The Angel VC

DECEMBER 27, 2016

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. Related posts (from this blog): Why (most) SaaS startups should aim for negative MRR churn How fast is fast enough? Will it be a SaaS solution with voice as the primary form of input?

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SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. A Covid Hangover in SaaS stocks.’ The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!! The point is that SaaS multiples are still higher than where they were from 2010-2017.

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SaaStr

OCTOBER 23, 2024

Jason starts with the meta-question we’ve been asking a lot of SaaS leaders lately ( Klaviyo , ZoomInfo ) — ‘are we in a downturn?’ Going Long We’ve written before on the power of going long in SaaS. Then, in 2017, with around $50M in revenue, BILL added payment capabilities. in revenue.

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SaaStr

MAY 22, 2023

Not easy, but easier and easier: There was a bump in 2016, a Flash Crash in SaaS, when budgets were slashed, but it didn’t last long enough to really impact renewal cycles. SaaS markets had fully recovered later that year. Even the 2008-2009 downturn, while truly brutal, didn’t hit SaaS as hard as the rest of the economy.

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SaaStr

APRIL 18, 2021

If you haven’t done a SaaS start-up before, it’s different. The reasons are many, but I think they can almost all be summed up in one key factor: SaaS compounds. What does this mean, that SaaS compounds? Success builds on success in SaaS. The post Want to Understand SaaS? Salesforce Growth: 2021 $20.8B

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SaaStr

JANUARY 26, 2023

So there are a lot of rough and arm chair metrics for fundraising in SaaS in terms of valuations. For years, the standard was “about 10x” Top tier SaaS companies would tend to raise at around 10x ARR, with ones with slightly lower growth often raising at 5x. And then things just went crazy. For the best ones.

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SaaStr

DECEMBER 1, 2024

Who is Eran Zinman | Co-CEO of SaaS Leader Monday.com Eran Zinman co-founded monday.com (formerly dapulse) in 2012 with Roy Mann. The monday.com story isn’t your typical SaaS narrative. The Rebrand That Changed Everything 2017’s pivot from dapulse to monday.com wasn’t just a name change. ARR growth?

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Tom Tunguz

JANUARY 4, 2019

How far along was the typical SaaS Series A in 2018? The chart below shows a representative sample of SaaS Series As’ ARR and projected ARR growth rate for 2018. In 4 years, we’ve seen a 4x increase in the median MRR of a Series A SaaS company. I didn’t calculate this figure in 2017.

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SaaStr

DECEMBER 8, 2020

Worth $2B by 2017. These are the Best of TImes in Cloud and SaaS. The post The Power of Going Long in SaaS appeared first on SaaStr. IPO in 2014 at $1B. Crossed $1B in ARR in 2020. Today worth $16B. Obviously, these are outliers. And revenue has grown to $1B+ ARR for all the winners. It’s just something to think about.

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The Angel VC

NOVEMBER 23, 2016

(As you can see, I really like placeit.net :) ) In case you haven't started to think about your plan for 2017 yet, now's the time. Growth Calculator This little tool allows you to enter your MRR as of the end of 2016 and a target growth factor for 2017. SaaS Financial Plan 2.0 version SaaS Financial Plan 1.0 (the

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SaaStr

MARCH 15, 2022

SaaS investor Logan Bartlett put together a good summary of the tumult in the SaaS public markets here. While SaaS multiples may have gotten too high, the best SaaS companies are growing faster than ever. While SaaS multiples may have gotten too high, the best SaaS companies are growing faster than ever.

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Tom Tunguz

MAY 21, 2023

The rest of the top quartile has remained depressed, suppressing the cohort to 2017 levels, just as they were last year. But rally hasn’t convincingly beaten the black line representing the 2017 median. These top five stocks explain the most recent earnings upward in the chart above.

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SaaStr

JULY 14, 2022

What started as a simple WordPress blog in 2012 has now become the world’s largest community of SaaS executives, founders, and entrepreneurs. And SaaStr Europa brings 2,500+ SaaS execs, founders, and VCs together to Europe every summer. We were the first major SaaS event back in the SF Bay Area. SaaStr is turning 10!

