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The Power of Going Long in SaaS

SaaStr

Marketo IPO’s in 2013 at $700m market cap. Today, $128B market cap. 2016: IPO at $1.15B market cap. in first angel round in 2007. These are the Best of TImes in Cloud and SaaS. The post The Power of Going Long in SaaS appeared first on SaaStr. Vista buys Marketo for $1.8B 100x from IPO. Solo founder.

SaaS 209
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How VCs Value Rainbow Foals in 2022

Tom Tunguz

When Aileen Lee published “Welcome to the Unicorn Club” - the article that coined the word unicorn for a $1b startup - the average public SaaS company commanded a market cap of $1.5b. Fewer than 15 SaaS companies traded on public exchanges then. From 2007 to 2016, $1.5b Mean market cap halved to about $4.5b.

Startup 235
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5 Interesting Learnings from Zscaler at $1B in ARR

SaaStr

Ok times are tough in the public markets for SaaS and Cloud. So Zscaler is the quiet SaaS and Cloud leader that just … delivers. With CEO Jay Chandhry still owning 25% of a $30B market cap, it’s also an epic model in managing dilution. Sales + Marketing declined from 59% of revenue to 47%.

Scale 243
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How Healthy is the SaaS IPO Market?

Tom Tunguz

More than 15% of all software revenue is now generated by software as a service companies, and there are more than 50 publicly traded SaaS companies today. After more than a decade of reinvention, I was curious how healthy the IPO market is for SaaS companies. The chart above plots the number of SaaS IPOs. billion and $0.6

Marketing 101
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5 Interesting Learnings from UserTesting at $160,000,000 in ARR

SaaStr

So UserTesting is a case study on how great SaaS can be (innovating and creating a market leader, and driving it to $160m+ ARR) … and also hard SaaS can be. It’s not that easy out there in SaaS land these days, folks. These are still great times in SaaS. It makes you wonder. Not great but OK.

Scale 220
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Holiday Specials: 2023 Cyber Weekend SaaS and Software Deals

FastSpring

In case you missed it, our recent 2023 SaaS and Software Holiday Spend Report highlights how, whether your business focuses on B2C, B2B, or both , SaaS and software Q4 sales bumps are significant around the globe. a financial software company founded in 2007 and based in Southern California. Deal: “ 20% discount on all products.

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18 investors fueling Latin America’s SaaS superstars

SaaStock

As we showed you in the list of SaaS companies coming out of Latin America, the region has no shortage of SaaS superstars. Another was 2011/2012 where not only were another 5 VC firms started but it’s also when international ones set their eyes on this vast market. It was SaaS that they were looking at.