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Michael B. Gilroy
Michael B. Gilroy

1K Followers

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Jun 24, 2019

The Death of the SaaS LTV/CAC

A little over two years ago I wrote a blog piece on Early Stage SaaS Unit Economics which outlines LTV/CAC for enterprise software businesses. While heavy on math, the post lacked foresight because I now believe LTV/CAC calculations are of waning importance in SaaS. It is clear to the SaaS…

Technology

10 min read

The Death of the SaaS LTV/CAC
The Death of the SaaS LTV/CAC
Technology

10 min read


May 13, 2019

All big brands are becoming fintechs

If you’ve spent some time around the Canaan Fintech team, you’ve undoubtedly heard us talk about the future of the industry: these days, it seems all big brands are becoming fintechs. In other words, we’re seeing many large companies that had initially built a captive and engaged audience turn around…

Fintech

3 min read

All big brands are becoming fintechs
All big brands are becoming fintechs
Fintech

3 min read


Jun 11, 2018

European FinTech + Money2020

I just returned from Money2020 Europe and am positive it was the best conference I’ve ever attended. It’s clear from post-conference chatter that I am not alone. After spending the last 18 months studying European fintech companies and regulation from afar, I finally decided put my feet on the ground…

Fintech

5 min read

European FinTech + Money2020
European FinTech + Money2020
Fintech

5 min read


Feb 27, 2018

Consumerization of Enterprise & The Dropbox IPO

The Dropbox S1 was released last week and regardless of how you cut it, this is an incredible story. Founded in 2007, Dropbox has 500 million registered users — 11 million paying- and did $1.1 billion in revs in 2017. Perhaps the most impressive aspect of the story is that…

SaaS

5 min read

Consumerization of Enterprise & The Dropbox IPO
Consumerization of Enterprise & The Dropbox IPO
SaaS

5 min read


Jan 22, 2018

FinTech Central: Blockchain will never work in financial services & bitcoin is here to stay

In December, we hosted the New York fintech community at NASDAQ for our last FinTech Central of 2017. Recap of the year here: Q1, Q2, Q3. …

Fintech

3 min read

FinTech Central: Blockchain will never work in financial services & bitcoin is here to stay
FinTech Central: Blockchain will never work in financial services & bitcoin is here to stay
Fintech

3 min read


Jan 22, 2018

Preparing Your SaaS Business for a Successful Fundraise

My first job out of college was helping to advise SaaS companies on fundraises and M&A opportunities. I learned quickly that for every successful outcome in SaaS, there are 10+ broken processes — and many reasons for an acquirer or investor to pass on a deal. …

Startup

4 min read

Preparing Your SaaS Business for a Successful Fundraise
Preparing Your SaaS Business for a Successful Fundraise
Startup

4 min read


Published in

Canaan

·Oct 10, 2017

FinTech Central: Bitcoin is not “closing”! And other misconceptions debunked.

Canaan recently hosted leaders from across the crypto & blockchain landscape at Lending Club in San Francisco for our latest FinTech Central. Our panel included Brad Garlinghouse CEO @ Ripple, Kathleen Breitman CEO & Co-Founder @ Tezos, Lily Liu CFO @ 21, and Adam White Head of GDAX @ Coinbase. …

Bitcoin

4 min read

FinTech Central: Bitcoin is not “closing”! And other misconceptions debunked.
FinTech Central: Bitcoin is not “closing”! And other misconceptions debunked.
Bitcoin

4 min read


Published in

Canaan

·Jul 5, 2017

FinTech Central: Working With the Regulator

The motto in early stage technology company building is move fast and break stuff. The motto in early stage financial technology company building is move methodically and work with the regulator. …

Fintech

3 min read

FinTech Central: Working With the Regulator
FinTech Central: Working With the Regulator
Fintech

3 min read


Published in

Canaan

·Apr 18, 2017

FinTech Central: The 2nd Wave of FinTech

Canaan recently hosted our West Coast edition of FinTech Central (FTC) to discuss the current state of infrastructure in fintech. FTC, which launched in 2015, is our quarterly panel discussion about trends in the fintech ecosystem. At our first FTC, marketplace lending for XYZ and bitcoin were hot. Fast forward…

Fintech

3 min read

FinTech Central: The 2nd Wave of FinTech
FinTech Central: The 2nd Wave of FinTech
Fintech

3 min read


Jan 26, 2017

Early Stage SaaS Unit Economics

East Coast investors have a reputation for being sticklers around numbers, and not “buying the dream”, the same way our West Coast brethren tend to. In this piece I’m going to double down on the first part, and continue to strongly deny the second… One of the most common oversights…

Startup

8 min read

Early Stage SaaS Unit Economics
Early Stage SaaS Unit Economics
Startup

8 min read

Michael B. Gilroy

Michael B. Gilroy

1K Followers

General Partner @ Coatue — U.C. Berkeley California Bear — SF Bay Area Native

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