Andreessen Horowitz Managing Partner Scott Kupor and NetSuite CFO Ron Gill bag into the weeds on SaaS valuations,and how public and private SaaS companies consider differently about the recurring revenue model. Gill and Kupor smash down their financial analysis of these kinds of companies -- what metrics matter -- and right some of the misconceptions about the SaaS business model that even sophisticated investors tend to latch onto. Finally, Kupor offers his advice to private company entrepreneurs who are wondering why, or in a public market environment that puts everyone under a microscope,would you ever want to go public?
Source: a16z.com