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SaaS

Definition

Software as a Service (SaaS) is a software distribution model where applications are hosted in the cloud and accessed via subscription. Customers pay recurring fees rather than purchasing perpetual licenses. B2B SaaS companies — those selling to other businesses — are a primary target for growth equity investors because of their predictable revenue streams, high margins, and scalability.

Context

In Ep. 20, Jake Colognesi describes Mamba Growth's exclusive focus on B2B SaaS companies, particularly vertical software and tech-enabled services businesses. He notes that the best companies often have "very sticky relationships with their end customers" reflected in 90%+ retention.