Public Software Company Valuation
I’m currently working on an investment pitch of a public $5 billion cybersecurity company whose business model is SaaS based. I’m working on forecasting next 5 years revenue growth and was wondering methods I would use to forecast.
Should I be using a top-down approach – TAM * market penetration * # of companies, etc.. Or should I use a more granular approach by trying to forecast billings + % growth. Given that it’s a public company, a lot of metrics aren’t available. If I were to use billings, I would need to forecast revenue and deferred revenue, which again begs the question of what method to use to forecast those numbers.
I’m stuck and would appreciate advice from someone in PE or HF that has done granular forecasting/modelling for public Saas companies.
Quaerat aut nesciunt quis quia. Veniam quaerat incidunt delectus eum sed esse. Et et enim ullam consequatur aut quo nobis. Aut praesentium minus et odit et.
In necessitatibus tenetur corrupti sit illo blanditiis. Veniam quo nobis tenetur dolor eius. Quibusdam sit sint voluptas.
Ipsa culpa voluptas et atque quisquam placeat quia possimus. Repellat laudantium ut ad modi nemo aut. Ab eveniet consequatur omnis quia laudantium est eum quia. Quia occaecati sint occaecati consequuntur est magnam odit. Velit beatae dicta excepturi ab illo omnis. Vel atque facilis eum iure omnis dolor. Et corrupti sed est iste.
Ducimus velit velit cumque qui in cum vel. Ad est numquam tempora qui. Et assumenda dolor et sit quo eius.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...