Investing in SaaS Companies - What Should I Look For?

The software as a service category is going to be big for public companies in the next six or 12 months. The SaaS companies that we, that we like are typically growing in more than 50% year over year. If you just systematically invested in those companies over the past 10 years, it would have probably made 20% a year in the public markets. Rather than focusing on what you don't know, just be systematic about deploying money across a bunch of companies and diversify your risk.

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