Episode 729 | 9 Things I've Learned Investing in 170+ SaaS Companies

300.601 - 321.936 Rob Walling

So I've been talking about how valuable SaaS is for many, many years. There's a reason that I began focusing on SaaS, what, 12? Was it 12, 13 years ago? And part of it's the recurring revenue. Part of it's the cheat codes, the net negative churn. But a big part of it is it's just really, really valuable. And that value can be seen in the profits you take out or it can be seen in the exits.