Tom Tunguz

MARCH 11, 2020

In 2006, VCs invested about $3.5B Then the investing velocity fell by half to $2.9B, $2.7B, and $2.3B Seed investments suffered a 50% fall in Q3 2008, but the market came right back in Q4 and continued to increase in volume. The Series A market started growing in Q4 and then grew steadily through 2012.

Marketing 346

Marketing Startup Investment Trends 346

The Angel VC

JANUARY 2, 2012

It's also a good time to take a look at my angel investments because from now on I'm going to make all new investments via Point Nine Capital. In 2011 there were 0 write-offs , which means that the total number of active investments is 26. Last year I wrote a series of small portfolio review postings.

Investment 109

Investment Startup Sales Marketing 109

Tom Tunguz

MARCH 1, 2015

The seed stage investment market feels like it’s changing quickly. These firms raised between $5 and $75M to invest in seed stage companies. In addition, VCs have been participating in the seed stage market as well, making 2013 a banner year for seed investment. Startups raised 132% more in seed rounds than in 2012.

Investment 100

Investment Marketing Finance Acquisition 100

Tom Tunguz

NOVEMBER 26, 2012

Fred Wilson’s perspectives on trends in consumer web investment created a big brouhaha over the weekend. Commenting on a WSJ article , Wilson offered his confirmatory observations that follow-on investments in the consumer web have become more challenging as momentum investors have shifted toward enterprise. of VC dollars.

Trends 100

Trends Investment Healthcare Enterprise 100

Tom Tunguz

JULY 13, 2015

Earlier this week, we examined the trends in the major categories of startup investment including eCommerce, Software, Social Networking and Education. Each year, starting in mid-2012 through mid-2015, these sectors have grown their investment dollars by more than 145%, according to Mattermark data.

Investment 100

Investment Startup Transportation Venture Capital 100

SaaStr

DECEMBER 30, 2022

Expanding from IaaS (infrastructure as a service) products only in 2012, their business is now spread over 10 unique products, including PaaS (platform as a service) and serverless options. . Regardless of how invested you’re in a self-serve model, you’ll likely add a human touch and sales team at some point.”. Key takeaways.

Scale 189

Scale Scaling Revenue Enterprise 189

SaaStr

JANUARY 15, 2021

R&D) … and that ballooned to as much as 44% under SAP (re-investing in product) … and now has come down to 31% as the company marches again to being a stand-alone company. There are a lot of mini-lessons here on the ability to invest when you don’t have to worry about being public, etc.,

Enterprise 245

Enterprise Scaling Investment Revenue 245

SaaStock

MARCH 8, 2019

Before getting into the investment world, she started and sold two successful companies in edutainment, and made a prominent name in the tech field around the world. At the beginning of 2019, she became an ambassador of Moxie Future, an initiative for women investors that facilitates investment in a responsible and sustainable future.

VP of Engineering 264

VP of Engineering CTO Coach Venture Capital SaaS 264

SaaStr

OCTOBER 7, 2022

The number of global venture capital (VC) investments dipped in 2022, thanks to ongoing geopolitical tensions, turbulence in global capital markets, supply chain issues, and increasing interest rates. The rise and fall of these investments have resulted in negativity in the global VC space in 2022. The recent downward movement.

Venture Capital 198

Venture Capital Marketing Startup Construction 198

SaaStr

NOVEMBER 16, 2021

David Sacks: SaaS Background and Investments. billion in 2012. David Sacks has invested in over 20 unicorn companies, including Airbnb, Bird, ClickUp, Facebook, Slack, and Uber. David Sacks has invested in over 20 unicorn companies, including Airbnb, Bird, ClickUp, Facebook, Slack, and Uber. ARR: $1million.

CTO Hire 237

CTO Hire Sales Hiring Sales Recruiting CTO 237

Tom Tunguz

AUGUST 8, 2019

FinTech - challenger banks, new electronic stock brokers, AI-powered investment advisors; startups are besieging the incumbents of this regulated world and assailing them in ever greater numbers. Social Media - Facebook went public in 2012. Food and Beverage - the way we eat and farm is evolving quickly.

Artificial Intelligence 280

Artificial Intelligence Startup Blockchain Social Media 280

SaaStr

NOVEMBER 25, 2022

In 2012, the website was transformed into the Atlassian marketplace, giving plugin developers the opportunity to make money off of their plugins. Both partners need to consider cultural fit as a priority and ensure they are both invested in one another’s success. This meant so many new features to use for every Atlassian customer.

