I’ve written several articles over the last few months on institutional readiness. One focused on SaaS due diligence preparedness. Another on the value of process and documentation. And yet another on the strategic and organizational implications of preparing a SaaS to be acquired in the future. Back in April, I wrote about the perils of revenue recognition, […]
SaaS Investment Bankers Best Practices
Read, listen and watch SaaS investment bankers best practices for founders and leaders of growing technology companies. Join SaaS co-founders and operators Justin and Anna Talerico for capital-efficient sales, marketing, customer success, culture and liquidity guidance.
If you’re expecting to give birth to a deal in SaaS, you’re expecting due diligence. And if you haven’t been through it before, SaaS due diligence may be more burdensome than you might think. Then again, maybe it will be less onerous than you’re expecting. I seriously doubt the latter, but anything is possible. Your […]
Justin recently shared his perspective on selecting an investment banker. He was on the front lines of finding and working with, our investment bankers at our last company. By proximity, I was often around during his conversations or meetings with the various bankers he was considering. I wanted to share some of the things I […]
First of all, we probably (umm definitely) engaged our investment bankers a bit late. But here’s how that process went down and how we made our decision.