Any measurable consistent demand that can be seen on a monthly basis - assuming net lifetime value >0 is really, really good. The problem with SaaS growth is t

Any measurable consistent demand that can be seen on a monthly basis - assuming net lifetime value >0 is really, really good. The problem with SaaS growth is that it's a function of customer acquisition, marketing etc.. But once you account for that, if customers are sticking around (low churn) and the acquisition/revenue works out, then if you contemplate what 'compound interest' means - and the necessity of a 'large market' - then it's probably a good investment, it just depends on the terms.