with Process

Aug 27 2018

Diligence is grueling and putting much higher demands on the institutional readiness of SaaS companies. Investors, buyers, and bankers want more validation, more interviews, more data, more backup and more assurances that their money is being allocated wisely. Risk mitigation impacts everything. SaaS business processes are more valuable than ever. SaaS Institutional Readiness And that’s just […]

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SaaS’s Dirty Word: Services

Aug 15 2018

SaaS services are often devalued. Even recurring services are way down the valuation curve. In some cases, this disdain for services may be warranted. In others, it’s misplaced. SaaS’s dirtiest word isn’t really all that dirty. Unfortunately, the market’s reluctance to fully value services in SaaS companies can push some founders and CEOs away from […]

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Building Your SaaS to be Acquired

Aug 01 2018

As the CEO of ion interactive, I began building to be acquired a full five years prior to being acquired. We were in the highly competitive enterprise martech space and needed to: differentiate the company strategically; align the product with the right partners through integrations; audit financials for accuracy and accountability; and evolve operations with […]

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