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SaaStr

MAY 4, 2022

Roughly — very roughly — you want to be multiproduct in SaaS by the time you have 10,000 customers. So a top theme across SaaStr CEO interviews since 2017 or so, and across our 5 Interesting Learnings series with public SaaS companies, is … when should you go multi-product? For enterprise, this could be $300m-500m in ARR.

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SaaStr

MAY 19, 2025

link] — Akshay Krishnaswamy (@hyperindexed) May 5, 2025 The Pre-AI Stigma Is Real If you founded your SaaS company before 2023, you’re wearing the “pre-AI” label whether you like it or not. In B2B and SaaS, being considered legacy after just 3-4 years seems absurd. It’s not too late. We are early.

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SaaStr

DECEMBER 28, 2019

With all that behind you … let me challenge you to 10 SaaS New Year’s Resolutions. It’s really all about deal size in most SaaS companies, not raw per seat or per unit pricing. Most SaaS companies get less agile over time. But in 2017, brands matter more than ever. Even better. Not in April. Not by June.

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SaaStr

JULY 7, 2021

The second SaaStr post ever, way back in late 2012, was “ Everybody Lies: SaaS Revenues in the Inc. 5000 “ It was a fun one, analyzing the only public source of data on just how much ARR a lot of SaaS companies had. Box in 2015 was the first IPO from the SaaS 2.0 Really more Adtech than SaaS. #8 generation.

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SaaS Technical Review Software Review Scaling 290

Tom Tunguz

MARCH 27, 2022

Here are the total shares outstanding for a few public SaaS companies. Older companies SaaS companies (Salesforce/CRM) and newer ones (Coupa/COUP) show similar trajectories. The patterns for crypto token issuance diverge wildly compared to SaaS stocks. How similar are equity inflation and deflation patterns to tokens?

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SaaStock

MARCH 26, 2019

As we have showcased in previous pieces, there are many reasons to be excited about the Latin American SaaS ecosystem. Not only is the region producing superstar SaaS contenders, but the interest from local and international VCs is increasing. However, our interest goes beyond the current state of SaaS in Latin America.

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SaaStock

JANUARY 25, 2019

The Latin American SaaS landscape is hustling and bustling, having seen more IPOs in the last 6 months than the previous 20 years combined. We will gather 300 leading SaaS founders, executives and investors for three days packed with opportunities and rich exchange of knowledge to push the whole ecosystem forward. Founded : 2017.

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SaaStr

JUNE 1, 2022

Some areas of spending are slowing in the economy, but SaaS overall is still growing faster than ever. It’s not slowing down Salesforce, Snowflake, or almost any other SaaS or Cloud leader. But it’s not here yet, at least not across the board on average in SaaS. Salesforce Growth: 2023 $31.8B (guidance) 2022 $26.5B 2014 $4.1B.

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SaaStr

JULY 4, 2022

One of the crowd favorites has been Mark Roberge, all the way back to 2017. 2017: How the Best Outbound Sales Teams Are Managed. Mark first joined us in a terrific panel session on how the top outbound teams are managed, 2018: Sales Mistakes that Can Kill Your SaaS Business How to Avoid Them. Ok, now a look back!

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SaaStr

OCTOBER 4, 2023

Founder and CEO of SaaStr Jason Lemkin deep dives into the current state of SaaS and the Cloud. Lemkin and David Sacks touched on whether SaaS is making a cautious recovery , and Lemkin shares a slightly different perspective here. Before March 2020, it was almost the only single-seat SaaS product with over 100% NRR.

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SaaStr

JUNE 14, 2021

But fast forward to today, and there are 300+ SaaS and Cloud unicorns. The biggest change is that growth investors, the folks that invest at $10m+ ARR, are often now looking for SaaS startups to be tripling at this stage — not doubling. They’re being minted every week. Don’t let it overwhelm you.

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Tom Tunguz

NOVEMBER 29, 2016

All these metrics form part of the financial statements of SaaS companies. For as long as SaaS companies have existed, we’ve used one way of counting revenue, called GAAP. Public companies must transition to these new regulations starting in 2017. Private companies have the option to migrate to these new standards in 2017.

