GP Bullhound：2019年第四季度全球SaaS市场报告（英文版）(46页).pdf

1、1 Q4 2019 Sector Update Software Important disclosures appear at the back of this report GP Bullhound LLP is authorized and regulated by the Financial Conduct Authority GP Bullhound Inc is a member of FINRA 2 GP Bullhound is a leading technology advisory and investment firm, providing transaction ad

2、vice and capital to category leaders with an emphatic focus on software globally We publish a quarterly SaaS market report to provide quantitative insights into public and private market valuations across the transaction spectrum and qualitative insights into company business models, technology and

3、trends We feature many of the leading SaaS companies and CEOs across interesting sub-sectors Based in our San Francisco office, Jonathan Cantwell is the head of our software practice with over 15 years of experience Completed over 50 transactions with public and private tech companies globally Raise

4、d $400m of capital for our clients over the last 12 months Several of our recent software advisory transactions and investments are showcased below: Software perspectives EXECUTIVE SUMMARY UNDISCLOSED$177MUNDISCLOSED$50M ValiditySignaviodeltaDNAPartnerizeEcoVadis ACQUIRED BYINVESTMENT BYACQUIRED BYI

5、NVESTMENT BYINVESTMENT BY AppBuddyApax DigitalUnityAccel - KKRCVC $200M 3 Key sector takeaways Recent software transaction trends 1 Agenda 2 Public market SaaS analysis SaaS CEO commentary Key SaaS metrics Appendix A: GP Bullhound SaaS index 3 4 5 6 Appendix B: software public comparables by categor

6、y7 Appendix C: GP Bullhound credentials eliminating the need for traditional coding language. This allows businesses to hire less expensive talent, scale their applications quicker with new consumer trends and reduce the length and complexity of the project lifecycle all of which lead to a quicker a