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Why we picked it David Sacks (PayPal, Yammer, Craft Ventures) distills the metrics that actually predict a SaaS company's health, including the burn multiple he popularized. Sharp, operator-grade, and opinionated.
The SaaS Metrics That Matter
From sacks.substack.com by David Sacks essay
- Net revenue retention and the burn multiple reveal true capital efficiency
- Focus on a small set of metrics reviewed on a strict weekly cadence
- Growth and profitability must be balanced (the Rule of 40)