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SaaS Funding Napkin, the 2017 edition

The Angel VC

Today is January 10, 2017. In less earth shattering news, the fact that it's 2017 also means that my "SaaS Funding in 2016" napkin needs an update. Today I'd like to take a stab at the (early) 2017 answer to that question. So, what does it take to raise capital, in SaaS, in early 2017? It still feels surreal to me.

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SaaS Fundraising in 2017

Tom Tunguz

Comparing 2017 averages to seven year highs, we observe Series A, Series B, and Series Seed round sizes are effectively at their all-time highs, ignoring some minor differences. Should the current trend continue, 2017 would see the fewest number of rounds since 2012, and a 45% reduction from 2014 high. billion from $4.2

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What we're looking for in SaaS in 2017

The Angel VC

As the year is coming to an end I’d like to share a few thoughts on what we’ll be looking for in the SaaS world in 2017. It will be extremely interesting to see which companies can accomplish a similar quantum leap in 2017 and how it will look like. Will it be a SaaS solution with voice as the primary form of input?

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How Much Further Can We Fall?

Tom Tunguz

I went through my archives and found this post from 2017 that showed that the most expensive stock at the time was Veeva at 11.7x If the valuation environment mirrors 2017, CloudFlare’s multiple would halve again. In 2017, the average company traded at 5.4x Today, CloudFlare tops the list at 22.2x.

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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

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Which Round Will Be the Hardest to Raise in 2017?

Tom Tunguz

The data indicates that it is certainly reverting to the mean after two record years in 2014 and 2015. In 2017, there will be a lot of comparison between the prices public bound companies fetch at IPO compared to the last round private valuations as the public window opens. So, which is the hardest round to raise in 2017?

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5 Charts on the State of the Seed Market in 2017

Tom Tunguz

This trend started in 2014 and has continued through the first quarter of 2017. But data doesn’t support a broad change. This data shows that they are broadly accepted as a common way to finance an early stage startup. The anomaly in 2017 is due to an outlier. The anomaly in 2017 is due to an outlier.

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