Venture Capital case studies, worked step by step

Cases
100
Traced to a firm
33
Topics
13
Hard
30
Topic
All topicsTerm sheets and waterfalls9Company pitch10Portfolio management and follow-ons8Unit economics9Down rounds, distress and runway7Fund economics and LP maths6Market sizing and theses8SaaS metrics and diagnostics9Cap tables and round modelling8Growth equity returns8Diligence and red flags5Exits and secondaries6Early-stage valuation7
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–6 of 6 · filtered from 100Clear filters
  1. 008Read Vantrel Analytics' cohort table: three yearly cohorts, each measured today. What is each cohort's annual net revenue retention, and what does the trend mean for the growth plan?SaaS metrics and diagnosticsCoreSaaS-focused VCSeries A to C VC
  2. 021Kursivik HRtech charges per employee seat, and its biggest customers are cutting staff. Model next year's NRR before and after a planned 8% price rise, and say how much churn the price rise can afford to cause.SaaS metrics and diagnosticsCoreSaaS-focused VCSeries A to C VC
  3. 047Metervik APIs bills on usage, and six months of revenue swung between Rs 1.9 and Rs 3.0 crore a month. The founder quotes ARR of Rs 36 crore, and the top customer is 30% of revenue. What run-rate would you underwrite, and how do you treat the top customer?SaaS metrics and diagnosticsCoreSaaS-focused VCSeries A to C VC
  4. 051Rekhavik Design wins customers through free sign-ups; a sales-led rival wins them through a field team. Compare the CAC and payback of the two models.SaaS metrics and diagnosticsWarm upSaaS-focused VCSeed and early-stage VC
  5. 064Kaaryvik Enterprise reports a 62% gross margin, but a quarter of its revenue is low-margin implementation services. What is the subscription gross margin, and what does that change about the multiple you would pay?SaaS metrics and diagnosticsWarm upSaaS-focused VCGrowth equity
  6. 075From four quarters of Tessavik Cloud's numbers, compute the latest magic number, CAC payback and burn multiple, and say which is weakest.SaaS metrics and diagnosticsCoreSaaS-focused VCSeries A to C VC

Company names and figures are illustrative.