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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

The disconnect in rates and multiples is even more stark when we look at growth adjusted multiples (taking revenue multiples and dividing them by forward growth rates). Revenue multiples are a shorthand valuation framework. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 183
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Chargebee vs. Zuora: A Detailed Look

Baremetrics

If you are looking for the right billing and invoicing solution for your business, Zuora and Chargebee should be at the top of your list. Do they support the payment platform you desire? Do any of them have what you want in a subscription management service? Zuora These two platforms are quite useful for billing and invoicing.

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The top SaaS companies ruling the East Coast

SaaStock

As we wrote in our launch post about expanding SaaStock New York into SaaStock East Coast , our main aim is to foster a community of top SaaS companies that spans all the way from Florida to Quebec. The SaaS industry’s beating heart will probably always be New York, and it will also be the home of SaaStock East Coast on June 4-6.

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Subscription Rockstars: How HubSpot Went From Zero to $500+ Million in Annual Revenue

Chargify

Welcome to the Subscription Rockstars series! And, of course, we will pay special attention to how their subscription billing models and pricing strategies contributed to their growth. As Chris Monk explains in his article “SaaS Founders? HubSpot is one of the fastest growing SaaS companies of all time. 2007:$255,000.

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Benchmarking LinkedIn's S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

Second to Salesforce, LinkedIn is the second largest SaaS company in the world. Unlike most SaaS companies which are B2B, LinkedIn is a B2C2B company. The intrinsic data and people network effects of the business create reinforcing feedback cycles that have helped the business achieve tremendous revenue growth.

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Recession Planning & Maintaining Growth

OPEXEngine

Will private SaaS valuations be affected by the drops in the stock market? These are questions that we have been hearing from SaaS CFOs across the spectrum. . Some SaaS companies that had been planning to file S-1s in Q1’22 are holding the registration. Will there be a recession? Navigating the Great Recession.

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Product-led Growth: What It Is and Why You Need It

Totango

Product-led growth (PLG) has emerged as one of the best strategies for selling SaaS software. SaaS businesses adopt product-led marketing to lower customer acquisition costs while improving customer retention and accelerating revenue growth. Why Are SaaS Businesses Opting for Product-led Growth Strategies?