Convincing investors to see SaaS revenue as an annuity is a neat hat trick. “Software companies taste like chicken. (...) They’re selling different products, but 80% of what they do is pretty much the same.” buff.ly/2NDQqRj
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also wrote about vista equity at 25iq.com/2018/03/23/bus In fact his writings are how I found out abt constellation and vista
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