SaaS multiple compression, downturn outlook & advice for new VCs with Jason Lemkin of SaaStr | E1461

Jason and Molly chat with Jason Lemkin of SaaStr (01:44). They discuss: advice for new VCs (16:14), the future of SaaS investing (27:37), playing offense as investors (35:50), secondaries and more. (00:00) Jason and Molly tee up today’s interview show (01:44) Jason and Molly speak with Jason Lemkin of SaaStr (14:59) Notion - Get started for free at https://notion.com/thisweekinstartups (16:14) Jason Lemkin’s advice for new fund managers (26:16) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist (27:37) Will SaaS investments continue to be good? (32:44) What makes Notion so good? (34:44) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign. (35:50) What does it mean to play offense? Why should you be playing offense now if you have the runway? (39:35) Jason Lemkin’s predictions for the next year & advice for capital allocators/investors (52:25) Are founder secondary sales a red flag? (1:01:20) Strategies for investors in a down market FOLLOW Jason Lemkin: https://twitter.com/jasonlk FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood