Hi All,
My latest write-up was about this singaporean SaaS company, that had just went public. As I highlighted, the analysis does not end with the write-up. It is usually a only first step for further investigations. And given that I got to know the company among the first people out there, I decided to undergo further scuttlebutt to become one of the most informed about the magnitude of this opportunity.
So in today’s write-up, I am giving my learnings out. This comprises of three parts.
What does the user say about the product?
Conversation with the management team
Conversation with a direct competitor
In the end, it further strenghtens my initial observations as well as highlights other positives and negatives about the thesis - as it should be. During the last few weeks, I have been spending more time about thinking about my ideas than looking at new ones. So this is the first update of many that are coming.
You meet CEO, Customer and the competitor. How will this joke end?