SaaStr

OCTOBER 25, 2024

In 2020, we transitioned from a physical selling universe to a virtual selling universe. However, when Theory layered in the actual data to see how much more efficient they were year-over-year, the numbers were between -4% and 4%. If you look at the net dollar retention change, the top quartile used to be 130% pre-2020.

Venture Capital 331

Venture Capital Marketing AI SaaS 331

SaaStr

NOVEMBER 13, 2023

So the Wall Street Journal did a great job slicing and dicing IPO data recently. To me, the most jarring statistic was this one: 80% of IPOs since 2020 are trading below their IPO price, or “broken ”: So what, you might think? The post 80% of IPOs Since 2020 Are “Broken” appeared first on SaaStr. Buyer beware?

Pricing 307

Pricing Startup Investment Data 307

SaaStr

DECEMBER 27, 2024

“The universe slammed SaaS down at the beginning of 2020, then splashed it way up, then slammed it down again. ’ The twist this time is the data is very hard for startups to acquire or accumulate. So it’s not just the innovation piece, but you need a proprietary data set to do something more meaningful with AI.

AI 284

AI Marketing SaaS Interviewing 284

SaaStr

MARCH 17, 2025

Far more than ever, per Redpoint’s latest data. From 2020-2022, the top 20 deals were just 6%-8% of all VC capital. So we’ve all watched the mega VC rounds for OpenAI, Databricks, Anthropic etc as VCs deploy billions into the AI winners at scale. In 2024, 31% of all VC capital went into just 20 deals.

Venture Capital 305

Venture Capital AI Scaling Investment 305

Tom Tunguz

AUGUST 9, 2020

After I wrote a post on the health of the seed market during COVID , the Angellist team emailed me saying they observed different patterns in their early-stage data and offered to collaborate. This data set is unique because it records transacted deals on the Angellist platform. Angellist data shows different patterns.

Data 342

Data Marketing Startup Investment 342

SaaStr

OCTOBER 23, 2024

Up From Almost None in 2020 to 295 Today. Bootcamps With 1,025+ Organizations Are a Key Marketing Strategy Customers want to solve their big data problems with AI, but aren’t 100% sure how. But for Palantir, it’s a true accelerant. #3. Commercial Customers Fueling Growth. And a true engine of growth. #9. Maybe copy this.

Artificial Intelligence 236

Artificial Intelligence Government AI Cloud 236

Tom Tunguz

SEPTEMBER 26, 2022

2020 is the decade of data. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years. On October 25th, I’ll share my 10 predictions for data in 2023 at The Impact Data Summit. Barr Moses: co-founder & CEO of Monte Carlo Data.

Data 281

Data Azure Artificial Intelligence Machine Learning 281

Tom Tunguz

JANUARY 17, 2021

I analyzed Crunchbase data and looked for the startup categories that grew fastest in terms of funding rounds year-over-year, provided there were at least 10 rounds in that category. By virtue of the importance of data when working remotely and the breadth of applications of that data, this category popped into the top 10.

Startup 362

Startup Software Engineering Finance Engineering 362

SaaStr

APRIL 1, 2021

One thing we do have at SaaStr is 6 years of data from folks travelling from all across the world to SaaStr Annual, from just about every country in the world and every state in the U.S. The post 42% of SaaStr Annual Attendees Came from California Through 2020. So how will SaaS startup geographical distribution change after Covid?

Travel 284

Travel Startup Innovation SaaS 284

SaaStr

FEBRUARY 2, 2020

I thought it might be helpful and fun to share some of the demographic data of who’s coming to the 2020 SaaStrAnnual.com on March 10-11-12 in the SF Bay Area. And interestingly, even with 3,000+ folks on track for 2020 SaaStrEuropa.com, our European attendance hasn’t dropped. But who comes?

