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Vishu Bheda
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Medial • 4m
𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗦𝗮𝗮𝗦 𝗶𝘀 𝗷𝘂𝘀𝘁 𝗯𝗲𝗮𝗻 𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴. Most people think SaaS investing is complicated. But smart investors know — it’s just simple maths. 𝗟𝗲𝘁 𝗺𝗲 𝗯𝗿𝗲𝗮𝗸 𝗶𝘁 𝗱𝗼𝘄𝗻 𝗳𝗼𝗿 𝘆𝗼𝘂 𝗶𝗻 𝗮 𝗲𝗮𝘀𝘆 𝘄𝗮𝘆. 𝐈𝐦𝐚𝐠𝐢𝐧𝐞 𝐲𝐨𝐮 𝐫𝐮𝐧 𝐚 𝐭𝐢𝐟𝐟𝐢𝐧 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐢𝐧 𝐌𝐮𝐦𝐛𝐚𝐢. 100 people pay you ₹2000/month for lunch. You know every month ₹2,00,000 is guaranteed unless they cancel. That's called 𝐑𝐞𝐜𝐮𝐫𝐫𝐢𝐧𝐠 𝐑𝐞𝐯𝐞𝐧𝐮𝐞. Now replace tiffin with Software. That’s 𝐒𝐚𝐚𝐒. → Zoho, Freshworks, Razorpay — all SaaS companies. → Their customers pay them monthly/annually like a tiffin subscription. 𝗦𝗼 𝘄𝗵𝗮𝘁 𝗱𝗼 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗰𝗵𝗲𝗰𝗸? Not brand. Not hype. Not marketing. They check 𝐧𝐮𝐦𝐛𝐞𝐫𝐬 like: 𝐂𝐀𝐂 = How much to get 1 customer 𝐋𝐓𝐕 = How much 1 customer will pay before leaving 𝐂𝐡𝐮𝐫𝐧 = How many cancel per month 𝐌𝐑𝐑 = Monthly predictable income 𝗥𝗲𝗮𝗹 𝗲𝘅𝗮𝗺𝗽𝗹𝗲? → Freshworks spends ₹5000 to get a customer who pays them ₹50,000 in lifetime = Profit. → Razorpay SaaS tools lock in startups for years = Stable revenue. → Zoho barely spends on ads. Their customers stay for 5-10 years = Investor’s dream. 𝗕𝗶𝗴 𝗟𝗲𝘀𝘀𝗼𝗻 𝗳𝗼𝗿 𝗜𝗻𝗱𝗶𝗮𝗻 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀? SaaS is not Bollywood. It's not about drama. It's about data. Count your beans well → Investors will love you. Ignore your numbers → Investors will avoid you. Simple game. Smart game. Desi style bean counting. Follow Vishu Bheda for more such simple breakdowns related to startup world!
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