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.