Cloud 262

Cloud Engineering Trends SaaS 262

SaaStr

JULY 4, 2019

After the 1000+ attendee, 1-day S aaStrScale.com in SF on Aug 29, we’ll be gearing up full-time for the 2020 SaaStr Annual. 2019 was our best Annual yet, and we loved the changes to the format (venue, mentorship, stages, AMAs), so 2020 will be a series of big and small additions, and refinements. The Cantina.

Scale 247

Scale Cloud Scaling Content Marketing 247

SaaStr

SEPTEMBER 22, 2020

We recently brought together Denise Persson, CMO @ Snowflake , Emil Eifrem, CEO @ Neo4j , and Spencer Kimball, CEO & Co-founder @ Cockroach Labs, to discuss the future of data infrastructure in the Cloud. 2 Data is becoming a strategic asset. #3 3 We are in the midst of a big generational shift when it comes to data infrastructure.

Technical Review 317

Technical Review Data Artificial Intelligence Machine Learning 317

SaaStr

APRIL 1, 2025

No one has a true crystal ball when it comes to Cloud spend in the coming years, but the leaders have a lot of data. of GDP in 2020 to 4.0% Thoma Bravo is one of them. It’s the #1 Private Equity firm for B2B and SaaS companies and it surveyed 501 Cloud and SaaS buyers. That 50% new is enough to fuel the growth we see above.

AI 193

AI Software Cloud B2B 193

SaaStr

MARCH 11, 2022

What do you remember about your experience in the workplace prior to 2020? Staff must be surveyed over time, but be mindful to not make long-term decisions on short-term data. In June 2020, 80 percent of Facebook’s employees wanted to work remotely. Is it the moments of collaborative synergy and collective achievements?

Data 300

Data Leadership Development Technology 300

SaaStr

MARCH 23, 2021

Battery Ventures’ data says while VC investment $$$ are on fire — they aren’t going into more startups. Revenue growth slowed in 2020 for the average public SaaS company — but accelerated for the largest ones. The growth in venture in 2020 was really all in Series D+ rounds. A few top takeaways: #1.

Investment 314

Investment SMB Acquisition Cloud 314

Tom Tunguz

AUGUST 9, 2022

In 2020, revenue growth was the most important factor explaining a public software company’s forward multiple. Preference changes pop out of the data. The formula has changed since then. Net income has surged to the highest correlate of a public software company’s multiple surpassing revenue growth. Net income surges to 0.71

Software 364

Software Revenue Metrics Sales 364

Tom Tunguz

OCTOBER 10, 2020

There’s a risk to those assessments: the data is incomplete since not all rounds founders close within a quarter are reported in that quarter. I was curious about how much variance exists in the data. The red lines show data from Q2 and the blue line Q4. In the seed stage, Q2 data reported 427 rounds compared to 719 in Q4.

Venture Capital 355

Venture Capital Trends Investment Data 355

SaaStr

APRIL 14, 2022

Enterprise software spending globally was $529B in 2020, per Gartner. The latest Gartner data backs that up: The big takeways: Gartner is predicting acceleration of business software spend in 2023, up to 11.8% Put differently, enterprise software spending globally was $529B in 2020. The data above suggests maybe the 3d.

SaaS 71

SaaS Enterprise Software Data 71

Tom Tunguz

AUGUST 2, 2020

What does the data say? However, Series B data suggest insiders are leading aggressive rounds into compelling businesses. In 2020, they are 40% larger, a $33M swing in round size. In 2020, Series A investors have changed their behavior at the Series B. Or at least, that was my perception. Patterns haven’t changed.

Finance 363

Finance Investment Startup Data 363

Tom Tunguz

DECEMBER 12, 2021

Till 2020, the growth rates of the private market valuations and the public valuation multiples paralleled each other at the highest level. Reading these data, the natural question is what is an accurate forward multiple for a company ? Correction Year. These corrections reduced valuations by between 30% and 60%.