Scale 214

Scale Scaling Marketplace as a Service Entrepreneurship 214

Tom Tunguz

DECEMBER 16, 2020

The merry retail investors using Robinhood bolster the passive investment wave, and their market-shaping forces sustain stratospheric multiples in the public markets. The IPO market hasn’t been this hot since at least 2012, but likely since the dot-com era. The M&A market continues to surge.

Sales Recruiting 279

Sales Recruiting Blockchain Banking Machine Learning 279

SaaStock

JANUARY 30, 2019

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. Its partners boast diverse venture experience and have previously invested in more than 70 companies. SaaS Investments: Pipefy, HeyDoctor. Founded: 2017. Size of fund: $20M.

Venture Capital 155

Venture Capital SaaS Healthcare Finance 155

Tom Tunguz

FEBRUARY 5, 2014

They may also require less dilution because of the smaller investment size. Using Crunchbase data from 2005 to 2012, I’ve plotted the follow-on rates by size of seed investment quintiles across 2906 companies in that period. More runway implies better odds of success.

Investment 100

Investment Startup Product Marketing Data 100

SaaStock

JANUARY 25, 2019

Founded : 2012. from Astella Investimentos, Spectra Investments and others. Founded : 2012. Founded : 2012. Founded : 2012. Its annual Nibo Conference gathers the entrepreneurial accountants who are revolutionizing Brazil. Their common goal? Preventing the bankruptcy of more than 2 thousand companies a day.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

SaaStr

AUGUST 9, 2020

And I’m also going to throw in a few small moments from running “SaaStr Inc” now to almost $20m in annual revenue, and investing in a handful of awesome unicorns. A Good Day: Dec 31, 2009; Dec 31, 2010; Dec 31, 2011; Dec 31, 2012. Maybe it will be cathartic for you. It is true. New Years was spent in the office.

Sales Hiring 354

Sales Hiring SaaS Revenue Churn 354

SaaStr

AUGUST 29, 2022

But when you’re in the throes of putting it together, it’s challenging to track the countless workstreams, investments, and partnerships involved – not to mention bringing all these pieces into alignment. What does best-in-class growth look like at each stage, and how do you orchestrate it at scale?

Scale 235

Scale Sales Hiring Marketplace as a Service B2B 235

SaaStr

AUGUST 30, 2023

G2’s Original Vision G2 started in 2012, so over a decade. Many investment banker pitches say that everyone is number one at something. Keep reading to learn how this $1B+ valuation SaaS company stuck it out through a long, slow slog in the beginning and has become the largest software marketplace today.

AI Search 188

AI Search AI ChatGPT Software Review 188

Andreessen Horowitz

OCTOBER 19, 2023

Blake Kim is a partner on our Enterprise Network team and a former investment banker who works with companies on strategic partnerships; he also recently co-wrote a post on Future outlining all the different exit options and considerations for companies.

Acquisition 62

Acquisition Enterprise Pricing Investment 62

SaaStr

JUNE 15, 2020

He has made the first or very early investments in many leading SaaS start-ups through the $90m SaaStr Fund, including Algolia, Talkdesk, Teamable, Mixmax, Gorgias, RainforestQA, Salesloft, PlatoHQ, Logikcull, Automile, Pipedrive, and more. He was named by BusinessInsider to “The 32 Most Powerful People in Business Technology.”.

VP of Engineering 126

VP of Engineering Marketplace as a Service Scale SaaS 126

Casey Accidental

NOVEMBER 28, 2023

It kept investing in making its overall growth model stronger. Modeling your loops helps you start investing in building out those new growth loops or products well in advance of when you need them to sustain your growth, because of course developing them takes much more time than improving a current loop. Why did they do this?

Payments 63

Payments Scale Payment Methods Underperforming Technical Team 63

A Smart Bear

JANUARY 4, 2018

Of course a nice chunk is primary capital, i.e. for the company balance sheet, to invest in growth initiatives, security and quality, and advancing our existing strategic priorities through acceleration and de-risking. The majority of the funds pay back our early investors who believed in us enough to trust us with their money.

Engineering 70

Engineering Investment Revenue Technical Review 70

SaaStr

MAY 29, 2019

Ellevest is on a mission to close the gender investing gap by leveraging a robo-advisor designed especially for women. He then stepped in as SVP of Service Cloud for Salesforce and went on to become CEO of Host Analytics from 2012-2018. With a staggering amount of likes as a presenter and a stellar sessions average.

Payment Methods 220

Payment Methods Payment Solutions Payment Services Banking 220

Tom Tunguz

JUNE 11, 2017

Assuming investors purchase the same ownership stake for their investments in each of these rounds, this data implies the market is paying premium valuations again for SaaS companies. In 2016, venture capitalists reduced their investment in staff companies by 1 ⁄ 3 , falling to $2.8 The only exception is in the Series C.

