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What’s New at Google Cloud with CMO Alison Wagonfeld

SaaStr

Alison brings the perspective of all sides of a startup, from investing to SaaS to Cloud. Pursuing Two Different Segments: The Tale of Startups vs. Enterprise From a marketing perspective, the GTM marketing position and product market messaging differ between Google Workspace and Google Cloud.

Cloud 259
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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

A lot of our SaaS older times don’t quite know what to make with a lot of B2B startups these days, let alone some public SaaS companies. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Well, if it were 2016, we’d say no. Well of course it does.

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SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. January 2016, SaaS stocks were riding high. It was called 2016: * Everyone panicked * Seemed like multiples would never recover * LinkedIn sold to Microsoft for 7x ARR. Customers are buying more than ever. And then ….

SaaS 343
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Join FastSpring at SaaS North 2023!

FastSpring

Since 2016, SaaS North has been recognized as THE Canadian hub for rapidly-scaling SaaS founders and their teams. It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow.

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Pitchbook & IVP: Top Tier SaaS Companies Usually Raise at 15x ARR. It Was 114x in 2021.

SaaStr

While the data ends here, here’s what I can tell you I am seeing in growth rounds today: Very few growth rounds are happening at all When the do happen, they are for capital efficient startups growing > 50% at scale And … the peak valuation is about 15x. Even If It’s Awful for Series A-E Rounds. For the best ones.

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That’s a nice little $1-2M SaaS company you have here. Call me to discuss if it will scale!

The Angel VC

Starting a new company is always hard and most SaaS startups never get to $1-2 million in ARR. Whether starting an Internet startup has really become 10x cheaper depends on how exactly you phrase the question and is debatable. Update 03/11/2016: I wrote a followup post to the post above.]. Let me rephrase that.

Scale 192
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State of the Cloud 2019: Europa Edition with Alex Ferrara, Bessemer Venture Partners (Video + Transcript)

SaaStr

Before I joined the venture capital industry many years ago, I was a software developer, and I worked for a startup around the 2000 time period. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. I think it’s a really staggering stat.

Cloud 101