🚨 Pleased to announce something new.
@BreakingSaaS & I are excited to announce a bootcamp for cybersecurity and software investors!
The bootcamp features detailed case studies on Datadog, Palo Alto Networks and Crowdstrike!
Here are a few things to expect:
The course is geared to software investors and operators.
Those who want to learn security technologies and software accounting.
We'll do an in-depth breakdown of the tech and financials behind these companies w/ expert speakers.
1) Palo Alto Networks
2) Datadog
3) Crowdstrike
In the financials section:
The program covers concepts around software modelling - how software income statement & cash flows differs from non-SaaS IS, BS & FCF.
Key terms such as ARR, Bookings, SaaS Expenses, Billings, RPO and more. How everything translates to SaaS valuation.
In the tech & industry overview:
We'll cover frameworks for simplifying the complex world of cybersecurity.
For example, we'll cover:
- $PANW & Network Security
- $CRWD & Endpoint Security
- Key differences among security companies
- In-depth Datadog and Cloud security overview
The bootcamp is not for you if don't invest in software or cybersecurity companies.
We have two key outcomes at the end of this program:
1) Become better at analyzing SaaS financials
2) Develop a stronger knowledge of the cybersecurity industry.
We'll share more details over the upcoming days and weeks.
In the meantime, if you're interested - sign-up below!
maven.com/s-investing/sdox101-sdx2d/preview/85adae
Francis
@InvestiAnalyst
Founder, Software Analyst Cyber Research | Tweets on Cybersecurity & AI/ML | Catholic. Distance Runner. | Ex Cyber Research | Ex AI PM.