EPISODE · Jun 23, 2026 · 30 MIN
Buying SaaS After the Boom with David Khalil, Saas.group
from Search Funded: The ETA Podcast · host Nick Lall
David Khalil, Partner and CFO at saas.group, joins Search Funded to discuss the changing economics of SaaS. We talk about the collapse of SaaS exceptionalism, the shift away from ARR multiples, why GAAP profitability matters again, how stock-based compensation distorts earnings, and how saas.group acquires and operates profitable product-led software businesses for the long term. Send us Fan MailSupport the showFind us on Apple, Spotify, Amazon, and YouTube.
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Buying SaaS After the Boom with David Khalil, Saas.group
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