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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. ” required weeks of developer time to answer.

Payments 281
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Clouded Judgement 6.27.25 - New Rules For a New Game

Clouded Judgement

I saw too many companies implode in 2020–2021 after raising too much too soon and getting out over their skis. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). I used to believe pretty strongly in not overcapitalizing your business too early.

Cloud 157
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Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

When COVID-19 decimated business travel in 2020, Navan could have become another casualty. Instead, the company pivoted aggressively into expense management and payments, expanding beyond its travel roots. The company’s journey reflects the broader transformation of enterprise software during the pandemic era.

B2B 187
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How Intruder gains perspective with ChartMogul

Chart Mogul

But as we grew, especially with the introduction of manual invoicing, it became nearly impossible to keep track of our performance.” The solution: ChartMogul’s ready-to-use Subscription Analytics Seeking advice from seasoned founders, Patrick decided that buying an off-the-shelf solution was the best route.

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How SaaS Pricing Evolves Across Different Company Stages

Sales Hacker

Between 2014 and 2020, Zoom rapidly expanded its product portfolio, adding features like Zoom Rooms, Zoom Phone, and multiple add-on packages. Flexibility: Companies offer a range of subscription options to cater to diverse customer preferences, including hybrid models and value-add services.

Pricing 109
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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 167
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ChartMogul 2024: Year in Review

Chart Mogul

SaaS companies experienced a boom in growth starting mid-2020 and into 2021. Over half our team is focused on product development, ensuring we stay well ahead in Subscription Analytics while expanding our CRM offering. Check out the 2023 , 2022 , 2021 , 2020 , 2019 , 2018 , 2017 , and 2016 posts.