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5 Interesting Learnings from Jamf at $500 Million in ARR

SaaStr

The company was founded in 2002, well before Apple’s renaissance, and took a while to take off. Sometimes, you need a macro trend to really break your way. JAMF: pic.twitter.com/99ZoDn85YO — Jason Be Kind Lemkin  (@jasonlk) January 29, 2023 5 Interesting Learnings: #1. 12+ Years Until Business Really Took Off.

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The Four Key Trends of the Startup Acquisition Market

Tom Tunguz

Given this state of affairs, it’s a good time to take stock of the major trends in the startup market. If acquirers maintain the same pace from the first nine months of the year through Q4, more than 450 venture-backed startups will have been acquired, generating more than $25B in proceeds.

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What’s Really Happening in Venture Capital Today with Redpoint Ventures Managing Director Logan Bartlett

SaaStr

Over the last couple of years, that number has trended higher as businesses try to grow through the prior round of valuations. Situation Two If you go back and look, we’re nowhere near the highs after the internet bubble in 2002, when 53% of all rounds done were down rounds. Just because a trend is inevitable doesn’t mean a company is.

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The Financing Trends of Billion Dollar SaaS Companies

Tom Tunguz

The first row contains data from IPOs between 1998-2002, the second bucket contains data from IPOs between 2002-2006 and so on. 2002 71 3.0 2002 71 3.0 From this table, we can identify five key trends: The number of SaaS IPOs has more than doubled in the past 12 years. 1998 42 2.5 2006 66 4.0 2010 101 4.5

Finance 100
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Do Startups Require Less Capital to Succeed than 10 Years Ago?

Tom Tunguz

Given that trend, I wondered if there is there any truth to the idea that startups today require less capital than before to succeed. The line chart above shows the trend across the four different IPO cohorts from 1998-2014. Before 2002, the median ROIC never exceeded 0.9. over the course of the same 16 years.

Startup 100
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Veeva: The Biggest Vertical SaaS Success Story of All Time (Video + Transcript)

SaaStr

If you take this ability to not follow the herd and the experience, you can spot trends. When you think about it, when a trend is early, everybody thinks you’re wrong. Peter : 2002, I guess or so. Jason : The world ended in 2002 too. Peter : Long term, you go back the last 1,000 years, that has been the trend.

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The Investment Patterns of SaaS Companies in Sales and Engineering Over Time

Tom Tunguz

I’m not sure, but the trend is real on a percentage basis as well as on a dollars basis. Looking at the gross dollars invested in engineering, the 2014 cohort spends much more than the 2010, 2006 and 2002 cohorts, setting aside one outlier year in the 2006 cohort. There seems to be a bumpy, but persistent decline. 1998 34 11.