The Angel VC

MAY 6, 2014

The x-axis shows the "lifetime month", so the dot at the end of the line at the bottom right, for example, represents the MRR of the January 2013 customer cohort (all customers who converted in January 2013) in their 9th month after converting.

Data 157

Data Metrics Revenue Pricing 157

SaaStr

JULY 7, 2021

5000 “ It was a fun one, analyzing the only public source of data on just how much ARR a lot of SaaS companies had. Where it Went: IPO’d in 2013, hit $250m ARR by 2016, a cquired for $1.8b Where it Went: Acquired by Oracle in 2013 for $400m. No one had IPO’d, no one really knew. generation. 78 Marketo.

SaaS 265

SaaS Technical Review Scaling Software Review 265

Chart Mogul

APRIL 15, 2021

Founded in 2013, the company was originally called CakeHR. The data literacy shortfall: Are we data-driven, or data-duped? Sage HR is a powerful suite of tools that allows you to manage your workforce better. It includes solutions for organizing your leave policy, timesheets, shift scheduling, and more.

Acquisition 83

Acquisition Data Scale Banking 83

Tom Tunguz

FEBRUARY 6, 2014

Below is a chart showing the share of capital raised by startups broken down by the first letter of their names for Series A rounds of IT companies in 2013. The data is normalized for the number of startups with each letter-name. Looker by any other name would still analyze data elegantly. What’s in a name, after all?

Startup 100

Startup Data Investment Marketing 100

SaaStr

DECEMBER 7, 2019

The first one defined the Unicorn age in 2013, and the second one updated it in 2015. Many remember them just for data on Unicorns as they began to emerge from rare to seemingly everyday (100+ this year so far). We actually don’t have much data at SaaStr on our community members. A bit younger, but not that much.

SaaS 211

SaaS Enterprise Data 211

SaaStr

FEBRUARY 22, 2023

And the model said we’d need it … It also showed me that, barely, if you squinted, and the market grew just right … by 2013, there’d be $100m in ARR in our space. We probably should have raised $2m more, since it was offered. And so it is, although we didn’t capture 100% of it.

Scale 191

Scale Sales Hiring Venture Capital AWS 191

The Angel VC

DECEMBER 14, 2018

A couple of notes (and some caveats) on the data sources and methodology that I’ve used: Most of the companies are publicly listed, in which case it was easy to get accurate revenue data from YCharts or from the companies’ SEC filings. For private companies, I used various online data sources, including Wikipedia and various blogs.

SaaS 174

SaaS Revenue Subscription Payment Features 174

Chart Mogul

APRIL 15, 2021

Founded in 2013, the company was originally called CakeHR. The data literacy shortfall: Are we data-driven, or data-duped? Sage HR is a powerful suite of tools that allows you to manage your workforce better. It includes solutions for organizing your leave policy, timesheets, shift scheduling, and more.

Acquisition 52

Acquisition Data Scale Banking 52

SaaStock

JANUARY 25, 2019

Founded : 2013. Founded : 2013. Neoway is a platform based on market intelligence and Big Data that helps companies with valuable insights for their growth. The company has created SIMM, an analytics platform containing rich market data. Founded : 2013. Founded : 2013. CEO : Marcelo Lombardo. Superlógica.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

Andreessen Horowitz

SEPTEMBER 14, 2023

In 2013, just 8% of corporate debt was traded electronically. Their suite of APIs delivers best execution across every source of liquidity, comprehensive reference and market data, and custom fixed income strategies with automated portfolio construction and management. By the end of 2022, this number was 45%.

Investment 84

Investment Construction Finance Government 84

User Pilot

APRIL 24, 2024

companies use AI in their operations and the number of jobs requiring AI has increased by 450% since 2013. There are also governance and ethical concerns, like data privacy or AI bias. McKinsey estimates that AI can automate time-consuming and repetitive tasks, like data entry to free up 60-70% of employee time for higher-level tasks.

AI 59

AI Artificial Intelligence SaaS Generative AI 59

The Angel VC

OCTOBER 24, 2013

And yet, many founders are still having difficulties with cohort analyses, be it with the collection of the data or the interpretation of the results. The idea is that you have to enter only a small amount of data and everything else is calculated automatically. You can download the Excel file here. Then move on to the next row.

Customer Lifetime Value 211

Customer Lifetime Value SaaS Churn Growth Hacking 211

Tom Tunguz

MARCH 19, 2018

The data suggests that these acquisitions will be completed at some of the highest multiples of the last decade, especially for the fastest growing companies. SAP/Callidus. Microsoft/LinkedIn. Oracle/Responsys. Oracle/Taleo. IBM/Kenexa. In the first three months of 2018, we’ve witnessed two multibillion dollar software acquisitions.

