Clouded Judgement

OCTOBER 21, 2022

And to get ahead of some questions, the long term average I’m using is from 2010-2020 (so excluding the crazy multiples of Covid). The average 10Y in the period of 2010 - 2020 was ~2.3%. I don’t think it goes back to ZIRP, but I think it looks closer to the average from 2010 - 2020 than what it does today.

Cloud 130

Cloud Software Review Subscription Payment Features 130

Clouded Judgement

NOVEMBER 3, 2023

This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). So what’s holding up software stocks valuations??

Software Review 167

Software Review Cloud Software Azure 167

Baremetrics

AUGUST 6, 2021

mostly referred to as Stripe) was founded in 2010. Stripe is a payment processing company but is also used to create reports. Close to 2 million websites use Stripe reports and the company holds a 18.54% market share in the payments processing category. Stripe, Inc. What Metrics Are Calculated in Stripe? Try Baremetrics Free.

Payment Services 98

Payment Services Payments SaaS Payments Payment Methods 98

Clouded Judgement

JUNE 16, 2023

Said another way, the median NTM revenue multiple is ~23% below it’s historical average, but forward growth expectations are the lowest ever (~40% below historical average), and the 10Y is ~40% higher than it’s historical average (from the period 2010-2020). Median NTM Growth Rate was ~25% Median 10Y was ~2.3%

Cloud 130

Cloud Software Subscription Payment Features 130

Clouded Judgement

FEBRUARY 24, 2023

So today, the median multiple is ~25% lower than where it’s longer term average (pre 2010 we don’t have much data on cloud software multiples as there weren’t many public cloud software companies). It makes sense the median multiple today is lower than the 2010-2020 average given the difference in rates.

Cloud 130

Cloud Subscription Payment Features Revenue 130

Intercom, Inc.

MAY 10, 2018

Those working in growth and retention must continually seek “fresh powder.”. When I think about growth and Dropbox, Drew Houston’s classic talk from the 2010 Startup Lessons Learned Conference immediately comes to mind. The interesting early story there is that they had amazing retention but not a lot of top-line growth.

Acquisition 224

Acquisition Marketplace as a Service Retention Startup 224

Frontegg

MAY 27, 2021

Product-Led Growth (PLG) is a consumer-centric scaling, conversion, and retention philosophy that uses the product itself as the primary growth driver. Best For: Subscription Management, Billing. Looking for a comprehensive end-to-end solution for your subscription management and billing requirements? 6 ChargeBee.

Payment Solutions 98

Payment Solutions SaaS Payments Payments Scale 98

SaaStr

SEPTEMBER 12, 2019

At Twilio, I think my entire job there my first two years was throwing t-shirts at people, because everyone had a Twilio t-shirt I think in the developer community in 2010, and that was our marketing strategy. Its product drives the acquisition, retention and expansion. But it worked. They wanted to tell their friends about it.

Investment 107

Investment Underperforming Technical Team Sales Hiring Software Review 107

SaaStr

APRIL 30, 2022

So growth of the kind of subscription, eCommerce industry has been over 100% year on year for the past five years, according to McKinsey. And account management, which is basically around for retention and also upsell of different products. Transcript. Head of France and Southern Europe @ Stripe | Guillaume Princen. Hi, everybody.

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

Natalia Luneva

JANUARY 7, 2023

free with key password free хороший with email archiving, content search, basic audit, manual retention policies and sensitivity labels. Unlimited OneDrive storage for subscriptions of five or more users. Subscriptions for fewer than five users receive 1 TB OneDrive storage per user. You can cancel your subscription at any time.

Payment Services 52

Payment Services Payment Features Payment Solutions Payment Methods 52

Baremetrics

FEBRUARY 6, 2022

That could mean they have unsubscribed from your email newsletters, haven’t renewed their subscriptions to your service, or just won't buy from you again. Always consider the seven Rs of customer retention - simply because it’s more cost-effective and profitable to retain an existing customer than attract a new one.

Metrics 106

Metrics Social Media Scale Churn 106

ChurnZero

JANUARY 13, 2022

As the lynchpin to customer retention, his history in providing best-in-class customer experience will elevate the customer journey and drive continued ComplySci growth. This role is made for her,” said Kirsten Davies, SVP and Chief Information Security Officer, The Estée Lauder Companies. Adi Janowitz, Chief Customer Officer, Hibob.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

SaaSHolic

FEBRUARY 6, 2023

Good customer success software will help you identify red flags and maintain successful customer retention. These are services hosted in a central location and made available online on a subscription basis. Totango Guy Nirpaz founded Totango in 2010. You must make the right choice. This helps a lot with decision-making.

Customer Success 52

Customer Success Software Subscription Payment Features 52

SaaSHolic

DECEMBER 9, 2021

Good customer success software will help you identify red flags and maintain successful customer retention. These are services hosted in a central location and made available online on a subscription basis. Guy Nirpaz founded Totango in 2010. You can effectively manage your renewals, upgrades, and subscriptions from one place.

