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.