      kellblog.com · 2021-01-30
      · 1951d
    

Kellblog 2021 Predictions

Dave Kellogg reviews his 2020 predictions and presents ten predictions for 2021, including shifts toward valuing resilience over efficiency, work-from-home adoption, tech geographic diversification, SaaS multiple compression, and the rise of Net Dollar Retention as the primary SaaS metric. The article emphasizes structural changes in business operations driven by COVID-19 and predicts evolution in data intelligence and enterprise planning software markets.

4 metrics· Cited 0× in the knowledge base ·Open source ↗

Metrics in this report

Median Home Price

2500000USD

median

Palo Alto, California residential real estate

Median SaaS EV/Revenue Multiple

18x

median

SaaS companies as of 2021; prior year (2015) was approximately 5x

Proposed Mean-Reversion SaaS EV/Revenue Multiple

10x

target

Kellogg's rational reversion assumption accounting for structure, quality, and expectations

Series A Average Funding Size

15millions USD

average

2020 US venture funding; up 16% from 2019