I’d like to help B2B SaaS software companies that are doing $5 - $20M and have multiple products make good strategic moves to increase their bottom line.

Specializing in growth vs the costs/ops side makes the most sense because I have a background in marketing but I definitely want to be able to one day make recommendations for cost cutting.

Reading Richard Koch’s, of 80/20 fame and former BCG and Bain guy and founder of LEK, “Financial Times Guide to Strategy” he lays out a good framework for building a business unit and corporate strategy.

I’ve also read Bulletproof Problem Solving, Cracked It, Think Smarter, Disciplined Growth Strategies, GrowthIQ, Good Strategy/Bad Strategy, Strategic Thinking, The Strategy Book, A Spy’s Guide to Strategy, Blue Ocean.

In Richard’s book he references using inputs like Relative Market Share, ROCE, Market Growth, Purchase Criteria comb analysis, price elasticity, competition analysis in terms of costs, market share and anticipated reactions.

1. ROCE doesn’t seem as relevant to software as something like CAC, LTVs and LTV ratio, Magic Number etc. What’s your opinion on the this?

2. Where would you suggest getting data to answer these questions?

3. What are the hard skills or concepts I need to understand and apply to do the analyses to make my recommendations? Microecon? Game Theory?

I appreciate your time!