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What's table stakes in SaaS, anno 2015

The Angel VC

Yesterday I shot off a Tweetstorm about some important developments that I'm observing in the SaaS world as we're entering 2015. So how can SaaS entrepreneurs get ahead of the pack in 2015? While a Tweetstorm is a nice way of gently breaking the 140 character limit, I thought it would make sense to follow-up with a blog post.

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5 Interesting Learnings from UiPath at $600,000,000 in ARR

SaaStr

Even ten years on, in 2015, it still had just 10 full-time employees. from 2015 to 2016 … and then exploded: UIPath History. 2015: $1m rev. But since the effective NRR is still 145%, ARR-style metrics still work. And then after a decade … it started to come together. 2014: $500k rev. seed round. 2016: $3.5m

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SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. My first exposure to the “Rule of 40” was through Brad Feld in 2015. Ultimately, the “Rule of 40” is ONLY a metric.

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2015 Software Startup IPOs and M&A - What Does the Data Imply for 2016?

Tom Tunguz

But compared to 2014, 2015 was a meager year for startups looking to go public or be acquired. Through November 1st 2015, transaction values dipped 40% to $6.8B. However, in 2015 the median acquisition was worth $410M, compared to $193M in 2014, indicating that buyers are not buying as frequently, but when they are, they spend more.

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Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Clouded Judgement

I went back and looked at an old research report from Morgan Stanley from 2015 (believe this was after their first quarter as a public company). In March 2015 the Morgan Stanley model predicted Box would generate $400m of FCF in 2025. What I found was incredibly interesting. In other words, these transitions can be in fact predictable.

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Clouded Judgement 1.19.24 - The Bar for Going Public

Clouded Judgement

” If we look historically at the period from 2015-2020 (ignoring 2021 IPOs) the rough medians were ~$200m ARR (minimum was $100m ARR), 50% YoY growth, and >120% net retention. However, it’s not free, and public market investors will typically place a lot more scrutiny on this metric than private investors do.

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How Customer Success Can Use Metrics to Better Engage Investors and Boards

ChurnZero

Customer Success Metrics that Your Investors and Board Care About. In this article, we share Kristen’s best advice on how you can use metrics to reframe your customer stories, so they’re primed for investor engagement. What metrics do investors care about? What metrics do your investors and board care about?