Sammy Abdullah, GP @ Blossom Street VC
SaaS IPO companies achieve median payback periods of ~0.60 years (fully loaded across COGS, S&M, G&A, R&D), a 50% improvement from 2022, with 18 of 44 now profitable; the author argues payback is excellent and companies should burn more aggressively to grow.
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Topics: Enterprise Software
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