Podcast
Fund Stuff Episode 6 - Dominic Wells From Onfolio
Fund Stuff Episode 6. Join me and Dominic Wells from Onfolio as we chat about permanent capital and going public
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Podcast
Acquiring Minds Podcast Interview
How to Build a Portfolio of Micro SaaS BusinessesHard-won lessons about buying micro SaaS businesses from Andrew Pierno, who has acquired 3 and plans to buy many more.Acquiring Minds logoWill Smith,whentheresawill Yo dudes, and dudettes and everyone in between, Earlier this week I spoke with Will Smith who
Podcast
Fund Stuff Episode 5 - Pricing with Nick Duncan
I reached out to Nick Duncan who had been running some pricing experiments on Twitter for his new site content thought. And decided to bring him on to chat through pricing. We both mutually decided that pricing is tough and that's all there is to it.
WIP Thesis - II
A few weeks ago I mused on our thesis, but I'm not sure thesis is the right word. I've been reading a lot of fund thesis' and frankly they're mostly fluffy bullshit. I don't see how you get buy-in today on
Portfolio
Our First Exit!
If you're here for numbers, I apologize. Perhaps in a later post I can share them but for now, the story will have to be enough. This week marks the first time XO has ever bought, operated, and sold a company. This isn't a celebratory post
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WIP Thesis
It may strike you as idiotic to start a fund without at thesis. We didn't. We started out with a narrow thesis and dropped it quite quickly. We were going to buy no-code tools. Anything that used to require a developer but now could be built without one
Podcast
Fund Stuff - Episode 4 - Nick Fogle from ChurnKey.co
Episode 4 of Fund Stuff we're talking with Nick Fogle from https://churnkey.co about legal structures, the importance of having your tech organized to make handoffs easier, and what it's like building a company after a successful exit.
Podcast
Fund Stuff - Episode 3 - Brent Sanders & Colin Keeley from Verne
Hi, I'm Andrew Pierno from XOXO Capital. Today on Fund Stuff Episode 3, we're talking with Verne (https://www.vernehq.com/) about micro private equity, venture studios and more!
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The Economics of Micro SaaS
Not all SaaS companies have equal margins. Today I wanted to go through each of our products and talk through net margins. It's useful to get a sense of what margins could look like. I also threw in a small productized service to compare it against.
Podcast
Fund Stuff - Episode 2 - Nile Frater From Nocode.tech
Episode 2 of Fund Stuff with Nile Frater of Nocode.tech! Hear his story of how he acquired an anchor product for his fund and how that informs his acquisition strategy.
Podcast
Fund Stuff - Episode 1
In the very first episode of Fund Stuff we talk with Roman from Due Dilio and The Business Inquirer newsletter.
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Musings On Operating Models
When you're at the low end of the market like we are, there just isn't that much cashflow to do stuff with. That work is done by you (+ team) or doesn't get done. If you're trying to operate them profitably, you're left in a tough situation.