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FRANCESCO GIBERTI
FRANCESCO GIBERTI

FRANCESCO GIBERTI

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From Diligence at Social Capital Part 2: Accounting for Revenue Growth by Jonathan Hsu

For enterprise SaaS companies, we prefer to invest in companies with a quick ratio greater than 4.

From Diligence at Social Capital Part 2: Accounting for Revenue Growth by Jonathan Hsu

Recurring subscription revenue is default-retained in contrast with recurring visitation which is default-not-retained. As such subscription revenue tends to have a much lower churn rate and higher quick ratio.

From Diligence at Social Capital Part 2: Accounting for Revenue Growth by Jonathan Hsu

MRR(t) - MRR(t - 1 month) = new(t) + resurrected(t) + expansion(t) - churned(t) - contraction(t)

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Diligence at Social Capital Part 1: Accounting for User Growth

Jonathan Hsu

Sustainable Product Growth

Sequoia