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?
I thought I'd be kind and let you know your submissions since the last 7 days on HN are flagged as [dead] - whether your comments are too, I'm not sure; people will only see your posts if they have "showdead" in settings toggled on.
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?
Great stuff Eyal! Sharing to my newsletter this week :)
You continue to share gold! I'm paying attn. when your emails hit the inbox...Keep it rolling, Eyal!
I thought I'd be kind and let you know your submissions since the last 7 days on HN are flagged as [dead] - whether your comments are too, I'm not sure; people will only see your posts if they have "showdead" in settings toggled on.