Acquisition 179

Acquisition Marketing Enterprise Revenue 179

SaaStr

JANUARY 27, 2023

Flexport, a platform that focuses on supply chain management and logistics, was most recently valued at $8 billion and has proven its success since its founding in 2013. To get an idea, review the data. Drawing from his experience, Braverman shares what attracted him to Flexport years ago when it was in its early stages.

Sales Recruiting 174

Sales Recruiting Sales Hiring Scale Compensation 174

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 224

Sales Hiring Scale Leadership Startup 224

The SaaS Garage

SEPTEMBER 13, 2022

Chicago & Munich, September 13, 2022 ( businesswire ) — Sphera, a leading global provider of ESG performance and risk management software, data and consulting services, today. We are excited to join the Sphera family of leading ESG software, data and consulting solutions.”

Artificial Intelligence 98

Artificial Intelligence Software Machine Learning Management 98

Tom Tunguz

DECEMBER 6, 2016

To answer that question, we can analyze the data set of all software companies acquired over the last six years and benchmark them by enterprise value-to-revenue multiples. Not every EV/Revenue multiple is known, but this data set can provide us some directional guidance on how the market has changed.

Acquisition 100

Acquisition Startup SaaS Benchmarks 100

Tom Tunguz

JULY 7, 2014

But do the data support the idea that the hardware ecosystem is as vibrant as it seems? The chart above shows the sizes and frequency of hardware investment in the US since 2010 across different investment stages (Series A, B, C and Seed), using Crunchbase data. Note, the 2014 data is through May.

Startup 113

Startup Investment Trends Data 113

Stax

DECEMBER 20, 2023

Secure transactions ensure you can maintain a trustworthy reputation with past and future customers, as well as reducing the financial losses that come from the fines and legal fees associated with compromising customer data. One of the most famous data breaches happened to Target in 2013.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88

Tom Tunguz

AUGUST 20, 2017

Today, we’re exactly where we were in 2013, at 5.4x, which is coincidentally, is the average over this time period. Overall, the data suggests that the median forward multiple of 5.5X This public market data mirrors to some extent of the behavior of the private market. In 2014, the average software company traded at 7.7x

Marketing 130

Marketing SaaS Software Revenue 130

Tom Tunguz

JUNE 23, 2018

In 2013, there was one Series A for every five seed investments. But that’s not reflected in my data. In the meantime, the number of series As has only declined 20% from its high, remaining relatively stable from 2014 through 2018. In the second quarter of 2018, there were three Series As for every five seeds.

Machine Learning 175

Machine Learning Artificial Intelligence Startup Investment 175

Tom Tunguz

JANUARY 4, 2017

The data indicates that it is certainly reverting to the mean after two record years in 2014 and 2015. Let’s take a look at the Crunchbase data for US startups. The data suggests a reversion to the mean after a period when Series B dollars exceeded Series A by 30%. That distinction belongs to 2013 and 2012.

Finance 100

Finance Startup Investment Pricing 100

Tom Tunguz

JULY 15, 2017

Note, the levels still exceed 2010-2013. The startups raising hundreds of millions or billions might bias the data, I thought. The data doesn’t support that hypothesis. If we examine seed round activity, the data shows the number of seed rounds across these two regions is highly correlated.

Investment 187

Investment Startup Venture Capital Trends 187

Tom Tunguz

MARCH 18, 2014

The chart above breaks down fund-raising activity in US tech companies using Crunchbase data. Each chart shows the number of rounds raised bucketed by size from $0 to $5M and up to $150M to $200M from 2005 to 2013. 75M investments spiked in 2013. Each bucket has grown over the past 8 years and most of them steadily.

Finance 100

Finance Investment Scaling Data 100

Tom Tunguz

MARCH 1, 2015

In addition, VCs have been participating in the seed stage market as well, making 2013 a banner year for seed investment. 2013 1531 1255 820. 2013 1531 1255 820. The table above uses Crunchbase data as a proxy for the seed market. I adjusted February 2015 Crunchbase data in this way to create the 2014 analysis.

