Dear Reader,
Welcome to the 30th edition of the good reads newsletter by Malpani Ventures. Sharing your weekly dose of articles for this weekend’s reading!
Email for SaaS 101
https://loops.so/email-for-saas
A guide to cover everything you need to know for SaaS business specifically — what emails to send, when to send them, and how to send them. Must read for pre-seed, seed founders setting up their marketing teams.
21 principles from Y-Combinator's Startup Playbook by Brian Bourque
Coatue’s Next Decade in Fintech
Good primer on what lies ahead for fintech. Summarizing Coatue:
Introducing the “Rule of 200” which captures all required to understand quality - gross margin, EBIT, retention, and growth
Balance sheets becoming necessary evils - control of destiny albeit at lower multiples
B2B is in easy mode compared to B2C - learn from who is successful in fintech i.e. banks - bundle your offerings
Emerging markets have unprecedented growth opportunities - armed with a smartphone & internet connection, and payment options like Pix (Brazil), & UPI (India), the emerging market should be a go-to-geo
Goodbye for now!