Jennifer Taylor

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February 28, 2026

How to Evaluate a Tech Company’s Competitive Moat | Guide

The technology sector has undergone a dramatic shift in how competitive advantages are built and sustained. A decade ago, you could evaluate a tech company’s moat by examining its patent portfolio and market share. Today, those traditional metrics barely scratch the surface. The real durable advantages in technology come from network density, data accumulation, and […]

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Steven Green

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February 28, 2026

SaaS Rule of 40 Explained: What It Is and How to Apply

The Rule of 40 is one of those metrics that sounds simple but tells you almost everything about how a SaaS company creates value. I first encountered it in 2015 while working with a growth-stage startup that had impressive top-line numbers but was burning cash at an alarming rate. The founders were convinced they were […]

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Betty Flores

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February 28, 2026

How to Invest in AI Companies Without Picking the Wrong Ones

The AI investment boom has created more wealth—and more wealth destruction—than almost any technology sector in recent memory. Every quarter, another company rebrands itself as an “AI company” and watches its stock price soar, only to come crashing back to earth when investors realize there’s no actual revenue underneath the hype. The difference between making […]

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Jennifer Taylor

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February 28, 2026

Lifetime Value in SaaS: How It Predicts Company Health

Most SaaS founders can tell you their monthly recurring revenue down to the penny. Fewer can tell you what that revenue will look like three years from now — or whether their business will still exist by then. Lifetime Value fixes that blind spot. It’s the metric that separates companies with sustainable economics from those […]

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Jennifer Taylor

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February 28, 2026

How to Compare Tech Stocks Before Investing | Expert Guide

The decision to buy one tech stock over another shouldn’t hinge on which logo looks better on your portfolio screen. Yet that’s essentially what happens when investors skip the hard work of fundamental comparison and go with gut feeling or recency bias. I’ve spent over a decade looking at tech equities for institutional portfolios and […]

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Betty Flores

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February 28, 2026

Customer Acquisition Cost for Tech Stocks: Why It Matters

Understanding customer acquisition cost isn’t just a marketing exercise—it’s a fundamental lens through which investors should evaluate any technology company. When you’re analyzing a tech stock, CAC tells you how efficiently the business turns dollars into customers, and ultimately, whether that company’s growth is sustainable or built on borrowed time. This metric has become especially […]

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Betty Flores

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February 28, 2026

Tech Company Burn Rate: What Smart Investors Need to Know Before Investing

Most investors jump straight to revenue growth when evaluating a tech company. They see 100% year-over-year growth and assume they’re looking at a winner. Then they get blindsided six months later when the company announces it’s out of cash. The missing piece is almost always burn rate — the metric that tells you how fast […]

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Samuel Collins

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February 28, 2026

What Is ARR? The Metric Tech Investors Can’t Ignore

If you’re raising capital in 2024, ARR matters—it determines whether you’re taken seriously by serious investors. I’ve watched founders walk into pitch meetings with impressive top-line revenue numbers, only to see the room deflate when they can’t articulate their recurring revenue trajectory. The difference between a Series A conversation and a polite “let’s stay in […]

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