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Jamin Ball

Jamin Ball

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Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal

Recent Posts

Scaling Infra Software Is Harder Than It Looks
Social•Jan 1, 2026

Scaling Infra Software Is Harder Than It Looks

Feels like this applies to just about every piece of infra software: "everyone thinks it's easy but then when you need to scale..."

By Jamin Ball
Software Valuations Rise with Growth: Median Multiples Up to 14.5x
Social•Dec 12, 2025

Software Valuations Rise with Growth: Median Multiples Up to 14.5x

This week on Clouded Judgement: Systems of Record are Evolving - Median software multiple: 4.9x - High Growth software median: 14.5x - Mid Growth software median: 7.5x - Low Growth software median: 3.7x - 10Y: 4.2% Article in next post 👇 https://t.co/UNwSW8tzzJ

By Jamin Ball
Record‑keeping Software Multiples Rise with Growth Rates
Social•Dec 12, 2025

Record‑keeping Software Multiples Rise with Growth Rates

This week on Clouded Judgement: Systems of Record are Evolving - Median software multiple: 4.9x - High Growth software median: 14.5x - Mid Growth software median: 7.5x - Low Growth software median: 3.7x - 10Y: 4.2% https://lnkd.in/gqZjDGnS

By Jamin Ball
Today's Top 10 SaaS Cloud Multiples Revealed
Social•Dec 5, 2025

Today's Top 10 SaaS Cloud Multiples Revealed

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close https://t.co/2XF2dRfFgW

By Jamin Ball
Top 10 SaaS Cloud Multiples This Week
Social•Dec 5, 2025

Top 10 SaaS Cloud Multiples This Week

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

By Jamin Ball
Software Valuations Spike with Growth: High‑growth 15.1×
Social•Dec 5, 2025

Software Valuations Spike with Growth: High‑growth 15.1×

This week on Clouded Judgement: Monopoly Money - Median software multiple: 4.8x - High Growth software median: 15.1x - Mid Growth software median: 6.0x - Low Growth software median: 3.8x - 10Y: 4.1% Article in next post 👇 https://t.co/ovyzvnhQGE

By Jamin Ball
AI Agents Are Just Robust, Stateful Workflows
Social•Dec 2, 2025

AI Agents Are Just Robust, Stateful Workflows

"AI Agents" are really just workflows, which consist of managing state, handling (sometimes very) long running workflows, with error handling and automatic recovery and retries built in. Great to see more attention on this important category. If you want the best...

By Jamin Ball
AI Agents = Stateful Workflows with Built‑in Resilience
Social•Dec 2, 2025

AI Agents = Stateful Workflows with Built‑in Resilience

"AI Agents" are really just workflows, which consist of managing state, handling (sometimes very) long running workflows, with error handling and automatic recovery and retries built in. Great to see more attention on this important category. If you want the...

By Jamin Ball

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