Search Funded: The ETA Podcast

Buying SaaS After the Boom with David Khalil, Saas.group


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David Khalil, Partner and CFO at saas.group, joins Search Funded to discuss the changing economics of SaaS. 

We talk about the collapse of SaaS exceptionalism, the shift away from ARR multiples, why GAAP profitability matters again, how stock-based compensation distorts earnings, and how saas.group acquires and operates profitable product-led software businesses for the long term.  

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Search Funded: The ETA PodcastBy Nick Lall