Generative AI Takes On Vertical Software – Fault Lines Appear
I began reading about it last year. In dribs and drabs, articles appeared noting how adept generative AI systems had become at producing workable scripts
January 14, 2024
Bravo Orlando! Bravo!
Amid another week of chaos in the US banking sector, a market watcher could be forgiven for not having his or her attention captured by
May 7, 2023
EBITDA is for Kids
The smart money saw this coming in late 2021. In particular, hedge funds and growth equity firms that saw the top blowing off public market
February 5, 2023
When Market Forces Collide, New Market Dynamics Appear
It was the reporting of two occurrences this week that, taken together, took the honor of ‘the week’s most interesting’. In an unusual move –
December 11, 2022
As Corporate Paper Goes, So Too Shall M&A
This week’s global bond market convulsions were dizzying, leaving investors with much to ponder. The Bank of England jolted global markets on Wednesday with its
October 2, 2022
The Heavenly, ‘Unholy’ Union btw Debt & SaaS Startups
Heading home from my first in-person SaaStr event in the San Francisco Bay Area this week, I was struck by a trend that continues to
September 18, 2022
Stripe Cuts Internal Valuation By 28%
Privately held fintech and payments/payments orchestration giant Stripe let it be known to employees on Friday that its board approved a new independent 409A, internal
July 15, 2022
Fintech CredAvenue Acquires 82% Stake In SaaS Startup Corpository
CredAvenue, a fintech unicorn specializing in corporate debt solutions, has purchased an 82% stake in SaaS startup Corpository through a combination of primary and secondary
May 7, 2022
SaaS Startup Wing Emerges From Stealth
Wing Security, an Israel-based SaaS security startup, recently emerged from stealth with $26 million in seed and Series A funding. Participants in the rounds include
April 5, 2022