Post by Koda Capital

In Episode 219 of Inside the Rope, Koda Capital Senior Adviser & Partner David Clark sits down with Qiao Ma, Partner and Portfolio Manager at Munro Partners. Their conversation addresses a critical question facing investors today: is SaaS dead, or simply evolving? Drawing on her experience leading global growth strategies, Qiao shares her perspective on the structural shifts reshaping the technology landscape. The conversation explores how investors are thinking about: - The changing dynamics of SaaS business models - Valuations in a higher interest rate environment - The shift from growth-at-all-costs to profitability and efficiency - Where opportunities may be emerging amid market recalibration Qiao also offers insights into how disciplined investors can navigate this transition, separating short-term noise from long-term structural change. For those allocating capital to growth assets, this is a great discussion on adaptability, valuation, and forward-looking strategy. Listen to the episode: Spotify: https://lnkd.in/ghFtRbYQ Apple Podcasts: https://lnkd.in/gKr8KVND #KodaCapital #InsideTheRope #GrowthInvesting #SaaS #InvestingInsights #WealthManagement