Investing in SaaS - 6 of 6. How the pros do it.

The range and opportunities on offer in the technology investment space are mind boggling.

Bailador Technology, the only pure-play, listed technology investment offering [2014] on the Australian Stock Exchange, has targeted Software as a Service for numerous reasons.

Bailador Technology, founded by David Kirk and Paul Wilson, describes itself as a company which provides investors with exposure to expansion-stage technology companies with global addressable markets and a high growth trajectory.

In this final segment in my series with Paul Wilson, co-founder and partner of Bailador Technology Investments Limited [ASX:BTI], I explore why he and David Kirk chose this niche target for their investment business. [More on Bailador below*]

Of course there is no perfect strategy* to share market investing, let alone in the highly volatile disruptive technology sector.

• Bailador is currently invested in ten companies with a total portfolio revenue of $232 million [year ended 30 June 2019]

• 30% portfolio company revenue growth [Based on revenues for year ended 30 June 2019 and weighted based on carrying value in the portfolio].

If you found part one of this series interesting, then let others know, so they can subscribe and be a better technology investor.

*1 Motley Fool. 2 Livewire.

The InsideMarket Private Fund does not own shares in Bailador [ASX:BTI] at the time of publishing this post. We also have not received any payment from the company for this coverage. Disruptive technology stocks should be considered very speculative, high-risk, and extremely volatile. There are significant risks inherent in developing new technologies that are not discussed here. You should always seek professional advice before considering any share purchase or sale. Please read our full disclaimer.

Investing in SaaS - 5 of 6. How the pros do it.

Bailador Technology currently has ten Software as a Service [SaaS] businesses in its investment portfolio.

The most successful has been SiteMinder.

So in part five of my series with Paul Wilson, co-founder and partner of Bailador Technology Investments Limited [ASX:BTI], we explore the SiteMinder business model, to uncover what makes a good SaaS investment. [More on Bailador below*]

Of course there is no perfect strategy* to share market investing, let alone in the highly volatile disruptive technology sector.

Bailador Technology, founded by David Kirk and Paul Wilson, describes itself as a company which provides investors with exposure to expansion-stage technology companies with global addressable markets and a high growth trajectory.

• Bailador is currently invested in ten companies with a total portfolio revenue of $232 million [year ended 30 June 2019]

• 30% portfolio company revenue growth [Based on revenues for the year ended 30 June 2019 and weighted based on carrying value in the portfolio].

If you found part one of this series interesting, then let others know, so they can subscribe and be a better technology investor.

*1 Motley Fool. 2 Livewire.

The InsideMarket Private Fund does not own shares in Bailador [ASX:BTI] at the time of publishing this post. We also have not received any payment from the company for this coverage. Disruptive technology stocks should be considered very speculative, high-risk, and extremely volatile. There are significant risks inherent in developing new technologies that are not discussed here. You should always seek professional advice before considering any share purchase or sale. Please read our full disclaimer.

Investing in SaaS - 4 of 6. How the pros do it.

One of the attractions of investing in a Software as a Service business are the efficiencies of scale they can offer.

Building the platform may take years, but once it is done, you can sell it again and again via subscription. According to Paul Wilson, co-founder and partner of Bailador Technology Investments Limited [ASX:BTI], this quality, along with the high gross margins this generates, combined with the low costs of new business, is what success in SaaS is all about.

Bailador Technology, founded by David Kirk and Paul Wilson, describes itself as a company which provides investors with exposure to expansion-stage technology companies with global addressable markets and a high growth trajectory. More on Bailador below.*

Of course there is no perfect strategy* to share market investing, let alone in the highly volatile disruptive technology sector.

Bailador Technology, founded by David Kirk and Paul Wilson, describes itself as a company which provides investors with exposure to expansion-stage technology companies with global addressable markets and a high growth trajectory.

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• Bailador is currently invested in ten companies with a total portfolio revenue of $232 million [year ended 30 June 2019]

• 30% portfolio company revenue growth [Based on revenues for year ended 30 June 2019 and weighted based on carrying value in the portfolio].

If you found part one of this series interesting, then let others know, so they can subscribe and be a better technology investor.

*1 Motley Fool. 2 Livewire.

The InsideMarket Private Fund does not own shares in Bailador [ASX:BTI] at the time of publishing this post. We also have not received any payment from the company for this coverage. Disruptive technology stocks should be considered very speculative, high-risk, and extremely volatile. There are significant risks inherent in developing new technologies that are not discussed here. You should always seek professional advice before considering any share purchase or sale. Please read our full disclaimer.