How M&A Buyers Now Price Developer Community Size

With big tech in a two-week sell-off (Microsoft down 2.7%, Salesforce off 5.6%), acquirers are getting pickier. This episode of Tech M&A with Fexingo drills into one overlooked metric: developer community size. Lucas and Luna unpack how a target's GitHub stars, StackOverflow activity, and npm/ PyPI download counts are now being discounted or premium-priced in deal models. They walk through a real case: a mid-market API startup that got a 22% valuation haircut because its SDK had only 1,200 GitHub stars versus a peer's 8,000. They also flag the new due diligence question that private equity firms are asking: 'What's your developer community churn rate?' Specific, actionable, and grounded in the July 2026 market reality. #TechMA #DeveloperCommunity #DueDiligence #Valuation #GitHubStars #SDKPricing #AcquisitionStrategy #OpenSourceMetrics #DevRel #ChurnRate #PrivateEquity #APIStartups #SoftwareAcquisitions #Business #Investing #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions Keep every episode free: buymeacoffee.com/fexingo