Investment 100

Investment Marketing Finance Acquisition 100

Kellblog

JULY 25, 2020

in 2013) it can get well above 10x. As of the last data point in this series (7/14/20) it stood at 13.8x, down from an all-time high of 14.9x. Only in 2013 did it get close to these levels. See here for the original charts and data on the Meritech site. Sometimes (e.g., 2008) it can get well below 5x. Sometimes (e.g.,

Technical Review 95

Technical Review Software Review Pricing Metrics 95

Tom Tunguz

AUGUST 26, 2014

In this post, we’ll look at HubSpot’s IPO filing and compare their journey to a public company with a basket of about 40 other publicly traded companies, in the hopes that this data will help other founders chart their path to IPO. HubSpot company data is orange, median values are black, and other company values are gray.

Benchmarks 108

Benchmarks SMB Metrics SaaS 108

Tom Tunguz

JUNE 8, 2014

Mega-seeds, those seed investments over $2M, have reached historic highs exceeding 80 instances in 2013. The mean mega-seed round is $2.26M during the past five years but in 2013 that figure reached $2.8M, which implies mega-seeds have replaced traditional early Series A. over the time period and exceeded $2.75M in 2013.

Trends 100

Trends Finance Investment Data 100

SaaStr

JANUARY 11, 2020

Quora has grown 100x since we started answering SaaS questions there back in 2012-2013, and on a relative basis, other content is being promoted more. what performs best on the blog is data-rich content. in 2019 and 2020, folks want data. actionable data. native video really works on Twitter and LinkedIn.

Scale 152

Scale B2C Travel Cloud 152

Tom Tunguz

NOVEMBER 17, 2013

The median 2013 VC-backed tech IPO burned $33M and the average company burned $76M. The chart above shows the net income/burn rate of 2013 tech IPO by years since founding. The middle-of-the-pack companies, including Rally(RALY) and Tableau(DATA), burn no more than $25M annually. On average, these now-public names kept 1.1

Startup 101

Startup Banking Finance Trends 101

Tom Tunguz

MAY 18, 2014

Fenwick’s report on the state of the venture market and I came across these three data points that summarise one facet of the market in Silicon Valley succinctly: 11 venture backed companies raised funds at a valuation of over $1 billion in Q114, more than did so in all of 2013.

Marketing 100

Marketing Investment Trends Enterprise 100

BitPay

SEPTEMBER 21, 2023

For some context, let’s look at previous halving years: 2012 Bitcoin halving, new all-time high in 2013 2016 Bitcoin halving, new all-time high in 2017 2020 Bitcoin halving, new all-time high in 2021 Why should your organization care about any of this? When the price of Bitcoin rises, spending habits change.

Merchant Services 52

Merchant Services Payment Services Payment Methods Payment Solutions 52

Tom Tunguz

AUGUST 10, 2014

The chart above compares the competition in the Play store in early 2013 and in mid-2014. In 2013, apps most frequently moved only 1-2 slots, meaning if an app became #1, it was very difficult to displace. In 2013, many apps controlled their rank, and observed rank volatilties of less than five slots.

Mobile 100

Mobile Trends Startup Acquisition 100

Tom Tunguz

MARCH 12, 2015

As the data below shows, the seed and Series A markets have been relatively stable, but Series B rounds have seen a dramatic acceleration recently. 845 software companies raised seed rounds in 2013, a 40% increase from the year before. Meanwhile, Series As remained roughly constant from 2013 to 2014, and Series Bs rose by about 17%.

Marketing 100

Marketing SaaS Investment Startup 100

SaaStr

JULY 17, 2020

Jason Lemkin: Since you’re maybe spending more time looking at some of the consumer data than many of us are, it sounds like there is some hints of optimism in what you’re saying and that maybe you think… And we won’t hold you to this if in July you change your mind. Jason Lemkin: It was boarded up until 2013.

Venture Capital 171

Venture Capital Travel PayPal Scale 171

Tom Tunguz

JUNE 20, 2016

In 2011-2013, about 1450 software companies were founded each year on average. Why does Crunchbase data indicate this decline? First, there might be a few data issues in the most recent years. But if we assume the 2014 cohort is accurate, then the data suggests an 18% drop in software company formation. Why could this be?

Venture Capital 100

Venture Capital SaaS Machine Learning Artificial Intelligence 100

SaaStr

SEPTEMBER 20, 2019

” We certainly never would have predicted that answering a few questions on Quora and a few blog posts in 2012 and 2013 would eventually lead to a global community with 50,000+ attending our global events, 150,000,000+ views of our content, 2,000,000+ downloads of our podcasts, etc. Well, I can tell you with a lot of data, it isn’t.

Content Marketing 129

Content Marketing Trends Data Marketing 129