
Things I’m Thinking About Right Now (As a Portfolio CPO in the Private Equity World)
As a Portfolio Chief Product Officer in the Private Equity space, I have the privilege (and challenge) of working across multiple PE-backed businesses in software, technology, data, and information services. The contexts vary - different markets, different maturities, different operating models - but some common themes are emerging as levers for growth, scale, and value creation. Here’s what’s been on my mind lately…

Rethinking SaaS Success Evaluation With A New Metric for a New Era – The Rule of 100/3
The 'Rule of 40' has long been the gold standard for evaluating the health and potential of SaaS companies. However, as the industry evolves and matures - recovering from a much slower Q4 2022 to Q1 2024 18 month period - the need for a more comprehensive metric has become increasingly evident. In this article, I propose a new benchmark – the 'Rule of 100/3' – as a more nuanced and effective tool for assessing SaaS companies in today's dynamic market. One that identifies growth, profitability, and retention - but, in aggregate, also one that demonstrates stability and resilience.