In our recent post, “Bips and Takes vs. SaaS: the Battle for the Future of Commerce and Fintech”, we argued that SaaS pricing strategies provided a better way forward than the traditional…
Top 10 Investment Themes Worth LEAPing Into
We have spent several months recalibrating some of our key investment themes. While we remain laser-focused on secular growth opportunities in our key sectors (Fintech, Commerce, and SaaS), we are reassessing the tactical…
In our recent LEAP 2023 Outlook, we highlighted the SaaSification of Fintech and Commerce as one of our key investment themes. We expect founders building applications across traditional financial services and commerce value chains to add more SaaS-type…
1.Burn Multiple > Burn Rate. Reducing burn to manageable levels is now table stakes. But cutting burn is a means to an end. Focusing on a specific percentage (i.e. we will reduce burn by XX%) or a specific monthly target (i.e. we will…
