Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

The Daily Egg

AUGUST 5, 2022

You want your orders to reach your customers quickly and safely, and investing in the best shipping software is the most reliable. The post Best Shipping Software Compared appeared first on The Daily Egg.

Software Review 306

Software Review Software Investment 306

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We’ve already had ~20% of software companies report Q1. Altimeter is an investment adviser registered with the U.S.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

SaaStr

MAY 17, 2022

Q: What are the most common mistakes people do while investing? My top mistakes in venture investing at least: Investing when I didn’t 100% believe in the CEO. No matter how interesting the metrics, even the product is, don’t invest if you don’t 100% believe in the CEO. Investing when the CEO is a bit full of s**t.

Investment 289

Investment Software Metrics 289

Tom Tunguz

AUGUST 1, 2022

How much value does a successful software startup create per dollar of venture investment? Let’s call the value generated per venture dollar the MOIC (multiple on invested capital). Over the last 30 years, a venture dollar invested in a successful US software startup generated $10 of value. Notes on the data.

Startup 287

Startup Software Pricing Investment 287

The Daily Egg

JULY 30, 2020

The best contact management software are Salesforce Essentials and Insightly. That’s why you need to invest into a good contact management software. The post Best Contact Management Software appeared first on The Daily Egg. In sales, your customers are your lifeblood. It helps you keep track of all of your […].

Software Review 346

Software Review Software Management Investment 346

Andreessen Horowitz

MAY 7, 2024

Some of the greatest software platforms in history have risen to the occasion in their respective markets to protect the enterprise against these evolving threats. In four short years, the company has grown to over $350M ARR , making it one of the fastest growing software companies of all time.

Investment 107

Investment Cybersecurity Azure Cloud 107

Andreessen Horowitz

MAY 30, 2024

Software as a cancer diagnostic There are nearly ~2M new cancer diagnoses annually in the US, many more globally. These are rare traits in a team that is also so cutting-edge in their own AI, software, and execution capabilities. This is exactly where we believe Valar Labs’ AI diagnostic products sit.

Investment 87

Investment Healthcare Software Review AI 87

Tom Tunguz

AUGUST 20, 2023

Since then, investing activity dropped precipitously. The red is a linear model based on data from 2010 to 2018 that predicts activity rates for each financing series of US & Canadian software companies. [1] The post-Covid surge in venture capital pushed valuations & activity to record breaking heights.

Investment 196

Investment Venture Capital Startup Finance 196

Andreessen Horowitz

MARCH 26, 2024

Software and robotics, for example, have always presented immense potential to automate repetitive mundane tasks that humans perform, freeing them up to do more valuable work. It turns out LLMs are especially good at overcoming these hurdles, and they will set new standards for what software is capable of automating.

Investment 116

Investment Healthcare AI Business Model 116

Payrix

MAY 14, 2024

When it comes to software, success doesn’t hinge on innovation alone. No one knows this better (or more intimately) than a software company Chief Revenue Officer (CRO). Adam Tesan, CRO at Worldpay for Platforms, is a seasoned executive leader with decades of experience in sales, marketing, and revenue in the software space.

Payments 147

Payments Payment Services Payment Solutions SaaS Payments 147

SaaStr

SEPTEMBER 23, 2022

Dear SaaStr: How Does SaaStr Fund Decide What to Invest In? Let me give my investing process at least for SaaStr Fund : First, I try somehow to identify before a first meeting if there is a >=2.5% chance of investing. Second, I then look for reasons not to invest. No matter how appealing the investment is otherwise.

Investment 256

Investment Startup Metrics Software 256

The Daily Egg

APRIL 2, 2021

When you can’t keep track of project details and your team feels scattered, it’s time to try project management software. Often this is a business investment, but if you’re not ready to buy, you can take advantage of plenty of free options. The post Best Free Project Management Software appeared first on The Daily Egg.

Software Review 278

Software Review Software Management Investment 278

Andreessen Horowitz

FEBRUARY 22, 2023

They’ve often lived through the pain of bad software, diagnosed the cause of their suffering, and made it their mission to convince the world they have … The post Investing in Svix appeared first on Andreessen Horowitz. Every so often, we meet founders with unusually strong conviction about solving systems problems.

Investment 127

Investment Software Software Development Enterprise 127

Tom Tunguz

MAY 3, 2023

The P&L differs from a classic software company. Investment in web3 companies will fall by at least 60% year-over-year in 2023. What other business suffered a loss of 80% of revenue & went from burning $2b per quarter to producing more than a hundred million in profit? So does the corporate structure. Net Revenue, $m 251.6

Software 233

Software Trends Revenue Investment 233

Tom Tunguz

FEBRUARY 6, 2022

If I gave you $10,000 to invest in one company today among the following four software businesses, which would you pick? Which investment will generate the greatest return? This is the question facing late-stage software investors today. Venture investing clocked more than $329b invested last year , up 10x since 2010.

Investment 250

Investment Pricing Business Model Enterprise 250

Andreessen Horowitz

NOVEMBER 1, 2023

We’ve already used software to optimize countless tasks across countless industries, and it’s imperative that first-class software also be built to support one of the most important pieces of our public safety infrastructure. That’s why we are so proud to invest in Prepared.

