Remove recur all scaled-pricing
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How I Reverse-Engineered a $100M Exit with SaaStr Founder and CEO Jason Lemkin

SaaStr

Today that would be a dream, but in 2011, people didn’t understand the metrics around recurring revenue businesses, so investors weren’t sure it was a good business. You Need A Business Model with Economies of Scale As you’re trying to reverse engineer whether your business model makes sense, you have to look at your business model.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. And once a customer has paid back the initial acquisitions costs to acquire it, all future streams of revenue can loosely be described as a cash flow annuity.

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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? 50% revenue from software (recurring), 50% from payments (not-recurring). . And half from fees on transactions it processes: Is this all really ARR?

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Mastering the Art of Complex B2B Recurring and Subscription Billing: Conquering Channel Business Management

Blulogix

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Conquering Channel Business Management In the dynamic landscape of B2B subscription models, channel business management emerges as a pivotal strategy for expanding market reach and enhancing product distribution.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between Jan 24th – March 27th. Over my years as a VC, I’ve had the opportunity to meet with hundreds of entrepreneurs who are all building special companies.

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Clouded Judgement 4.19.24 - Rubrik IPO Update

Clouded Judgement

Subscribe now Rubrik IPO Update This week Rubrik launched their IPO with an initial pricing range of $28 - $31 / share. I lay out all of these numbers to hopefully portray that the business is growing much faster than the 5% 2023 revenue growth would suggest. All of that being said - the initial range the company set implies a 6.5x

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Mastering the Art of Complex B2B Recurring and Subscription Billing: Integration and Automation: Scaling Your Business Efficiently

Blulogix

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Integration and Automation: Scaling Your Business Efficiently In subscription-based business models, particularly those operating within the digital space, managing digital inventory emerges as a critical yet complex task.

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