Cloud Returns | A SaaS Investing Podcast

Apr 03 2024 1
Cloud Returns | A SaaS Investing Podcast artwork

Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets. Our target audience: SaaS investors AND operators raising capital that listen to SaaStr, Twenty Minute VC (20VC), The Logan Bartlett Show, or Thoma Bravo’s Behind the Deal and still want to learn even more.

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Diamond Innabi - SaaS M&A 101: Selling Your Software Company

Apr 03 2024 32 mins  
Our Guest: Diamond Innabi is a Principal at Software Equity Group (SEG), a boutique M&A advisory firm headquartered in San Diego that focuses on B2B vertically focused software and SaaS companies.Episode Topics:Understanding the full cycle - from prep to closing - of selling your company.When should CEOs engage with an investment banker or consider an M&A path?Common mistak

Paul Stansik of ParkerGale Capital - An Operating Partner’s POV on Value Creation

Mar 12 2024 46 mins  
Our Guest: Paul Stansik is the Private Equity Operating Partner at ParkerGale Capital, a B2B focused private equity firm, buying profitable technology companies from founders.Episode Topics:Paul and PartnerGale Capital's investment criteria.What does an operating partner do?A brief overview of Paul's weekly sales playbook at PartnerGale Capital.Approach to gaining a deeper understa

Dave Yuan - Vertical SaaS Investing Playbook

Mar 05 2024 38 mins  
Our Guest: Dave Yuan is the Founder of Tidemark, a growth equity firm focused on helping companies scale. With over 20 years of experience, Dave has invested in twelve companies that have gone public, eight that have been acquired.Episode Topics:Dave and Tidemark’s investment criteria.Ideal qualities for vSaaS founders.Dave's viewpoints on overspending in R&D, product risk, a

Akash Bajwa - AI + Software Investing in 2024

Jan 25 2024 46 mins  
Our Guest: Akash Bajwa is an investor in fintech and B2B SaaS at Earlybird Venture Capital, a European venture capital firm with 2 billion Euros in assets under management (AUM).Episode Topics:Akash and Earlybird’s investment criteria Areas in early-stage native AI that Akash and Earlybird are excited aboutAkash discusses the unique skill sets needed for native AI founders.Is bui

Nick Tippmann - Vertical SaaS Operator -> Investor

Oct 25 2023 47 mins  
Our Guest: Nick Tippman, former Chief Marketing Officer at Greenlight Guru, a category-leading provider of regulatory software for the MedTech vertical. He is now an angel investor, investing in exceptional Vertical/SMB SaaS, AI, Fintech, and B2B Marketplace founders and companies at the pre-seed/seed stage alongside other leading investors.Episode Topics:Nick’s current investmen

Co-Founder and CEO of Bigfoot Capital: Debt for the SaaS Masses

Aug 02 2023 38 mins  
Our Guest: Brian Parks is the Co-Founder and CEO of Bigfoot Capital, a non-venture debt lending firm, that provides growth and bridge debt facilities to SaaS companies with $2+ million in annual recurring revenue. Episode Topics:Current access to capital environment - “2/3 of equity investors and lenders expect to be more active over the next 12 months”Disconnects after the fai

Bowery Capital: Vertical SaaS at Seed Stage

Jul 11 2023 37 mins  
Our Guest: Patrick McGovern from Bowery Capital, an early-stage venture capital firm focused exclusively on founders looking to modernize business through technology. Episode Topics:Common patterns emerge when seed-stage companies sell into enterprises.Pat's insights on investment criteria for early stage vertical SaaS - can you reach $50m in ARR in a short period of timePat's view