Doug Dyer(@TheFundCFO):Most Rule of 40 discussions focus on public SaaS companies. @metrics_co instead analyzed 1,377 venture-backed private companies, and the results were interesting: • Only 27.9% cleared Rule of 40 • Nearly 90% got there through growth • AI companies continue operating differently • Operating profiles change significantly over time Full summary in today’s newsletter. https://t.co/IUcgL7Hrzv #VC #VentureCapital #RuleOf40 #SaaS

Doug Dyer

@TheFundCFO

Joined December 2010

3.9K Following 2K Followers

Doug Dyer@TheFundCFO

2026.07.21 12:30

Most Rule of 40 discussions focus on public SaaS companies. @metrics_co instead analyzed 1,377 venture-backed private companies, and the results were interesting: • Only 27.9% cleared Rule of 40 • Nearly 90% got there through growth • AI companies continue operating differently • Operating profiles change significantly over time Full summary in today’s newsletter. #VC# #VentureCapital# #RuleOf40# #SaaS#