Founder Thesis
Weekly insights on the decisions that determine what a buyer will pay, and what most founders never know until it is too late.
ISSUE 01
What changes when you stop building and start preparing
April 24, 2026
Download →Issue 02
ARR tells a buyer what your business earns. These eight levers determine what they are prepared to pay for it.
April 24, 2026
Download →Issue 03
Twelve categories of value reduction that buyers apply before any offer is made, and before most founders realise it is happening
April 24, 2026
Download →Issue 04
Why the price was largely set before you walked into the room, and why the meeting you thought went well may have already closed against you.
April 24, 2026
Download →Issue 05
What the founders who achieve the best outcomes did in the twenty - four months nobody saw
April 24, 2026
Download →Issue 06
Most founders know their revenue number. Fewer know whether it is the number a buyer will price from.
April 24, 2026
Download →Issue 07
A founder measures the strength of a customer relationship by how long it has lasted and how well it has been managed.
April 24, 2026
Download →Cube Capital Review
In-depth research on the forces shaping Australian technology M&A, published monthly.
What happens when artificial intelligence learns the oldest survival trick in the book
April 24, 2026
Download →Why AI - Adaptive Software Will End the Replacement Cycle — and What Software Founders Must Decide Before It Does
April 24, 2026
Download →Why the $3 Trillion Software Economy Is Being Rewritten
April 24, 2026
Download →Why buyers price transferability before diligence is complete
April 24, 2026
Download →How AI Is Forcing Australian SaaS Founders to Reclassify Their Future
April 24, 2026
Download →Why the Software Valuation Crisis May Be Worse Than the Dot Com Crash
April 24, 2026
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Sell-side technology M&A advisory. Sydney, Australia.
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Cube Capital provides M&A advisory services to wholesale clients only. This website does not constitute financial product advice. Advisory services are provided in accordance with applicable Australian financial services law.