Everything Smart Money Checks Before Investing in SaaS companies.

The 10-Min SaaS Investor Cheat Sheet

A few eight and 9-figure exits taught us what serious investors really care about, and what 95% of new founders miss until it’s too late. This guide shows you exactly that in a simple, easy-to-read cheat sheet.

Review our Privacy Policy to learn more about how we collect and protect any information you provide when submitting a form on our website.

Keep this guide close the next time you review a software solution that promises unicorn status in record time. It packs 10+ years of powerful SaaS Investment, Growth, and Exit Lessons in one, easy-to-read cheat sheet.

Download the Only Guide You'll Ever Need to Think LIke a Portfolio Investor.

  1. ✅ Cheatsheet: “The 10 SaaS Metrics Smart Investors Always Check First” 
  2. ✅ Checklist: “Pre-Investment SaaS Evaluation Checklist” 
  3. ✅ Swipe File: “Investor Questions to Ask Before You Back a SaaS Founder” 
  4. ✅ Mini Audit: “Score Any SaaS Opportunity in 10 Minutes or Less”
  5. ✅ Simple Guide: “How to Read a SaaS P&L Without Being a Techie”

Master the Metrics True Investors Care About

We’ve generated over one-quarter of a billion in revenue for start-up SaaS, SMB, and ecommerce companies, resulting in two, 4X exits (8 and 9 figures). This guie includes the persistent questions that investors expected us to answer confidently on every call.

7

Add More Value in Your Next Board Room Meeting - No Technical Expertise or MBA Required.

Understand the non-negotiable digital product metrics that matter in 2025.

The Author

Hi, I'm James.

For over a decade, I’ve been building, testing, and refining growth strategies for multi-million-dollar software companies.

I’ve packed all of that experience into Vigital, the AI-powered content automation platform that automates 90% of the go-to-market (GTM) strategy for small teams with BIG dreams.

Vigital is on a mission to power America’s backbone with next generation growth marketing software in the age of AI. 

Say goodbye to the lengthy onboarding processes with agencies. Simply subscribe, add your project details, and never worry about your content calendar again.