SaaS rollup vanity metrics: Part 2

Invested capital, ROIC and hurdle rate. What are these and why do they matter?

SaaS rollup vanity metrics: Part 1

Why TAM, "Rule of 40" and synergies are at best misleading metrics

Using AI technology to execute a serial acquisition strategy

Frugal origination: using technology to save costs and maximize origination

It’s All Connected: How Sources-First Data Gets You to More Wins

Warning signs in VMS acquisitions – and how to address them

Idera Inc.: a 10-bagger for TA Associates

Stockholm trip notes: a masterclass from Swedish serial acquirers

Inside: Johnny Alvarsson shares secrets

The loneliness of the small-cap acquirer

What happens if your revenues are far, far below the $100M mark - and you still decide to go public?

Love ❤️ SaaS benchmarks? Here are 15 datasets you can use right away

The DIY Rollup: Nailing investor pitch – by Michael Seibel @ Y Combinator

CFO Toolkit Series: Dave Kellogg on the strategic use and abuse of SaaS metrics