IPO & M&A
How to Analyze a SaaS IPO
How to analyze a SaaS IPO: score growth quality, retention, the path to profit, and valuation with a 5-test scorecard built from real S-1 filings.
#s-1
3 articles
IPO & M&A
Customer Concentration Risk in SaaS Filings
Customer concentration risk in SaaS hides in two quiet places in every filing. Here's how to size it, where it detonates, and the checklist to read it.
IPO & M&A
How to Read a Tech S-1 Like an Operator
How to read a tech S-1 like an operator: skip the narrative, go straight to revenue mix, retention, SBC, and customer concentration. A read-order scorecard.