Dec 31, 2024
14 Comments
 
SaaSChimp - Certified Professional
Senior Neanderthal PE
1y
Most Helpful

I'm here! Few ideas here:

  • General 3-statement accounting questions (impact of D&A across statements, what impacts cash, etc.)
  • General modeling questions (approach to revenue build (% growth, rep-based build, etc.), approach to expense builds and key drivers including fixed versus variable costs, etc.)
  • Lightweight software questions (and don't expect candidates from non-tech groups to know many of these)
    • 3-statement impact of CapEx and CapSW
    • 3-statement impact of deferred revenue // monthly versus annual billing
    • Basic understanding of revenue/ARR modeling and roll-forwards
    • Basic understanding of retention metrics and benchmarks for good/bad (gross, gross punitive, net)
    • Basic understanding of unit economics (LTV/CAC) and sales rep logic (quotas, attainment, turnover/ramping, etc.)
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Authored by: Certified Private Equity Professional - Managing DirectorCertified Private Equity Pro
 
IB
Summer Associate in IB - Cov
Gorilla
1y

very helpful comment, thank you! are there any good resources to learn about saas metrics you can recommend?

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PE
Analyst 2 in PE - Other
King Kong
1y
[Comment removed by mod team]
 
PE
Analyst 2 in PE - Other
King Kong
1y
[Comment removed by mod team]
 
SaaSChimp - Certified Professional
Senior Neanderthal PE
1y

My comment was getting underneath the impact of deferred revenue. If someone pays annually upfront, you collect 12 months of payment but only recognize one month of revenue at a time. This creates a deferred revenue balance on the balance sheet that gets unwound each month. If someone pays monthly, the cash received and revenue recognized are the same (if dates line up), so this phenomenon doesn't exist.

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Authored by: Certified Private Equity Professional - Managing DirectorCertified Private Equity Pro
3 replies
 
SaaSChimp - Certified Professional
Senior Neanderthal PE
1y

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Authored by: Certified Private Equity Professional - Managing DirectorCertified Private Equity Pro

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