Venture Capital 201

Venture Capital SaaS Trends Startup 201

SaaStr

FEBRUARY 4, 2022

His primary investment themes include commerce enablement, the revolution of the sales and marketing functions, and the use of big-data to transform business applications. In 2012 and 2013, Ajay was named to the Forbes Midas list of Tech’s Top 100 Investors.

Sales Hiring 232

Sales Hiring Scale Leadership Startup 232

Tom Tunguz

SEPTEMBER 6, 2021

Imagine you have a dollar to invest and you can choose between two options: a public cloud service or a layer 1 blockchain. There are approximately 1/3 fewer shares of Apple in circulation today than in 2012 because the company has used their cash to buy them back and retire them. How do you decide which is more attractive?

Government 245

Government Compensation Blockchain Banking 245

Tom Tunguz

JANUARY 4, 2017

Late stage market dynamics are changing as hedge funds and mutual funds seek other areas to invest. Median round sizes across the three different investment rounds all exhibit signs of inflation. If we examine total dollars invested in each round, Series Bs reached nearly $15 billion in 2015.

Finance 100

Finance Startup Investment Pricing 100

Tom Tunguz

APRIL 25, 2016

The number of Series A, B, C, and D investments in software companies stabilized at roughly 170 per quarter from mid-2013 through mid-2015, before falling 17% in Q4 2015 to a two year low. But early 2016 pace still exceeds the best quarters of 2010-2012. In dollar terms, Q1 notched the greatest amount invested yet.

Marketing 100

Marketing SaaS Investment Startup 100

Tom Tunguz

OCTOBER 21, 2017

Over that 20 year period, annual SaaS investment has increased 20x, peaking in 2014 at $7B. In 2012 ChiefMartec landscape counted 350 vendors selling to sales and marketing. Since then, many major categories of software have been saasified. Venture capitalists have financed many of those businesses. Today, that figure is 5000.

SaaS 189

SaaS Venture Capital Finance Machine Learning 189

SaaStr

SEPTEMBER 8, 2020

When it started out, Algolia was a lightweight mobile SDK that was anticipated to work inherently on mobile in 2012 when phones were much less powerful today. It also becomes difficult to track and invest more in the channels that are working well in terms of lead generation.

Scale 227

Scale Sales Hiring Technical Advisors Scaling 227

Tom Tunguz

SEPTEMBER 9, 2018

Elastic is a Dutch company founded in 2012. Mulesoft invested 85% and 65% of revenue, while Elastic spent 64 and 52% of revenue. The sales efficiency coefficient measures gross profit increase over a period divided by sales & marketing investment. Last week, Elastic filed their S-1 to go public. in revenue.

Scale 150

Scale Enterprise Metrics Revenue 150

SaaStr

JUNE 6, 2021

Your core product will get you very far, but at some point, you must consider offering more product lines to keep enterprise customers invested. Their largest customers have grown 5x since 2012. Learning 3: The Key to Growth After $1 Billion ARR is Multiple Products. ServiceNow began with its core product of IT workflows.

Enterprise 149

Enterprise Pricing Retention Revenue 149

Buffer Resources

AUGUST 16, 2023

Looking ahead at our future investments When we look ahead to future years, we anticipate that employee expenses will continue to make up the majority of our Operating Costs. We also plan to continue to invest in paid marketing. Our marketing budget has really grown in the last two years, but we are seeing this investment pay off.

Merchant Services 76

Merchant Services Payment Services Payment Features Payments 76

Tom Tunguz

DECEMBER 9, 2013

Of course, this doesn’t factor in the time for the process and the dilution of the investment. of the dollars the startup raises in the initial public offering is paid to investment banks, accountants and attorneys. Investment banking/advisor fees are shown in red and receive the lion’s share.

Startup 113

Startup Banking Investment Technology 113

Tom Tunguz

FEBRUARY 11, 2014

On one hand, the total dollars invested by VCs is relatively flat at just under $30B per year, according to the NVCA. I’ve divided the companies into cohorts by the year they raised their seed investment. First, the number of seed investments in the Crunchbase data has increased by 4x in 4 years.

Startup 100

Startup Venture Capital Finance Investment 100

Tom Tunguz

JULY 25, 2015

If there’s one notion that will define the decade early 2010s in startupland, it’s the Megaround, the investments of greater than $40M in private companies. These billions of dollars, which amount to about half of all venture investment, skew substantially towards consumer investments. median market cap ($2.2B

Startup 113

Startup Marketing Social Media Travel 113