The Best of Mostly metrics
Hey, it’s good to have you here. Here’s a collection of the editor in chief’s favorite pieces. Bangerz only.
Mostly metrics
Don't let the Rule of 40 rule your company - Why I think the Rule of 40 is lame
Marketplace metrics - Airbnb, PayPal, and Uber track these metrics
Renewal vs Retention - Measuring how good you are at keeping customers around
When he's a 3 but, his LTV to CAC's a 9 - Dissecting the art and science of LTV to CAC
Grow While You Sleep - How to measure the "magic" of Net Retention
Mostly interviews
A Total Addressable Market Masterclass - Sebastian Duesterhoeft, Partner at Lightspeed Venture Partners
How do VCs differentiate themselves? - Kyle Harrison, Partner at Contrary Capital
Get your equity right. It could change your life. - Frederik Mijnhardt, CEO of SecFi
North Star Metrics, The Myth of Active Users, and Building with Product Led Growth - Ben Williams, VP of Product at Snyk
Mostly cfo’s
Building finance teams - The lifecycle of bean counters
FP&A F'Ups - A list of boobytraps for first time FP&A leaders
How CFOs think about software spend - For the love of God, please stop it with the Miro licenses
Everyone has an Annual Operating Plan until they get punched in the face - Rules of thumb for nailing your annual planning cycle
Cash is King - Unlocking magic in the cash conversion cycle
Mostly m&a
M&A Strategies - How to evaluate your acquisition landscape
Ways to buy a business - Asset deals vs Stock deals - in plain English
Mostly fundraising
The 2022 SaaS Fundraising Napkin - Insights on last year's Seed through IPO rounds, all on one page
The game inside the game - PE vs VC
Steal This Pitch Deck Formula - The art of company story telling
How much dilution is "normal"? - When are you getting overly diluted?
SAFEs and Pre vs Post Money Valuations - Breaking down Y Combinator's Simple Agreement for Future Equity
Mostly monetization models
Going Vertical - Scaling the Vertical SaaS Mountain
Blurred Lines -Marketplaces vs Platforms vs Aggregators
Mostly middlemen - Take rates, vigs, and rakes
Ways to monetize your tech - Subscription, consumption, take rates and more
Mostly featured
Brex: How CFOs think about travel spend
SecFi: How employees can think like shareholders
Lightspeed: A Total Addressable Market Masterclass
Ramp: Cash is king: unlocking magic in the cash conversion cycle
Vareto: Top finance influencers to follow in 2023