The ICONIQ 2025 State of Go-to-Market Report

What happens when a $6.4 billion PE buyout becomes a cautionary tale for every SaaS operator, investor, and board member? In this episode, Dave "CAC" Kellogg and Ray "Growth" Rike break down Private Credit: what it is, how it works, and why it is showing up everywhere from ventur ...  Show more

Dave "CAC" Kellogg and Ray "Growth" Rike dig into the Redpoint Ventures 2026 Software and AI Market Update - a 69-page report built on proprietary CIO survey data from 141 respondents, plus public market data from Qatalyst, Pitchbook, Goldman Sachs, RBC, and McKinsey. Big report ...  Show more

Many companies, especially in the tech world, have come to embrace the idea of growth at all costs. But according to research from Gary Pisano, professor at Harvard Business School, most firms fail to consistently increase revenues and profits over the long term, adjusting for in ...  Show more

The IPO market was mixed at best in 2024 despite strong showings by Reddit (RDDT), Viking (VIK), and Rubrik (RBRK). IPOs raised about $123 billion last year compared to a peak of $594 billion in 2021, according to Dealogic data. A total of 150 companies went public last year, per ...  Show more

On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive into AI, venture capital, and what it really takes to get into the best deals. Key Takeaways from the Podcast 1. AI Growth and Market Dynamics Revenu ...  Show more

It CAN be done. Andrew Swiler acquired a SaaS business with $650k SDE using an SBA loan (and while living in Spain). 

Topics in Andrew’s interview: