      SaaStr · 2015-10-08
      · 3891d
    

Social+Capital's Investment Framework: MRR, Churn, and Enterprise SaaS Strategy

Mamoon Hamid of Social+Capital discusses the firm's investment thesis across enterprise software, focusing on end-user-centric applications and CIO-facing security tools. He presents a framework for evaluating SaaS companies at different revenue stages and introduces the Quick Churn Ratio as a metric for assessing recurring revenue business health.

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

Metrics in this report

Early Revenue Threshold

2$M

less than

Series A companies Social+Capital targets

Growth Stage Revenue Threshold

10$M

greater than

Category-winning companies with unicorn potential

Pre-Revenue Investment Check Size

1$M

typical

Seed stage companies