The SaaS Insights Report Is Available at CapitalMarkets.com February 25, 2010Posted by bernardlunn in Uncategorized.
Publish time finally came at 8am EST on Feb 25th. You can find it here:
As an earlier reviewer pointed out, this is:
“an ambitious project”
I gave myself an ambitious target but it was fun and I believe there is a gap in the market for some serious analysis of the SaaS market across the full innovation lifecycle.
The analysis that I see for public market investors is very superficial. Only Salesforce.com gets serious attention. There is lots of commentary with a superficial “cloud is good” point of view. I was quite excited to see that my analysis of the 14 companies in my SaaS by value revealed Skillsoft as a great opportunity just before the Bain buyout deal was announced. My methodology uncovered other value plays as well as the revenue momentum plays.
On the other end of the spectrum, I see good advice to early stage start-ups at very detailed level but not much at a strategic level based on an overview of the whole market.