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Amitabh Arolkar's avatar

Hello Eyal , Interesting process. I had an observation regarding the 8.8K difference in MRR that you would be ultimately looking to bridge over the next 2 years. From a financial sponsor perspective, your assumption of growing the MRR at $366 MRR sans any reinvestment back into the business tells me that you will be leveraging your operating skills to reduce churn /increase cash flow rather than chasing clients and growing the MRR via a reinvestment back into the business. Did I understand that correctly ?Have you modeled for a margin of safety here ? What if you cant get the MRR growth ? What would be Plan B ? Could you hardball your entry price and still remain a relevant buyer?

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Ian L. Paterson's avatar

Great stuff Eyal! Sharing to my newsletter this week :)

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