There is, in fact, such an absurdly high of demand for this business by buyers (see the thread for examples) that I think it is going to bootstrap a supply chain for them.
We're already seeing strong inklings of it in the MicroConf community.
h/t @tylertringashttps://twitter.com/artzandy/status/1196519171393081344 …
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What does a supply chain look like for software companies? Well, think of how YC/angels pass companies to Series A firms pass them to ... pass them to an IPO. Particularly concentrate on early stages there around e.g. market selection, prototypes, meat-and-potatoes execution.
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If you think that the rate limiter is simply engineering hours, then you'd want the supply chain to all be in-house at a company which you control, where you pay teams of W-2 engineers to ship 8 SaaS companies a year and sell 6 of them in year 3. I bet rate limiter is founders.
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In which case supply chain looks like people identifying would-be founders, staking them with enough money to get the ball rolling, and educating them about exit options at the appropriate time for their circumstances.
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"Sketch the math out for me." You could imagine a hypothetical SaaS company with 1 to 2 co-founders going through ~$100k of living expenses before revenue came in, covering reasonable engineering salaries after 12~18 months, getting to $500k profit on $1.5M ARR in 3~4 years.
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That company is probably worth $2 million to a PE buyer; more if the growth rate looks attractive.
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End of conversation
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