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I think B2B SaaS is going to see even higher valuation multiples given what’s happened with COVID. Investors want to find companies that are truly sustainable during good times and bad. B2B SaaS certainly fits the bill.
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More competition driven by more investor access and funding, which will significantly drive up costs of customer acquisition and in many ways force companies to raise significantly more money than what they might have needed to in the past decade.
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Old school businesses will be SaaSified by the end of this next decade. We’re doing it in accounting and I am actively exploring other industries to SaaSify as we speak.
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