Annual contracts are cool, but what if you could bundle and sell cohorts of your subscriptions for their risk-adjusted lifetime value? HT @mike_seekwell
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“Misallocated how?” The SaaS company cares very little about this contract’s revenue in year 8 but a pension fund does; the pension fund has a reserve that could be employing programmers instead; let’s trade.
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1) Would a less direct way be for pension funds to buy shares in (or loan to) Constellation Software or other SaaS focused PE firms? 2) Seems like
@earnestcapital is in a good position to facilitate these sort of transactions.
End of conversation
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yeah, the idea was to "securitize" SaaS cohorts, similar to what got us into mortgage crisis, so should be fun!
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Here's rough return calculator for any nerds
interestedhttps://docs.google.com/spreadsheets/d/19JRqJjXkGDWtvZaUJJtyPiQWeQoTkHWVkMUOjWqYL2w …Thanks. Twitter will use this to make your timeline better. UndoUndo
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