Style of Picks

Growth strategy

Rule of 40 (SaaS)

Own software and platform businesses where revenue-growth % plus profit-margin % adds up to at least 40 — either number can carry the load, but neither can be absent.

1–3 years+ per holdingIntermediate

Venture capital / SaaS metric — Brad Feld; popularized industry-wide by Bessemer Venture Partners' “State of the Cloud” reports