SaaS 361

SaaS Cloud Enterprise Software 361

Tom Tunguz

JANUARY 22, 2023

B2B companies have reduced headcount to a greater extent than at any time since 2020. In 2020, B2C companies cut 8.8x The current wave of layoffs, a difficult component of the innovation boom/bust cycle, differs from the previous years’ dynamics. the number of B2B employees. in 2021, & 6.9x

B2C 321

B2C B2B Headcount Business Model 321

Tom Tunguz

FEBRUARY 26, 2025

Enables natural expansion : MongoDB and Ethereum, two database companies with nearly identical revenue trajectories through 2020, both employ usage-based models that have supported their explosive growth. Usage data feeds product-led growth (PLG) lead scores, enabling account executives to outbound to the most promising users.

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

Tom Tunguz

APRIL 14, 2020

The data is insightful both as a tool for benchmarking your own company and also to understand the mentality of sales leaders in this challenging time. 62% have or will change quota in 2020. A majority of revenue leaders believe the impact of COVID-19 will persist through 2020. You can download the survey here.

Sales Hiring 334

Sales Hiring Sales Forecasting Travel 334

SaaStr

SEPTEMBER 12, 2024

So Carta has some of its latest data on VC performance and it’s pretty interesting: There’s a lot going on this chart but let me break it down from a founder perspective: The median 2017 fund is 7 years into a 10-14 lifetime — and is sitting at 1.8x “TVPI” But it’s not quite that good. But not by enough.

Venture Capital 307

Venture Capital Investment Data 307

SaaStr

MARCH 19, 2025

Market Share In Its Core / Original File Sharing Business This is interesting data at a level most B2B leaders don’t share. Million Paying Users ARPU increased substantially from 2020 to 2023, and is up modestly again in 2024. #3. With that, we thought we’d do a 5 Interesting Learnings: #1. And about 2.5x the size of Box.

AI Search 163

AI Search Scale AI B2B 163

Tom Tunguz

APRIL 7, 2021

In contrast, sales efficiency improved throughout 2020. Examining the data by quartiles, the sales efficiency has remained largely unchanged. The data does imply lengthening sales cycles, lower conversion rates, increased online spending or other leaks in the funnel offset declines in travel and field marketing expense.

Software 343

Software Sales Travel Metrics 343

SaaStr

MARCH 18, 2025

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! ” Weavi Founded in 2020, they anticipated the growing importance of unstructured data and embeddings.

Technical Review 175

Technical Review Artificial Intelligence AI Marketplace as a Service 175

SaaStr

MAY 28, 2022

Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. So Gartner slices and dices its data a number of ways, but I find it invaluable to track enterprise and CIO sentiment. Worry less about a few tweets, more about the opportunity ahead, and here right now. Go sell something pic.twitter.com/TLzgbuQLnW.

Cloud 358

Cloud B2C SaaS Enterprise 358

SaaStr

MARCH 1, 2025

The last IPO of the 2020-2021 era was HashiCorp in December 2021. And it’s one of the first to be acquired! IBM just closed on its $6.4 Billion acquisition of HashiCorp. And CEO David McJannet came to SaaStr Annual a little ways back to share his top scaling learnings. Remember: you’re not creating demand from scratch.

Scale 177

Scale Systems Review Scaling Leadership 177

SaaStr

AUGUST 28, 2020

We’re off to the races for registration for 2020 SaaStr Annual at Home on Sep 2-3. 1000s of folks haven’t chosen their sessions yet. And also note a handful of super-popular sessions like the COO of Github and SVP Product at Zendesk have just kicked off reg, so those likely will soon be in the Top 10, just give it a day or two.

Cloud 300

Cloud Startup Pricing Strategy 300

SaaStr

JANUARY 13, 2022

The late-stage VC firm Meritech put together its annual SaaS report here and it slices the data in a few interesting ways. Wow, and down from 40% in 2020. (I A few tidbits of particular interest: 1. The average SaaS company hits $225m ARR at IPO. This was about what I expected, but I hadn’t crunched the numbers myself.

SMB 360

SMB SaaS Retention Scale 360