Investment 107

Investment Wireless AI Data 107

Andreessen Horowitz

MARCH 11, 2024

Against this backdrop, we’re excited to announce our investment in Kaedim , a new type of co-development platform providing AI-powered art outsourcing. CEO & founder Konstantina Psoma grew up in Athens, Greece watching her father build his own software company and her mother immerse herself in art.

Outsourcing Services 81

Outsourcing Services Investment Outsourced Development Marketplace as a Service 81

Clouded Judgement

APRIL 11, 2024

Is Software Rebounding? Azure has gone back above trend as they’ve benefited quite a bit form the recent AI boom There’s many ways of answering the question of “is software rebounding” when looking at performance from Q4. Some software companies also have seasonality in the “payback.”

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

SEPTEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date! ” Let’s dig in.

Software Review 183

Software Review Cloud Software Revenue 183

SaaStr

NOVEMBER 10, 2022

Dear SaaStr: What is the Process You Follow When Investing in an Up-and-Coming Startup? chance of investing. The single most important thing you can do is protect your “slots” so that you meet with startups there is at least some chance you might invest in. Second, I then look for reasons not to invest. But others won’t.

Investment 262

Investment Startup Metrics Software 262

Subscription Flow

MAY 10, 2024

As public interest in fundraising has grown, people are increasingly invested in supporting the causes that resonate the most with them. Luckily, these problems are easily solvable by using an efficient and reliable recurring billing management software like, for example, SubscriptionFlow. Having recurring donors mitigates this issue.

Payment Solutions 89

Payment Solutions Payments Payment Methods Payment Services 89

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

Andreessen Horowitz

FEBRUARY 21, 2023

If aliens landed on earth and decompiled our software, every app would look roughly the same: some combination of networking, storage, and compute. The way developers consume these … The post Investing in Replicate appeared first on Andreessen Horowitz. It’s very rare to see a new building block emerge in computing.

Investment 102

Investment Software Development Machine Learning 102

SaaStr

OCTOBER 20, 2022

In my own portfolio , more of my investments had a record month in October than a rough month. And they say 2023 will be a banner year for enterprise software spend at least — growing a stunning 11% to $880 Billion. 32% are increasing investment in artificial intelligence (AI) and 24% in hyperautomation”, per Gartner.

Forecasting 229

Forecasting Artificial Intelligence Software Business 229

SaaStr

JANUARY 6, 2021

Q: I run a bootstrapped software company and our biggest customer (60% of our revenue) has offered on several occasions to invest in the company. Taking an investment from your largest customer certainly will complicate things. Rarely keep investing after the initial investment. But a VC investment is.

Investment 274

Investment Software Review Acquisition Pricing 274

SaaStr

MARCH 23, 2021

Battery Ventures recently put out its Software 2021 report with a ton of interesting learnings across the leaders in SaaS and Cloud. Battery Ventures’ data says while VC investment $$$ are on fire — they aren’t going into more startups. The post Battery Ventures: VC Investments Are Way Up. ” #2.

Investment 227

Investment SMB Acquisition Cloud 227

Clouded Judgement

DECEMBER 21, 2023

Subscribe now Is Software Rebounding? This is the first quarter we’ve heard that message, and a good leading indicator for the rest of the software buying universe. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. net retention and CAC payback).

Cloud 177

Cloud Software Benchmarks Retention 177

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. This is for information purposes and should not be construed as an investment recommendation. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

User Pilot

OCTOBER 26, 2023

What is software ROI and how to measure it? TL;DR Software ROI, or Return on Investment , represents the financial and business benefits of implementing a software application while factoring in the cost of the investment. Calculating software ROI is crucial for informed decision-making for technology investments.

Outsourcing Services 95

Outsourcing Services Software Outsourced Development SaaS 95

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? There was some talk last week on the All-In podcast about software companies. The gold standard for all public software companies is GAAP net income in the fullness of time.

Cloud 130

Cloud Software Sales Hiring Scale 130

Tom Tunguz

DECEMBER 11, 2022

Average Software Public Value. As Michael Mauboussin writes in Expectations Investing , there’s information in price. Third, it’s the most substantive acquisition to announce this year after Figma’s announced its sale to Adobe. The M&A market may be thawing a bit. Revenue, $m. Revenue growth. Gross margin.

Acquisition 235

Acquisition Startup Software Pricing 235

USIO

JANUARY 15, 2024

Subscription Models: Usio will provide general insights into why subscription-based payment processing is often considered advantageous for Software as a Service (SaaS) businesses. This consistent income stream allows SaaS companies to manage operational costs more efficiently and invest in product development and customer support.

SaaS Payments 130

SaaS Payments Payment Services Payments Payment Solutions 130

User Pilot

MAY 13, 2024

Is your team struggling to determine the return on investment (ROI) of product marketing strategies? In this article, we’ll take a look at a few powerful marketing analytics software, focusing on their features and pricing. Most marketing analytics software tools come with robust data visualization and reporting capabilities.

Software 81

Software Marketing Scale Social Media 81

User Pilot

MAY 22, 2024

You can access this information through the right customer lifecycle management software. TL;DR A lifecycle management software allows you to analyze customer behavior from the discovery stage onwards. The best customer lifecycle software in the market includes: Userpilot. How to choose the right customer lifecycle software?

Software Review 95

Software Review Technical Review Software Systems Review 95