About This Episode

In this comprehensive episode, Patric Hellermann and Shubhankar Bhattacharya dive deep into the metrics that matter for evaluating startups across different business models in the Architecture, Engineering, Construction, and Supply Chain (AECS) industry. They share their expertise on what investors look for in SaaS, marketplaces, outcome-as-a-service, and financial services companies at various funding stages.

In This Episode

Detailed breakdown of key metrics for SaaS companies, including ARR, growth rates, and LTV to CAC ratios

Insights into evaluating marketplaces, focusing on GMV, working capital, and contribution margins

Discussion on the unique aspects of outcome-as-a-service businesses and their evaluation criteria

Analysis of financial services models in AECS, including lending and insurance

Timestamps

(00:00) - Introduction and casual banter

(03:53) - Overview of business models to be discussed

(06:03) - Deep dive into SaaS metrics and evaluation criteria

(21:05) - Marketplace metrics and evaluation strategies

(38:00) - Outcome-as-a-service model discussion

(46:55) - Financial services in AECS industry

(56:05) - Clarification on take rates vs. gross margins

(01:00:14) - Closing thoughts and upcoming events

Resources or Companies Mentioned

Autodesk: https://www.autodesk.com/

Uber: https://www.uber.com/

Amazon: https://www.amazon.com/

Connect With Us

Website: ⁠https://practicalnerds.com/⁠

Foundamental: ⁠https://www.foundamental.com/⁠

Newsletter: ⁠https://www.linkedin.com/newsletters/practical-nerds-7180899738613882881/⁠

Patric Hellermann: ⁠https://www.linkedin.com/in/aecvc/⁠

Shub Bhattacharya: ⁠https://www.linkedin.com/in/shubhankar-bhattacharya-a1063a3/⁠

#StartupMetrics #AECS #VentureCapital