Investing in SaaS - 3 of 6. How the pros do it.

In the last segment of the Investing in SaaS interview series, we covered how important the qualities and experience of the people behind the technology are.

In this week's interview with Paul Wilson, co-founder, and partner of Bailador Technology Investments Limited [ASX:BTI], we discuss the specific business characteristics to look for in a SaaS business.

There is more about Bailador below, but to recap, Bailador Technology, was founded by David Kirk and Paul Wilson. It describes itself as a company which provides investors with exposure to expansion-stage technology companies with global addressable markets and a high growth trajectory.

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 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 - 2 of 6. How the pros do it.

When investing in a Software as a Service company, many investors only look at the technology on offer, and if the potential user numbers of the target market are huge. These are important aspects to consider but investors often discard one other.

In this second segment of my six part series with Paul Wilson, co-founder and partner of Bailador Technology Investments Limited [ASX:BTI], we discuss the importance of the people behind the tech vs the tech itself. [More on Bailador below*]

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 year ended 30 June 2019 and weighted based on carrying value in the portfolio].

It is important to note that there is no perfect investment strategy* and below are a couple of articles on Bailador which provide further insight into the business.

*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. How the pros do it. 1 0f 6

After spending the last three years investing in disruptive technology [DT], it's fair to say I have learned a lot.

It's also arguable that some of those lessons cost me more than I was hoping.

But, I am comforted by the work of some seriously smart people, which shows that making mistakes, is one of the most powerful ways to learn and grow your brain.

My brain must be larger than the average bear by now.

Over the last three years I have interviewed dozens of DT CEOs. One of the most interesting conversations I've had was with Paul Wilson, co-founder and partner of Bailador Technology Investments Limited [ASX:BTI].

I've listed more about Wilson, his partner David Kirk and the company itself, at the end of this post.

But importantly, Bailador is the only ASX listed pure-play technology company.

And so I wanted to find out how they decide which companies are worth investing in and why.

This is the first part of a six part series on the Bailador investment selection strategy.

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 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.