044 | Metrics that Matter | Decoding Success Metrics We Look For in Construction Tech and AECS Startups
Description
About This Episode
In this comprehensive episode, Patric Hellermann and Shubhankar Bhattacharya dive deep into the metrics that matter for evaluating startups across different business models in the Architecture, Engineering, Construction, and Supply Chain (AECS) industry. They share their expertise on what investors look for in SaaS, marketplaces, outcome-as-a-service, and financial services companies at various funding stages.
In This Episode
Detailed breakdown of key metrics for SaaS companies, including ARR, growth rates, and LTV to CAC ratios
Insights into evaluating marketplaces, focusing on GMV, working capital, and contribution margins
Discussion on the unique aspects of outcome-as-a-service businesses and their evaluation criteria
Analysis of financial services models in AECS, including lending and insurance
Timestamps
(00:00 ) - Introduction and casual banter
(03:53 ) - Overview of business models to be discussed
(06:03 ) - Deep dive into SaaS metrics and evaluation criteria
(21:05 ) - Marketplace metrics and evaluation strategies
(38:00 ) - Outcome-as-a-service model discussion
(46:55 ) - Financial services in AECS industry
(56:05 ) - Clarification on take rates vs. gross margins
(01:00:14 ) - Closing thoughts and upcoming events
Resources or Companies Mentioned
Autodesk: https://www.autodesk.com/
Uber: https://www.uber.com/
Amazon: https://www.amazon.com/
Connect With Us
Website: https://practicalnerds.com/
Foundamental: https://www.foundamental.com/
Newsletter: https://www.linkedin.com/newsletters/practical-nerds-7180899738613882881/
Patric Hellermann: https://www.linkedin.com/in/aecvc/
Shub Bhattacharya: https://www.linkedin.com/in/shubhankar-bhattacharya-a1063a3/
#StartupMetrics #AECS #VentureCapital
United States