Customer Success 52

Customer Success Software Subscription Payment Features 52

OPEXEngine

NOVEMBER 22, 2022

Despite Intuit’s timing lead, Xero grew faster than Intuit’s Small Business Segment (products and subscriptions), outperforming the large competitor with an eight-year Compounded Annual Growth Rate (CAGR) of 52% versus 3% for Intuit. Revenue retention also reflects the Customer-Centric model framework.

Business Model 52

Business Model Business SaaS Scale 52

SaaStr

AUGUST 7, 2020

Retention is much better than most businesses and then the upsell opportunities are quite good, so it’s not surprising that while maybe not so popular a few years ago, you’ve seen quite a few successful exits in this space. We did things like we said, “Look, give us a year annual subscription.

Payment Solutions 195

Payment Solutions Pricing Payments Payment Services 195

Outseta

OCTOBER 15, 2018

Wistia Funding History $650,000 from angel investors in 2008 $775,000 from angel investors in 2010 $17.3M Buildium (founded in 2004) was set up as a LLC with a membership units plan to help drive employee retention and deliver financial rewards to employees in the case of a liquidity event. TWO ESTABLISHED COMPANIES CHANGE COURSE.

CTO Hire 65

CTO Hire CTO Coach SaaS New CTO 65

SmartKarrot

MAY 14, 2020

Customers are demanding more from the business in terms of services they can avail and with the month to month subscription plans, it has become much easier for them to switch vendors if their expectations are not met. Between 2000 to 2010: CRM, Web Channels, Mobile App . 2010: SaaS, 2013: Customer Success .

Customer Success 10

Customer Success Technical Review Software Review Business Model 10

Intercom, Inc.

DECEMBER 31, 2019

To give some perspective, there were about 300 million smartphones sold in 2010. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model. Perhaps nowhere is the impact of the subscription model quite as dramatic as in popular culture. There are about 3.2

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SmartKarrot

JANUARY 22, 2021

As we are constantly grappling with the new-generation subscription-based economy, we have learned that a low barrier entry also signals a low barrier to exit. 2005 – 2010: Automation and Marketing plugs in Engagement and Sales. Next comes the Retention stage. Here is what we will be delving into today: Customer Success: Past.

Customer Success 10

Customer Success Scale Artificial Intelligence Sales Hiring 10

SaaStock

MARCH 20, 2019

ProfitWell provides industry standard subscription financial metrics that uncover pockets of hidden revenue through unmatched subscription intelligence. ProfitWell is used by over five thousand subscription companies every day, including Meetup, HubSpot, and Teamwork.com. Founded: 2010. Based in: Boston, MA. ProfitWell.

SaaS Payments 271

SaaS Payments Merchant Services Payment Solutions Payments 271

SaaStr

OCTOBER 24, 2019

Jos White : We were fortunate enough to lead a Series A investment into Tradeshift back in 2010, I think. Christian Lanng : So we started with something very, very narrow, which was invoicing. But invoicing happens to be connected to something really, really important, which is payments. You pay a subscription.

Payments 120

Payments Payment Features SaaS Payments Underperforming Technical Team 120

SaaStr

JUNE 4, 2019

So, I’ve had success at running surveys and getting customer feedback in various places including at LinkedIn where when I was there in 2010, we started something called global recruiting trends and to this day they still run that type of research although the format as you would expect has shifted over the years.

Sales Recruiting 225

Sales Recruiting Scale Underperforming Technical Team Pricing 225

SaaStr

NOVEMBER 2, 2019

And so I’m so thrilled to welcome back Krish Subramanian, founder and CEO at Chargebee, the startup that lets you go beyond payment, billing, and recurring invoices to delivering subscription experiences that wow and what they’re doing now in the world of rev ops, trust me, it’s pretty mind blowing.

Scale 144

Scale Sales Recruiting SaaS Payments Payment Services 144

SaaStock

MARCH 20, 2019

ProfitWell provides industry standard subscription financial metrics that uncover pockets of hidden revenue through unmatched subscription intelligence. ProfitWell is used by over five thousand subscription companies every day, including Meetup, HubSpot, and Teamwork.com. Founded: 2010. Based in: Boston, MA. ProfitWell.

SaaS Payments 100

SaaS Payments Merchant Services Payment Solutions Payments 100

SaaSOptics

AUGUST 16, 2018

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36 .

SaaS 40

SaaS Sales Hiring Scale Venture Capital 40

SaaSOptics

AUGUST 16, 2018

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36 .

SaaS 40

SaaS Sales Hiring Scale Venture Capital 40

SaaSOptics

AUGUST 16, 2018

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36.

SaaS 40

SaaS Sales Hiring Scale Venture Capital 40