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SaaStr

NOVEMBER 9, 2021

2,500+ SaaS founders, VCs and execs. 60%+ of our speakers have been less represented speakers since 2017 and all our IRL events since 2017 have had a majority of women speakers.W. Last year we had the CEOs of Notion, Webflow, and so many other incredible stories and learnings from builders. This should be huge. No repeats.

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Tom Tunguz

FEBRUARY 10, 2018

More than 30% of the initial coin offerings (ICO) in 2017 target developers and businesspeople with their products. B2B crypto companies raised about $400M of ICO dollars in 2017. The SaaS wave of the last ten years optimized intra-company operations. In fact, many founders have already started that pursuit.

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SaaStock

FEBRUARY 13, 2019

When we announced a few weeks ago that we would be bringing our leading SaaS conference to Asia, and running it in Hong Kong, many locals thanked us for choosing the city. Horangi provides cyber security solutions based on SaaS. Anchanto is one of the top SaaS businesses that are boosting e-commerce growth in Southeast Asia.

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SaaS Payments Payment Solutions Merchant Services Payment Methods 225

Incredo

JULY 31, 2019

SaaS (Software as a Service) has proven to be a very elastic, scalable and progressive industry. percent in the first half of 2017 and the revenue totaled 63.2 billion (the biggest share belongs to SaaS). Another research firm, Gartner Group says that SaaS industry remains the largest segment of the cloud market.

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Tom Tunguz

FEBRUARY 26, 2018

At Saastr, Jason and I discussed the role of private equity in SaaS on stage as a potential acquisition path for SaaS startups. The chart above depicts the total disclosed value of US venture-backed SaaS startups which have been acquired by PE firms since 2010. The average deal size was $470M in 2017.

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Startup SaaS Acquisition Pricing 202

SaaStr

JUNE 7, 2019

With thousands of new startups emerging everyday and the average turnover rate for business applications trending at 39% annually, the SaaS industry couldn’t be more competitive. Despite the hyper competition, many SaaS providers take their organization’s payment processing experience for granted. A 2017 U.S. purchases made.

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SaaStr

JANUARY 4, 2022

Braze is yet another SaaS leader growing even faster past $200m ARR. A good yardstick for more enterprise-focused SaaS. CEO and co-founder Bill Magnuson was CTO until 2017, then took over as CEO from a co-founder, and owns 4.5%. What you’d expect, and it’s helpful to see this segmented. You should aim for the same.

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New CTO CTO Software Review B2B 69

SaaStock

MARCH 8, 2019

These 18 women are powerful, relentless and are all making SaaS and tech in general a better place. They have impressive professional achievements, all the way from founding companies through to running international operations across continents all the way to funding the SaaS companies of the future. They are stars in tech in Asia.

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Incredo

JUNE 25, 2019

But when it comes to SaaS, freemium plans become a reality. SaaS freemium model: The What, The How and The Why. The concept of freemium is mainly typical for the SaaS world (yeah, SaaS means the world to us) and the video games industry. 5 examples of successful SaaS companies with a freemium business model. #1

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SaaStr

MAY 25, 2020

1: Veeva: The Biggest Vertical SaaS Success Story of All Time (a SaaStr Classic). This one from 2017 Annual is really one of my favorite deep-dives with one of the top SaaS CEOs of all time. 4: Growing & Scaling SaaS Businesses from $1M to $500M in ARR with Intercom. A SaaS classic on how to build a unicorn. #5:

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Venture Capital Scale Cloud Scaling 299

SaaStr

OCTOBER 16, 2021

Bessemer Venture Partners Byron Deeter, Mary D’Onofrio, and Elliott Robinson share a state of the cloud economy, tactical lessons and case studies for early-stage founders, private market analysis, alongside key predictions and trends driving innovation in SaaS around the globe. for top private SaaS. for publicly traded SaaS.

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SaaStr

NOVEMBER 16, 2022

So we’ve taken a look at Monday several times in this series , but with so much change in the world of SaaS and Cloud the past few months, it seemed like a great one to dig in on. A reminder of the conflict in perspectives we’re seeing today in SaaS. From $11m in annual revenue in 2017 to $500m+ in 2022.

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