Cloud Returns | A SaaS Investing Podcast

Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets. Our target audience: SaaS investors AND operators raising capital that listen to SaaStr, Twenty Minute VC (20VC), The Logan Bartlett Show, or Thoma Bravo’s Behind the Deal and still want to learn even more.

Cloud Returns | A SaaS Investing Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Cloud Returns | A SaaS Investing Podcast, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #11

  Edward Robson - Capital Allocation in Technology

  Aug 18, 202631 min

  Our Guest: Edward Robson is the Founder and Chief Investment Officer (CIO) of 2717 Partners , an investment firm focused on technology and technology-enabled businesses. He is an investor known for his approach to capital allocation and long-term investing in software and technology companies. Episode Topics: The story behind 2717 Partners and the “iron sharpens iron” philosophy. Why technology remains a constantly evolving investment category. ROIC and why capital allocation is under-discussed in software. ROICA: return on intangible capital allocation. R&D and sales and marketing as growth CapEx. Why recurring revenue can be viewed like a durable bond. Gross retention, logo retention, and contract renewal rates. Multi-product strategy and why it improves stickiness. AI hype versus proven AI productivity gains. Lessons from RPA, low-code, no-code, and previous technology cycles. How AI may help software companies build more product surface area internally. Why public companies need clear intrinsic value thinking in the AI age. Why there have been fewer software IPOs. How private markets, secondary liquidity, and venture incentives shape IPO timing. What Edward looks for in great CEOs. The importance of self-awareness, capital allocation, and communication. Resources: https://www.linkedin.com/company/2717-partners/ https://geoffreyamoore.com/book/the-gorilla-game/ About Cloud Returns by Cloud Ratings: Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets. Our host - Matt Harney - is active on Twitter @saasletter and writes " SaaSletter ", an investing-oriented SaaS newsletter on Substack. https://cloudradio.cloudratings.com/ https://twitter.com/SaaSletter https://www.saasletter.com/ About Cloud Ratings: Cloud Ratings is a customer outcomes-focused, data-driven software research analyst firm. We exist to allow organizations to make more confident, lower-risk software purchasing decisions. Our Cloud Ratings Category Reports combine user reviews with verified vendor data to impartially identify leading software products. Recent report examples include: Subscription Management Software , Session Replay Software , Sales Compensation Software , and Digital Sales Room Software Built upon investigative customer interviews, our True ROI Reports quantify and provide 3rd party validation of a software product’s business value. https://cloudratings.com/

  ListenShow Notes
• 

  Episode #10

  Pat McGovern - Bowery Capital - Where Vertical AI Wins

  Feb 25, 202642 minS0

  <p>Our Guest: Pat McGovern is a Principal at Bowery Capital, an early-stage B2B fund investing primarily at pre-seed. He focuses on vertical AI and writes the newsletter Capital Efficient.</p><p><br></p><p><br>Episode Topics:</p>How Bowery approaches pre-seed in 2026 and what “first institutional capital” looks like today.The shift from “SaaS contracts” to outcome-driven and services-driven models.Pat’s vertical AI playbook.Case study on Enata and how voice-first AI gives field sellers time back while improving CRM quality and sales insights.Why more startups may compete directly for industry spend rather than selling tools to i...

  ListenShow Notes
• 

  Episode #9

  Joey Brookhart - AlphaRepo - Software Buyside Realities

  Aug 20, 202546 minS0

  <p>In this episode, host Matt Harney speaks with Joey Brookhart, Co-Founder of AlphaRepo and a longtime long-short software investor, as Managing Partner and Portfolio Manager of Sandbrook Capital. </p><p><br></p><p>Joey explains the SaaS metrics that matter most, the overrated ones investors should avoid, and why earnings day volatility often comes down to “bogeys” and positioning rather than guidance. He also introduces AlphaRepo, the Excel-integrated platform he built to track model revisions and portfolio-wide trends, and offers advice for aspiring buy-side analysts.</p><p><br>Episode Topics:</p>Joey’s background in long-short investing and the foundin...

  ListenShow Notes
• 

  Episode #8

  Vertical AI Deep Dive with OMERS Ventures

  Oct 2, 202452 minS0

  <p>Our Guests: Marissa Moore, and Taku Murahwi of OMERS Ventures, an early-stage venture capital firm investing in Series A-C companies with a first cheque size between $5-25M. </p><p><br></p><p>Episode Topics:</p>OMERS Venture’s investment criteria.Type of founders Marissa and Taku prefer.How does OMERS Ventures conduct due diligence on a company founder?Overview of Marissa’s “The Green Room”, a “safe space for founders to practice their pitch, risk-free, in front of current investors and subject matter experts.”Marissa’s advice for how founders can improve their pitches.Deep dive into the Eight Core Fact...

  ListenShow Notes
• 

  Episode #7

  Diamond Innabi - SaaS M&A 101: Selling Your Software Company

  Apr 3, 202432 minS0

  <p>Our Guest: Diamond Innabi is a Principal at Software Equity Group (SEG), a boutique M&A advisory firm headquartered in San Diego that focuses on B2B vertically focused software and SaaS companies.</p><p><br></p><p>Episode Topics:</p>Understanding the full cycle - from prep to closing - of selling your company.When should CEOs engage with an investment banker or consider an M&A path?Common mistakes that founders, CEOs, and boards make during the M&A process.Diamond's advice to founders who are interfacing with potential acquirers.Overview of SEG’s 20 Factor Valuation Scorecard.Di...

  ListenShow Notes

Recent guests on Cloud Returns | A SaaS Investing Podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.