Saastr · 8 November 2026 · Operating Insight

Why Your Revenues Often Only Sort of Matter When You Get Acquired by a Strategic. Even Though They Are Usually How a Deal is Priced

Jason Lemkin, GP @ SaaStr

Strategic acquirers price deals on current revenue but actually buy for post-acquisition potential—Stripe's 9x revenue growth in Privy post-deal came mainly from integration into Stripe's distribution, not standalone execution. Founders should sell the acquisition curve, not trailing metrics.

Read the full post on Saastr ↗

Topics: Venture Capital & Startups · Fintech

Published by Saastr · their site ↗

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